TOP 30 Best Customer relationship management in Monterey, California

Welcome to Waleed OThman | Real Estate In Monterey, your trusted partner for all real estate and general contracting needs in the beautiful city of Monterey, California. Conveniently located at 534 Abrego Street, we pride ourselves on offering exceptional services that cater to both buyers and sellers, as well as those looking to renovate or build their dream home. As a premier real estate agency, we specialize in helping clients find the perfect property that suits their lifestyle and investment goals. Whether you're seeking a charming coastal home, a lucrative investment property, or a commercial space, our experienced team is dedicated to guiding you through every step of the process with personalized attention and expert advice.

Welcome to Toby Fernie | Monterey CA Realtor, your trusted partner in real estate located in the heart of Monterey, California. Situated at 261 Webster Street, our office is dedicated to providing exceptional real estate services to clients looking to buy, sell, or invest in the beautiful Monterey Peninsula and surrounding areas. With a deep understanding of the local market, Toby Fernie brings a wealth of experience and a personalized approach to every transaction. Whether you're a first-time homebuyer, seeking a luxury estate, or looking to sell your property quickly and efficiently, Toby is committed to achieving your real estate goals with integrity and professionalism.

The Pacific Coast Wealth Management Group is a premier financial institution located at 4 Lower Ragsdale Drive in Monterey, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With a focus on building long-term relationships and providing exceptional service, we strive to create customized strategies that align with each client's unique needs and objectives. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, The Pacific Coast Wealth Management Group is here to help you secure your financial future.

Lanni Wong - State Farm Insurance Agent is a trusted insurance agency located at 812 South Atlantic Boulevard in Monterey Park, California. With over 20 years of experience in the industry, Lanni Wong and her team are dedicated to providing exceptional service to customers in the Los Angeles county areas. Specializing in Auto, Life Insurance, and Financial Services, the team at Lanni Wong - State Farm Insurance Agent prioritizes understanding customers' goals and ensuring their needs are met. Whether you are in need of a new policy or reviewing existing coverage, they are there to help.

Enrique Ramirez - State Farm Insurance Agent is a reputable insurance agency located in Soledad, California, United States. Our office is conveniently situated in the Soledad Mission Shopping Center, above Mechanics Bank, offering ample parking for our customers. We also have a second agency in Salinas, located near Highway 101 in the Westridge Shopping Center. Established in 2002, our legacy agency has been serving customers in Monterey County and beyond for nearly 20 years. Our dedicated team values building long-lasting relationships by understanding each customer's unique needs and providing personalized care with integrity. We are actively involved in supporting the communities we serve, sponsoring youth sports teams and participating in local government.

Joe Stretch - State Farm Insurance Agent is a reputable insurance agency located at 1165 South Main Street in Salinas, California. As we enter the month of March, the agency is celebrating creative holidays such as Employee Appreciation Day, Daylight Savings, and St. Patrick's Day. Customers can stop by the office for a FREE gift and choose from a variety of items. The team at Joe Stretch State Farm values and appreciates their customers, serving the Salinas, Santa Cruz, Monterey Bay, Carmel, and San Lorenzo Valley areas. They are dedicated to getting to know what is most important to each individual and crafting personalized insurance and financial service packages. Specializing in Life and Paycheck Insurance, the team also helps families bundle their Home, Auto, and Liability Insurance for maximum value.

Southbay Autohaus is a trusted car repair institution located at 2851 Monterey Street in San Jose, California, United States. With a commitment to quality parts, expert advice, and personalized service, Southbay Autohaus has become a go-to destination for car owners and mechanics alike. Founded in 1995, Southbay Autohaus has grown from a small garage to a prominent automotive parts store, offering a wide range of reliable components sourced from reputable suppliers. The institution embraces technology and innovation, with state-of-the-art inventory management systems and an online platform for convenient parts browsing and purchasing. Southbay Autohaus prides itself on building strong customer relationships, providing detailed product information, recommendations, and installation assistance. Additionally, the institution actively engages with the community through local events, car show sponsorships, and support for charities. As the automotive industry continues to evolve, Southbay Autohaus remains dedicated to providing top-notch service and support to keep vehicles running smoothly.

