Financial advisory in Salinas, California

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.

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.

David Nelson - Financial Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 307 Main Street in Salinas, California, United States. As a finance institution, David Nelson offers expert financial advice and services to help clients achieve their financial goals and secure their future. With a focus on personalized financial planning, investment management, and retirement planning, David Nelson is dedicated to providing top-tier financial solutions tailored to each client's unique needs. Trust David Nelson - Financial Advisor, Ameriprise Financial Services, LLC to guide you towards a secure and prosperous financial future.

Salinas Tax Service is a reputable accounting and finance institution located at 3065 Porter Street in Soquel, California, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses, ensuring compliance with tax laws and maximizing returns. Whether you need help with tax preparation, planning, or representation, Salinas Tax Service is dedicated to providing personalized and efficient solutions to meet your financial needs. Contact them today to schedule a consultation and take control of your finances.

Nessa Business Solutions is a leading accounting and finance institution located at 11 West Laurel Drive in Salinas, California, United States. We offer a wide range of financial services to help businesses manage their finances effectively and achieve their goals. Our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you need assistance with bookkeeping, tax preparation, or financial planning, Nessa Business Solutions is here to help you succeed. Contact us today to learn more about how we can support your business.

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.

Pronto Dollars is a reputable institution located at 1540 Constitution Boulevard in Salinas, California, United States. Specializing in accounting, finance, and insurance services, Pronto Dollars is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, insurance consultations, and more. Trust Pronto Dollars to help you manage your finances effectively and secure your financial future.

S & H Accounting and Business Services is a reputable institution located at 1463 North Davis Road in Salinas, California. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With years of experience and a commitment to excellence, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Trust S & H Accounting and Business Services to help you achieve your financial goals and secure a stable financial future.

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.

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.

Universal Tax & Business Services is a reputable accounting and finance institution located at 632 Columbia Avenue in Salinas, California, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, payroll management, and financial planning. Our goal is to help individuals and businesses navigate the complexities of the financial world with ease and confidence. Whether you need assistance with tax filing or strategic financial planning, Universal Tax & Business Services is here to help you achieve your goals.

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.

Ryan & McDonald LLP is a reputable accounting and finance institution located at 913 Blanco Circle in Salinas, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our expertise in accounting and finance allows us to provide tailored solutions to meet our clients' needs and help them achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or business consulting, Ryan & McDonald LLP is committed to providing exceptional service and ensuring your financial success.

Greg Thelen, CPA is a reputable accounting and finance institution located at 1260 South Main Street in Salinas, California, United States. With years of experience and expertise in the field, Greg Thelen and his team provide top-notch financial services to individuals and businesses. Whether you need tax preparation, bookkeeping, or financial planning, Greg Thelen, CPA is dedicated to helping clients achieve their financial goals. Trustworthy, reliable, and professional, this institution is committed to providing excellent service to all clients.