The Best Fiduciary services in Salinas, California

Sprinz Fred is a reputable finance institution located at 21 West Alisal Street in Salinas, California, United States. With years of experience in the financial industry, Sprinz Fred offers a wide range of services including investment management, financial planning, and wealth management. Their team of knowledgeable professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Sprinz Fred is committed to providing personalized solutions tailored to your individual needs. Visit them today to see how they can help you reach your financial objectives.

Merrill 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.

Francis B. Ingraham, CPA is a reputable accounting and finance institution located at 412 Main Street, Salinas, California. With over 40 years of professional accounting experience, founder Francis B. Ingraham is an expert in providing tax services for businesses of all sizes. His team includes Arturo Contreras, who specializes in tax preparations, bookkeeping services, and business consulting, and Horace Ingraham, who focuses on income tax preparation and financial statements. The institution offers a wide range of services for individual, partnership, non-profit, corporate, and fiduciary clients. With a wealth of knowledge and expertise, the team at Francis B. Ingraham, CPA is dedicated to providing a positive and valuable experience for all clients.