Welcome to Sunshine Foundation Repairs of Torrance, your trusted partner for comprehensive foundation solutions in Southern California. Located at 1609 Lockness Place, Torrance, California, we are a family-owned and operated general contracting business dedicated to providing high-quality and professional foundation repair services. At Sunshine Foundation Repairs, we specialize in a wide array of services including foundation seismic retrofitting, foundation replacement, slab repair, home leveling, helical piers installation, and structural support. Our mission is to deliver top-notch foundation repairs to homeowners throughout So-Cal, ensuring your home stands strong and secure.

Merrill Lynch Financial Advisor Kay F Sullivan is a finance institution located at 200 East Franklin Street in Monterey, California, United States. Supported by the global resources of Merrill, the team at this institution is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. They hold professional designations and licenses to navigate the complex world of wealth management. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities as they evolve over time. They work with a team of professionals to ensure all financial facets of your life are aligned towards your goals. Whether it's attending meetings in person or participating in conference calls, they are there for you every step of the way.

Welcome to Kasavan Construction, your trusted general contractor located at 2611 Garden Road, Monterey, California 93940. We specialize in turning your dream home or project into a stunning reality. Our approach begins with understanding your unique vision. Simply click here or on any of the "Start Here" buttons to fill out our discovery form, enabling us to learn more about your aspirations. At Kasavan Construction, we believe that building a strong and healthy relationship with our clients is crucial for a successful project. Our team is dedicated to discussing the specific needs of your custom home project, ensuring a seamless and enjoyable experience.

Merchants Building Maintenance is a dedicated commercial cleaning service located at 606 Monterey Pass Road in Monterey Park, California. We pride ourselves on providing consistently clean facilities through our unrelenting focus on quality and reliability. As a family-owned business, we take quality and professionalism to heart, ensuring that all services are carried out directly by our own staff and never outsourced. This allows us to personally guarantee consistent quality for all our customers. Merchants Building Maintenance is a certified woman-owned business by the Women’s Business Enterprise National Council (WBENC) and a certified Women’s Business Enterprise by the Supplier Clearinghouse. Our commitment to excellence is reflected in our motto, "Inspect what you expect." Regular inspections by our dedicated Quality Control group ensure that we achieve the highest level of excellence every time.

Welcome to Barney J Belleci - State Farm Insurance Agent! Located at 26555 Carmel Rancho Boulevard in Carmel-by-the-Sea, California, our insurance agency is dedicated to serving the community with top-notch insurance and financial services. With a focus on life insurance and health insurance, our team is committed to helping you protect what matters most. Barney Belleci, a lifelong resident of the Monterey Peninsula, leads our team with over five decades of experience in the insurance industry. He is dedicated to assisting customers in safeguarding their assets and is a proud member of the community. Our office offers a wide range of insurance options, including car insurance, motorcycle and ATV insurance, life insurance, and medical supplement plans. We also provide financial services to help you plan for a secure future.

Welcome to Derek Kotval Realtor | Sotheby's International Realty, your premier real estate agency located in the heart of Capitola, California. Situated at 627 Capitola Avenue, our office is dedicated to providing exceptional real estate services in the picturesque coastal community of Capitola and the surrounding areas. At Derek Kotval Realtor, we pride ourselves on our commitment to excellence and personalized service. As part of the prestigious Sotheby's International Realty network, we offer unparalleled access to a global audience and a wealth of resources to ensure a seamless buying or selling experience. Whether you're searching for your dream home, a vacation retreat, or an investment property, our knowledgeable team is here to guide you every step of the way.

