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TOP 30 Financial advisor for businesses in Salinas, CA
24 results found
A convenient service for searching for businesses, places and services
Spectrum Small Business Advisors LLC
Spectrum Small Business Advisors LLC, located at 8339 Church Street in Gilroy, California, offers a range of services including management consulting, CFO consulting, payroll, and bookkeeping. With a focus on providing value to clients, Spectrum Small Business Advisors LLC is dedicated to helping businesses make informed decisions. James, the founder of Spectrum Small Business Advisors LLC, has over 25 years of experience in financial management. With a background in military payroll and experience working with Fortune 500 companies, James brings a wealth of knowledge to his clients. He is known for his ability to develop efficient processes and procedures that result in cost savings for businesses.
Merrill Lynch Financial Advisor Craig Brinton
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.
UBS Financial Services Inc.
UBS Financial Services Inc. is a finance institution located at 1188 Padre Drive, Salinas, California, United States. We believe in helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. Our commitment is to understand what wealth means for each individual, delivering expert financial advice tailored to their unique needs and goals. We offer a range of services and resources to help clients stay ahead of the curve, including our ElectionWatch 2024 report and weekly video series on the direction of US taxes. Our goal is to help clients create a comprehensive wealth strategy that supports them throughout every stage of their life. Whether you are an individual, family, or business, we provide focused advice and solutions to help you achieve your financial objectives. At UBS, we connect clients to experts, insights, and thought leaders to help them succeed in their financial goals. Our approach, UBS Wealth Way, incorporates Liquidity, Longevity, and Legacy strategies to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. We offer investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. Our wealth management services are provided by a team of experienced professionals who are dedicated to helping clients pursue what's important to them.
Chris Buich - State Farm Insurance Agent
Chris Buich - State Farm Insurance Agent is a reputable insurance agency located at 559 East Alisal Street in Salinas, California, United States. Specializing in life insurance, with a strong focus on auto insurance, Chris Buich is dedicated to helping clients create realistic plans to secure a stable financial future. With a Bachelor's degree from the University of California at Santa Barbara and a commitment to exceptional service, Chris has received numerous accolades for his dedication and success in the industry. As a leading expert in home insurance, Chris can help both homeowners and renters find the perfect coverage to protect their most valuable asset. Licensed to offer a range of insurance services, including auto, motorcycles, RV's, pet insurance, Medigap, and life insurance, Chris serves clients in the greater Santa Cruz County and Monterey County area.
Rey Zagal - State Farm Insurance Agent
Rey Zagal - State Farm Insurance Agent is a reputable insurance agency located at 246 Abbott St in Salinas, California. Our team is dedicated to serving the community by providing excellent service for all your financial and insurance needs. While we are currently not offering online auto quoting, we are available by phone, text, or in-person to assist you with auto quotes. Please note that we have paused insuring new homeowners, renters, boat owners, personal liability umbrella, and business policies in California at this time. We specialize in car insurance, life insurance, and motorcycle insurance, with a focus on auto and life insurance. As insurance costs continue to rise, we are committed to helping you understand your policies and find all eligible discounts to keep your costs as low as possible. Our experienced team is here to explain any billing questions or concerns you may have.
Laurel Tax & Immigration Services
Laurel Tax & Immigration Services is a professional institution located at 1860 North Main Street in Salinas, California, United States. Specializing in accounting, finance, insurance services, and immigration assistance, our dedicated team is committed to providing top-notch services to individuals and businesses in the local community. Whether you need help with tax preparation, financial planning, insurance coverage, or immigration paperwork, our knowledgeable staff is here to guide you every step of the way. Visit us today at Laurel Tax & Immigration Services for all your financial and immigration needs.
Navarro's Income Tax & Notary Inc.
Navarro's Income Tax & Notary Inc. is a reputable accounting and finance institution located at 14 South Wood Street in Salinas, California, United States. Specializing in income tax preparation and notary services, our experienced professionals are dedicated to providing accurate and reliable financial solutions for individuals and businesses alike. With a commitment to excellence and personalized customer service, Navarro's Income Tax & Notary Inc. is your trusted partner for all your financial needs.
