Family financial planning in Monterey, CA
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Monterey Bay Insurance Services Inc
● ClosedMonterey Bay Insurance Services Inc is a reputable health insurance agency located in the picturesque city of Monterey, California. Our dedicated team of professionals is committed to helping individuals and families find the best insurance coverage to meet their healthcare needs. With a focus on personalized service and attention to detail, we strive to provide our clients with peace of mind and financial security. Visit us at 311 Vía Gayuba to learn more about our services and how we can assist you in finding the right health insurance plan.
311 Vía Gayuba, Monterey, CA 93940, United States -
Blue Shield of California Local Monterey Brokers
● ClosedBlue Shield of California Local Monterey Brokers is an insurance agency located at 380 Alvarado Street in Monterey, California. Our dedicated team of brokers is committed to providing personalized insurance solutions to meet the unique needs of our clients in the Monterey area. Whether you are looking for health, dental, or vision coverage, our experienced brokers will work with you to find the right plan for your individual or family needs. Contact us today to learn more about our services and how we can help you protect what matters most.
380 Alvarado St, Monterey, CA 93940, United States -
Nationwide Insurance: Maffei Insurance & Financial Services
● ClosedNationwide Insurance: Maffei Insurance & Financial Services is an insurance agency located at 480 Calle Principal in Monterey, California, United States. They offer a variety of insurance coverage options including auto, commercial, farm, financial, home, powersports, and human services insurance. The agency is dedicated to providing personalized service to each client, ensuring that their individual needs are met. They offer a range of programs and coverage levels for auto insurance, including options for motorcycles, RVs, and other special vehicles. The agency also offers home insurance to protect your property and family from loss, as well as life insurance to provide long-term financial security for your loved ones. For small business owners, they provide essential coverage elements to build a sound insurance plan, including commercial property, business liability, and business auto coverage. The agency is associated with Nationwide, offering a wide range of insurance benefits and resources to help strengthen your business. Contact Donald B. Maffei at (831) 920-6533 or visit their office to learn more about their insurance products and services.
480 Calle Principal Ste 4, Monterey, CA 93940, United States -
Allstate Personal Financial Representative: James Grant
● ClosedAllstate Personal Financial Representative James Grant is a trusted finance and insurance agency located at 17200 Monterey Street in Morgan Hill, California. With a commitment to helping individuals and families achieve their financial goals and secure their futures, James Grant offers personalized financial planning and insurance solutions. Whether you are looking to invest for retirement, protect your assets, or plan for your family's financial security, James Grant is dedicated to providing expert guidance and support every step of the way. Contact James Grant today to schedule a consultation and take control of your financial future.
17200 Monterey Rd Ste A, Morgan Hill, CA 95037, United States -
Merrill Lynch Financial Advisor Morgane McNally
● ClosedMerrill 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.
200 E Franklin St, Monterey, CA 93940, United States -
Merrill Lynch Financial Advisor Taylor Rhoades
● ClosedMerrill Lynch Financial Advisor Taylor Rhoades is a finance institution located at 200 East Franklin Street, Monterey, California, United States. Taylor Rhoades specializes in managing wealth by understanding your full financial picture and creating flexible strategies tailored to your specific goals. With access to investment insights from Merrill and banking solutions from Bank of America, Taylor Rhoades offers personalized wealth management strategies to help you pursue your financial goals. Taylor Rhoades follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, a personalized plan can be built centered on your goals and aspirations. By getting to know you and your family, Taylor Rhoades can provide advice and guidance on a range of financial decisions, from retirement planning to funding a child's education.
200 E Franklin St, Monterey, CA 93940, United States -
Merrill Lynch Financial Advisor Aida Rosas
● ClosedMerrill 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.
200 E Franklin St, Monterey, CA 93940, United States -
Merrill Lynch Financial Advisor Carrie Duddy
● ClosedMerrill 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.
200 E Franklin St, Monterey, CA 93940, United States -
Richard Fogg - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRichard Fogg - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 659 Abrego Street in Monterey, California. With a focus on providing personalized wealth management services, Richard Fogg helps clients navigate their financial goals and secure their financial future. As a part of Ameriprise Financial Services, LLC, Richard Fogg offers comprehensive financial planning, investment management, and retirement planning services to individuals and families in the Monterey area. Trust Richard Fogg to guide you towards financial success and peace of mind.
659 Abrego St #4, Monterey, CA 93940, United States -
Tom North - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTom North - Financial Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 30 Ragsdale Drive in Monterey, California. As a part of Ameriprise Financial Services, LLC, Tom North provides expert financial advice and planning services to help individuals and families achieve their financial goals. With a focus on personalized solutions and exceptional customer service, Tom North is dedicated to helping clients navigate the complexities of finance and secure their financial future.
30 Ragsdale Dr #110, Monterey, CA 93940, United States -
Herminia Ojeda - Financial Advisor, Ameriprise Financial Services, LLC
● OpenHerminia 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.