Welcome to Renee Garner - Century 21 Showcase Realtors, your trusted partner in real estate located in the heart of Monterey, California. Situated at 534 Abrego Street, our office is dedicated to providing exceptional real estate services to both buyers and sellers in the beautiful Monterey Peninsula and surrounding areas. With a commitment to excellence and a deep understanding of the local market, Renee Garner and her team are here to guide you through every step of the real estate process. Whether you're searching for your dream home, looking to sell your property, or seeking investment opportunities, we offer personalized solutions tailored to meet your unique needs.

Welcome to Las Palmas Homes, your premier real estate agency located in the heart of Monterey, California. Situated at 80 Garden Court, Monterey, CA 93940, we specialize in helping you find your dream home in one of the most beautiful coastal regions in the United States. Our knowledgeable team is dedicated to providing personalized service and expert guidance throughout your real estate journey, whether you are buying, selling, or investing. At Las Palmas Homes, we understand that real estate is not just about transactions; it's about building lasting relationships and making dreams come true. With a deep understanding of the local market and a passion for the Monterey lifestyle, we are committed to delivering exceptional results tailored to your unique needs.

Welcome to Otto Construction, your trusted general contractor located in the heart of Monterey, California. Situated at 2150 Garden Road, our family-owned business has been serving the community with excellence and integrity for over a decade. We specialize in a wide range of construction services, from residential remodels to commercial builds, ensuring that each project is completed with the highest standards of quality and craftsmanship. At Otto Construction, we believe in building more than just structures; we build lasting relationships with our clients. Our dedicated team of experienced professionals is committed to bringing your vision to life, on time and within budget. Whether you're planning a small renovation or a large-scale construction project, we offer personalized solutions tailored to meet your specific needs.

Welcome to Club Sportiva, Monterey's premier destination for car enthusiasts and event hosting. Nestled at 12 Lower Ragsdale Drive, Monterey, California, our club offers a vibrant community and a wealth of exclusive experiences for both members and non-members alike. At Club Sportiva, our Club Membership provides access to an amazing community with exclusive clubhouse events and unique off-site experiences. Our Managed Car Services ensure your vehicle is meticulously cared for, while our CarShare program grants access to an impressive collection of enthusiast cars. Whether you're looking to network, build business relationships, or foster lifelong friendships, our membership services are designed with you in mind.

HUB International, located at 401 Fremont Street in Monterey, California, is a leading insurance agency serving individuals and businesses in the Central Coast region. Established in 1888, HUB Monterey is known for its comprehensive insurance solutions and exceptional customer service. Their experienced sales and service staff are committed to building strong relationships with clients and providing top-notch support. Specializing in industries such as construction, non-profits, apartments, restaurants, and retail services, HUB Monterey offers a wide range of insurance options to meet the unique needs of their diverse clientele. Whether you are looking for personal or commercial insurance coverage, HUB International is dedicated to helping you protect what matters most.

Edward Jones - Financial Advisor: Milda Esquivel, AAMS™ is a trusted financial institution located at 2 Lower Ragsdale Drive in Monterey, California, United States. Specializing in providing personalized financial advice and services, Milda Esquivel, a certified Accredited Asset Management Specialist (AAMS™), offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones is a reliable partner in navigating the complexities of financial planning and investing. Visit us today to learn more about how we can help secure your financial future.

Welcome to Kathy Davi, CPA, PC, your trusted partner in accounting and finance located in the heart of Monterey, California. Situated at 484 Washington Street, our firm is dedicated to providing comprehensive financial services tailored to meet the unique needs of both individuals and businesses in our community. At Kathy Davi, CPA, PC, we pride ourselves on delivering personalized and professional service. Our team of experienced accountants and financial experts is committed to helping you navigate the complexities of financial management with ease and confidence. Whether you require assistance with tax preparation, bookkeeping, financial planning, or business consulting, we offer a wide range of services designed to support your financial well-being and success.