Lopez Tax Service - Williams
Lopez Tax Service - Williams is a reputable accounting and finance institution located at 209 Williams Road in Salinas, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their dedication to providing excellent customer service and personalized solutions sets them apart in the industry. Whether you are an individual looking for help with your taxes or a business in need of financial guidance, Lopez Tax Service - Williams is here to assist you every step of the way.
MT & Associates Tax Service, Inc.
MT & Associates Tax Service, Inc. is a professional financial institution located at 202 Pajaro Street in Salinas, California. Founded in 2015 by Maria Trujillo, E.A., our mission is to provide high-quality accounting and finance services at affordable rates to help individuals and businesses achieve their financial goals. With our experienced and talented staff, we ensure comfort and satisfaction for our clients. We specialize in a range of services including record-keeping, payroll, business formation assistance, tax preparation, notary services, transportation permits, and vehicle registration.
Tax The Cat (TTC) Bookkeeping & Tax Preparation
Tax The Cat (TTC) Bookkeeping & Tax Preparation is a reputable institution located at 1571 North Sanborn Road in Salinas, California, United States. Specializing in accounting and finance services, we are here to assist you with all your tax preparation needs. Our team is dedicated to providing professional services that give you peace of mind, whether you are an individual or a small business owner. At TTC, we believe in making tax filing easy and stress-free. Our experts are ready to answer any questions you may have and guide you through the process. As a business-to-business service provider, all our services are tax deductible, saving you money in the long run.
Indy Mahindru - State Farm Insurance Agent
Indy Mahindru - State Farm Insurance Agent is a reputable insurance agency located at 1780 Fremont Boulevard in Seaside, California, United States. Our dedicated team is ready to assist you with all your financial and insurance needs, including car insurance, homeowners insurance, renter's insurance, life insurance, boat insurance, ATV insurance, motorcycle insurance, and business insurance. We specialize in catering to the insurance needs of parents of school-age children in Pacific Grove, Monterey, and Carmel schools. Our agency is led by Indy Mahindru, who holds a bachelor's degree in business and accounting, as well as a Post Graduate MSc degree in business administration from Brunel University, London, UK. With extensive experience in life insurance and small business insurance, Indy has been serving local communities and helping families protect their income and assets for many years.
Farmers Insurance - Christian Corzo-Alvarez
Farmers Insurance - Christian Corzo-Alvarez is a local insurance agency located at 110 Abbott Street in Salinas, California. With 15 years of residency in Salinas, Christian Corzo-Alvarez is dedicated to educating customers on insurance to find the best coverage that fits their needs. Whether you need auto, home, life, workers comp, commercial insurance, and more, Christian has the knowledge and expertise to help you understand your options. Located across the street from Salinas High School, the process of selecting insurance is made straightforward and personalized to ensure you receive the most comprehensive and cost-effective solution. Get started today by visiting the office or giving Christian a call. With Farmers Insurance, you can protect your assets and secure a stable financial future.
Piini Robert J CPA
Piini Robert J CPA is a reputable accounting and finance institution located at 46 San Miguel Avenue in Salinas, California, United States. With years of experience and expertise in the field, they provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, their team of professionals is dedicated to helping you achieve your financial goals. Trust Piini Robert J CPA for all your accounting and finance needs.
Olsen Accountancy Corporation
Olsen Accountancy Corporation is a reputable accounting and finance institution located at 122 John Street in Salinas, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Their commitment to providing personalized and reliable financial solutions has made them a trusted partner for individuals and businesses alike. Visit Olsen Accountancy Corporation for all your accounting and finance needs.