40 Ragsdale Dr Ste 160, Monterey, CA 93940, United States -
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals. Located at 99 Pacific Street in Monterey, California, Lesley provides personalized financial planning services to individuals and families. With a focus on building long-term relationships, she offers expert advice on investments, retirement planning, estate planning, and more. Trust Lesley Lemessurier to guide you towards a secure financial future.
99 Pacific St Ste 355B 355C, Monterey, CA 93940, United States -
Edward Jones - Financial Advisor: Tammy R Jones, AAMS™
● ClosedEdward Jones - Financial Advisor: Tammy R Jones, AAMS™ is a reputable finance institution located at 1000 Munras Avenue in Monterey, California, United States. Tammy R Jones, an Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized service and tailored investment strategies, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Tammy R Jones and the team at Edward Jones are dedicated to providing professional guidance and support every step of the way.
1000 Munras Ave Unit 100, Monterey, CA 93940, United States -
Merrill Lynch Financial Advisor Matthew Ryan
● ClosedMerrill Lynch Financial Advisor Matthew Ryan is a finance institution located at 200 East Franklin Street in Monterey, California, United States. The institution, part of The SBR Group, specializes in providing financial advisory services to a select group of self-made individuals, families, and non-profit organizations in Central California. The team, consisting of highly credentialed advisors, offers tailored, multi-pronged strategies to help clients with retirement planning, investment and portfolio management, and 401(k) plans. With a planning-based approach, they aim to preserve and grow clients' assets while also focusing on tax efficiency and consistent cash flow. The institution also provides a wide range of banking and lending services through Bank of America, N.A. Clients can expect a comprehensive financial analysis, personalized strategies, and ongoing support to help them achieve their financial goals and enhance their overall well-being. The team at Merrill Lynch Financial Advisor Matthew Ryan is dedicated to creating uncommon value for clients and their families, ensuring that wealth and wisdom are passed along to future generations.
200 E Franklin St, Monterey, CA 93940, United States -
Merrill Lynch Financial Advisor Kay F Sullivan
● ClosedMerrill 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.
200 E Franklin St, Monterey, CA 93940, United States -
Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC is a reputable finance institution based in Monterey, California, United States. With a focus on helping clients achieve their financial goals and secure their financial future, Jeffrey Raegen offers personalized wealth management services to individuals and families. Located at 99 Pacific Street, clients can expect expert financial advice, tailored investment strategies, and comprehensive financial planning to help them reach their financial aspirations. With a commitment to providing top-notch service and expert guidance, Jeffrey Raegen - Private Wealth Advisor, Ameriprise Financial Services, LLC is a trusted partner in financial success.
99 Pacific St Ste 355B 355C, Monterey, CA 93940, United States -
Cydney Crampton - RBC Wealth Management Financial Advisor
● ClosedCydney Crampton - RBC Wealth Management Financial Advisor is a leading financial institution located at 4 Lower Ragsdale Drive in Monterey, California. As a trusted advisor, Cydney Crampton offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, this institution is dedicated to helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or seeking financial advice, Cydney Crampton - RBC Wealth Management Financial Advisor is committed to helping you secure your financial future.
4 Lower Ragsdale Dr Suite 120, Monterey, CA 93940, United States -
Merrill Lynch Financial Advisor Jason R Griffin
● ClosedMerrill 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.
200 E Franklin St, Monterey, CA 93940, United States -
Merrill Lynch Financial Advisor Hilary T Baumstarck
● ClosedMerrill 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.
200 E Franklin St, Monterey, CA 93940, United States -
Merrill Lynch Financial Advisor Ramsin J Ganji
● ClosedMerrill Lynch Financial Advisor Ramsin J Ganji is a finance institution located at 200 East Franklin Street in Monterey, California, United States. The GGPR Wealth Management Group at this institution measures success by the success of their clients. They take the time to understand the unique priorities and financial situations of their clients in order to develop a comprehensive strategy to help them pursue what they value most. As Bank of America Retirement Benefits Consultants, the GGPR Wealth Management Group specializes in defined contribution plans and can add value to your plan by providing knowledgeable resources and action-based strategies to improve plan participation. They offer access to investment and fiduciary services, employee education, and ongoing involvement in your plan.
200 E Franklin St, Monterey, CA 93940, United States -
Merrill Lynch Financial Advisor Craig Brinton
● ClosedMerrill Lynch Financial Advisor Craig Brinton, located at 200 East Franklin Street, Monterey, California, United States, is a finance institution that is part of The SBR Group. Unlike other advisory groups, The SBR Group focuses on providing personalized financial guidance to self-made individuals, families, and non-profit organizations in Salinas, Carmel, Gilroy, and across Central California. With a loyal clientele of accomplished business owners, agricultural executives, farmers, physicians, and attorneys, the team at The SBR Group specializes in retirement planning, investment management, and 401(k) and defined benefit plans. With over 70 years of collective experience and industry credentials including CPFA, C(k)P®, and CFP® certifications, the team at The SBR Group offers tailored strategies to help clients preserve and grow their wealth. By asking thought-provoking questions and taking a planning-based approach, the team helps clients navigate their financial futures with confidence. Additionally, The SBR Group offers banking and lending services through Bank of America, N.A., and works closely with clients on wealth transfer and estate planning strategies. With a focus on creating value for clients and their families, The SBR Group aims to leave a lasting impact on the lives they touch.