Dana Doan is a health institution located at 2161 Monterey Street in San Jose, California. This pharmacy and store offers a wide range of health products and services to cater to the needs of the local community. From prescription medications to over-the-counter remedies, Dana Doan is committed to providing top-quality care and products to help customers maintain their well-being. With a friendly and knowledgeable staff, customers can expect personalized attention and expert advice on their health needs. Visit Dana Doan today for all your health and wellness needs.

Merrill Lynch Financial Advisor Morgane McNally is a finance institution located at 200 East Franklin Street, Monterey, California, United States. Morgane McNally is a Resident Director, Senior Financial Advisor, and partner of the BMRB Group in Carmel, CA. With a background in Business, Marketing, International Trade Practices, Business Law, and Foreign Languages, Morgane is dedicated to delivering excellent service and helping clients pursue their financial goals. Along with her team, she has the insight and experience to navigate clients through various market conditions. The team provides a family-like office environment where one advisor assists clients in all aspects of their financial future. They offer personalized financial strategies with measurable goals and provide access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America. Morgane is also the Monterey Bay Market Community Volunteer Leader for Bank of America. The team at Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service. They help clients track progress towards their goals and adjust investment strategies as needed. By understanding each client's unique goals and priorities, the team creates customized financial approaches to help clients pursue what matters most to them. With access to the resources of Merrill and Bank of America, they work with clients to develop plans for managing, growing, and preserving wealth for the future. The team believes in the importance of staying connected with clients to discuss changes in their lives and financial goals. They are committed to helping clients navigate the financial landscape and achieve their objectives. Let Merrill Lynch Financial Advisor Morgane McNally and her team help you pursue your financial goals.

Merrill Lynch Financial Advisor Aida Rosas, located at 200 East Franklin Street in Monterey, California, is dedicated to helping clients prioritize and pursue their financial goals. With over 20 years of experience, Aida is passionate about assisting clients in achieving their financial aspirations. As a first-generation immigrant and coming from a large family, she understands the importance of planning for a secure financial future. Aida holds several FINRA registrations and California Department of Insurance licenses, allowing her to provide comprehensive financial services. At Merrill Lynch Wealth Management, Aida focuses on building personalized plans centered on clients' goals and evolving priorities. She believes in putting clients first and providing tailored advice based on individual needs. By leveraging the global resources of Merrill, Aida and her team strive to establish strong client relationships built on trust and personalized service.

Merrill Lynch Financial Advisor David Refuerzo, located at 200 East Franklin Street in Monterey, California, is a finance institution supported by the global resources of Merrill. The team is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They believe in managing all aspects of a client's financial life to achieve success, working with tax planners, estate planners, and bankers to ensure everything is aligned with the client's goals. With professional designations and licenses, they provide the knowledge needed to navigate the complex world of wealth management. Their approach focuses on understanding the client's priorities and adapting to their changing needs over time. By conducting a thorough Investment Personality Assessment, they tailor a financial approach to help clients pursue their goals. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on the client's goals. Regular check-ins allow for adjustments to the financial approach as life and market conditions change.

Merrill Lynch Financial Advisor Carrie Duddy, located at 200 East Franklin Street in Monterey, California, is a prestigious finance institution with a team of talented and experienced individuals dedicated to providing exemplary client service. Recognized by Forbes for their outstanding performance, the advisors at Merrill Lynch are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Carrie Duddy focuses on understanding the things that matter most to her clients - family, goals, and priorities. By listening carefully and asking thoughtful questions, she works with clients to design and implement personalized financial plans aimed at helping them pursue their goals while managing investment risk.

Herminia Ojeda, a financial advisor at Ameriprise Financial Services, LLC, offers personalized financial planning and investment solutions to clients in Monterey, California. Located at 40 Ragsdale Drive, Herminia Ojeda provides expert guidance and advice to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Herminia Ojeda is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Herminia Ojeda can help you create a customized financial plan that aligns with your unique needs and objectives. Contact them today to schedule a consultation and take the first step towards financial security and peace of mind.