CLA (CliftonLarsonAllen)
CLA (CliftonLarsonAllen) is a renowned accounting and finance institution located at 1188 Padre Drive in Salinas, California, United States. With a strong reputation for excellence in financial services, CLA offers a wide range of accounting and finance solutions for individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch service and helping clients achieve their financial goals. Whether you need assistance with tax preparation, auditing, consulting, or other financial needs, CLA is the trusted partner you can rely on. Visit their office today to learn more about how they can help you with your financial needs.
Ruth Ruiz Tax & Services
Ruth Ruiz Tax & Services is a reliable accounting and finance institution located at 24 North Sanborn Road in Salinas, California, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Our goal is to help individuals and businesses manage their finances effectively and achieve their financial goals. Contact us today for personalized and efficient financial solutions.
Liberty Tax
Liberty Tax is a trusted financial institution located at 446 South Main Street in Salinas, California. Our team of professionals is dedicated to providing top-notch tax preparation services and financial advice to individuals and businesses in the area. With a focus on accuracy and efficiency, we strive to help our clients maximize their refunds and minimize their tax liabilities. Trust Liberty Tax for all your financial needs and experience the peace of mind that comes with working with a reputable institution.
PA'TODOS TAX SERVICE
PA'TODOS TAX SERVICE is a reputable finance institution located at 560 East Alisal Street in Salinas, California, United States. With a team of experienced professionals, we specialize in providing top-notch tax services to individuals and businesses. Our mission is to ensure that all our clients receive accurate and timely tax assistance to help them navigate through the complexities of tax laws and regulations. Whether you need help with tax preparation, planning, or filing, PA'TODOS TAX SERVICE is here to assist you every step of the way. Contact us today to schedule an appointment and experience the difference our personalized service can make for your financial needs.
Dutra Accountancy Corporation
Dutra Accountancy Corporation is a reputable accounting and finance institution located at 18911 Portola Drive in Salinas, California, United States. With a team of experienced professionals, they offer a wide range of accounting services to individuals and businesses in the area. From tax preparation to financial planning, Dutra Accountancy Corporation is dedicated to providing top-notch services and helping clients achieve their financial goals. Trustworthy and reliable, this institution is a go-to resource for all your accounting and finance needs.
Martin Lowe, CPA
Martin Lowe, CPA is a reputable accounting and finance institution located at 4595 Salina Drive in San Jose, California, United States. With years of experience and expertise in the field, Martin Lowe and his team provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Martin Lowe, CPA is dedicated to helping clients achieve their financial goals with precision and professionalism. Trust Martin Lowe, CPA for all your accounting and finance needs.
H&R Block
H&R Block is a well-known accounting and finance institution located at 1221 South Main Street in Salinas, California, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses looking to navigate the complexities of tax laws and financial planning. Their experienced team of professionals are dedicated to helping clients achieve their financial goals and maximize their returns. Whether you need assistance with tax filing, investment strategies, or retirement planning, H&R Block is committed to providing personalized solutions to meet your needs.
Income Tax Services
Income Tax Services is a reputable institution located at 369 East Market Street in Salinas, California, United States. Specializing in accounting and finance, our knowledgeable team of professionals is dedicated to providing top-notch income tax services to individuals and businesses alike. With years of experience and a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations while maximizing their financial well-being. Whether you need assistance with tax preparation, planning, or filing, Income Tax Services is here to help you every step of the way. Contact us today to schedule an appointment and let us take the stress out of tax season for you.
Kennedy Tax Services
Kennedy Tax Services is a reputable accounting and finance institution located at 45 Martines Road in Salinas, California, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses, including tax preparation, planning, and consulting. Our goal is to help our clients navigate the complex world of taxes and finances with ease and confidence. Contact us today to schedule a consultation and see how we can assist you with all your tax and financial needs.
Rony's tax service
Rony's Tax Service is a professional tax preparation and financial services institution located at 369 East Market Street in Salinas, California, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation and planning to IRS problem resolution, we strive to meet all of our clients' financial needs with accuracy and efficiency. Visit us today to experience personalized service and expert advice for all your tax-related concerns.
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