200 E Franklin St, Monterey, CA 93940, United States -
Merrill Lynch Financial Advisor Benjamin Bishop
● ClosedMerrill 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.
200 E Franklin St, Monterey, CA 93940, United States -
Evans Wealth Management Group - Ameriprise Financial Services, LLC
● ClosedEvans Wealth Management Group - Ameriprise Financial Services, LLC, located in Monterey, California, is a leading finance institution dedicated to helping individuals and families achieve their financial goals. With a focus on personalized financial planning and investment strategies, our team of experienced professionals offers comprehensive wealth management services to help clients build and protect their assets for the future. Whether you are planning for retirement, saving for college, or managing your investments, Evans Wealth Management Group is committed to providing expert guidance and customized solutions to help you secure a more confident financial future.
2 Lower Ragsdale Dr # 180, Monterey, CA 93940, United States -
Chuck A. Evans - RBC Wealth Management Financial Advisor
● ClosedChuck A. Evans - RBC Wealth Management Financial Advisor is a trusted financial institution located at 2 Lower Ragsdale Drive in Monterey, California, United States. As a dedicated financial advisor, Chuck A. Evans provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored financial solutions, Chuck A. Evans - RBC Wealth Management is committed to helping individuals and families navigate the complexities of investing and financial planning. Visit their office in Monterey to discuss your financial needs and start planning for a secure future.
2 Lower Ragsdale Dr # 180, Monterey, CA 93940, United States -
Merrill Lynch Financial Advisor Alexander Duddy
● ClosedWelcome to Merrill Lynch Financial Advisor Alexander Duddy, your trusted partner in navigating the complexities of personal and family wealth management. Conveniently located at 200 East Franklin Street in picturesque Monterey, California, we are dedicated to helping you connect your financial decisions with your life goals. Our mission is clear: to understand what matters most to you and your family. By engaging in thoughtful discussions and listening intently, we aim to comprehend your current financial standing and future aspirations. This understanding forms the foundation of a personalized plan designed to help you pursue your financial objectives while managing investment risks.
200 East Franklin Street, Monterey, California 93940, United States -
Paul Cahalan - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome to Paul Cahalan - Financial Advisor, Ameriprise Financial Services, LLC, located at 1 Lower Ragsdale Drive, Monterey, California 93940. As a dedicated financial advisor, I am committed to helping you achieve your financial aspirations, whether they include planning for retirement, funding education, or making significant purchases like a second home. At Ameriprise Financial, we prioritize what matters most to you. Our personalized approach begins with understanding your individual goals and risk tolerance, enabling us to provide tailored investment, asset allocation, and portfolio recommendations. We believe in building lasting relationships, meeting regularly to review your progress, and adjusting strategies as your life evolves.
1 Lower Ragsdale Drive, Monterey, California 93940, United States -
Northwestern Mutual - Monterey
● ClosedWelcome to Northwestern Mutual - Monterey, your trusted partner in financial planning and wealth management, located conveniently at 40 Ragsdale Drive, Monterey, California. Our team of experienced financial advisors is dedicated to helping individuals, families, and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you're planning for retirement, securing your family's future, or investing in your dreams, we offer a comprehensive range of services tailored to meet your unique needs. At Northwestern Mutual - Monterey, we pride ourselves on building lasting relationships with our clients, grounded in trust, integrity, and a commitment to excellence. Visit us today and let us help you navigate your financial journey with confidence.
40 Ragsdale Drive, Monterey, California 93940, United States -
Michael McCloud - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome to Michael McCloud - Financial Advisor at Ameriprise Financial Services, LLC, located at 1 Lower Ragsdale Drive, Monterey, California. As a dedicated financial advisor, I am committed to helping you achieve your financial goals, whether they involve planning for retirement, saving for education, or making a significant purchase like a second home. At our initial complimentary consultation, we will focus on what matters most to you, tailoring investment, asset allocation, and portfolio recommendations to align with your unique goals and risk tolerance. Together, we will document your objectives, regularly review and analyze your progress, and adapt your financial strategy as your life evolves.
1 Lower Ragsdale Drive, Monterey, California 93940, United States -
Bray Insurance
● ClosedBray Insurance, located at 444 Pearl Street in Monterey, California, is a trusted health and insurance agency serving clients throughout California. With over 30 years of experience, licensed agent Scott Bray and his team are dedicated to providing personalized insurance solutions to meet the unique needs of individuals, families, and business owners. Specializing in Life/Health Insurance and Group Benefits, Bray Insurance offers a wide range of insurance products including medicare supplements, long term care insurance, individual and group health insurance, employee benefits, life insurance, annuities, disability income insurance, and retirement planning. As an independent agent, Bray Insurance represents multiple insurance companies to ensure clients receive the best coverage at the most competitive rates.
444 Pearl St, Monterey, CA 93940, United States -
Enrique Ramirez - State Farm Insurance Agent
● ClosedEnrique 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.
2149 H De La Rosa Sr St, Ste 201, Soledad, CA 93960, United States
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