Merrill Lynch Financial Advisor Jason R Griffin, located at 200 East Franklin Street, Monterey, California, is a trusted institution in the world of finance. Jason Griffin, a Vice President, Financial Advisor, and Senior Portfolio Advisor at Merrill Lynch Wealth Management, has been in the financial services industry since 1995. With a focus on helping clients manage their wealth to meet both short-term and long-term goals, Jason offers a comprehensive approach that begins with truly understanding each client's needs and aspirations. As a Senior Portfolio Advisor, Jason can manage custom investment strategies on a discretionary basis, drawing from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. Jason Griffin is deeply involved in the local community, volunteering his time with various organizations. At Merrill Lynch Wealth Management, the team is dedicated to building strong client relationships based on trust and personalized service. By utilizing the global resources of Merrill and the banking solutions of Bank of America, Jason works with clients to develop personalized plans focused on achieving their financial goals while managing investment risk.

Merrill Lynch Financial Advisor Hilary T Baumstarck is a finance institution located at 200 East Franklin Street in Monterey, California, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. As a Wealth Management Client Associate and Resident Director Assistant, the financial advisor focuses on your family, goals, and priorities, adapting to your changing needs over time. Through conversations, they help identify and prioritize your most important goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. With the Investment Personality Assessment, they tailor a financial approach to your preferences and aspirations, helping you pursue what matters most. The institution offers tools to track changes in your life and goals, ensuring your financial approach evolves accordingly. Their mission is to understand you and your priorities, designing a personalized plan to help you achieve your financial goals while managing investment risk. With the Merrill Personal Wealth Analysis™, they create a plan centered on your goals and aspirations. Through ongoing reviews and adjustments, they help you stay on track to reach what's most important to you. By getting to know you personally, they can offer a financial approach that reflects your personality and priorities, guiding you through market fluctuations and life changes. As a Merrill Lynch Wealth Management Advisor, they provide customized investment strategies to address your needs and pursue your goals, putting you first every day. With access to investment insights and comprehensive financial solutions, they help you navigate the complexities of your financial life. Let Merrill Lynch Financial Advisor Hilary T Baumstarck help you achieve your financial goals and live your best financial life.

Merrill Lynch Financial Advisor Benjamin Bishop, located at 200 East Franklin Street in Monterey, California, is a trusted finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. Their Wealth Management Client Associate and Resident Director Assistant focus on understanding your family, goals, and priorities to create a customized financial approach. Through conversations, they help you identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. Utilizing the Investment Personality Assessment, they tailor their financial approach to align with your investing preferences. With access to Merrill's investment insights and Bank of America's banking solutions, they work with you to develop a plan that addresses your financial needs. As your life and goals evolve, they provide tools to help you track changes and adjust your approach accordingly. The Merrill Lynch team is committed to understanding you and your aspirations, designing a personalized plan to help you achieve your financial goals while managing investment risk. They offer the Merrill Personal Wealth Analysis™ to document your goals and create a focused plan. Regular reviews and adjustments ensure you stay on track to reach what matters most to you. By getting to know you personally, they can create a financial approach that reflects your personality and priorities. With a dedicated Merrill advisor, you can access personalized investment strategies and comprehensive financial solutions from Bank of America. Let Merrill Lynch Financial Advisor Benjamin Bishop help you navigate the complexities of your financial life and pursue your goals with confidence.

Restaurant Information Systems is a leading institution located at 480 Calle Principal in Monterey, California, United States. Specializing in accounting and finance for the restaurant industry, our team of experts provides comprehensive solutions to help restaurants manage their financial data effectively. From payroll processing to inventory management, our services are tailored to meet the unique needs of each client. With a reputation for excellence and a commitment to customer satisfaction, Restaurant Information Systems is the go-to choice for restaurants looking to streamline their financial operations.