TOP 30 Financial assistance in bank in Monterey, CA
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Bank of America Financial Center
The Bank of America Financial Center located at 4150 Monterey Street in San Jose, California, is a leading financial institution offering a wide range of banking and finance services. With a strong presence in the United States, Bank of America provides customers with convenient access to banking products, investment opportunities, and financial planning services. Whether you're looking to open a savings account, apply for a loan, or seek advice on managing your finances, the knowledgeable staff at this financial center are ready to assist you. Visit the Bank of America Financial Center in San Jose for all your banking needs.
Royal Business Bank
Royal Business Bank is a trusted financial institution located at 700 West Garvey Avenue in Monterey Park, California. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. Whether you're looking to make a deposit, withdraw cash from our ATMs, or secure a loan, our knowledgeable staff is here to assist you every step of the way. With a commitment to providing excellent customer service and competitive rates, Royal Business Bank is your go-to destination for all your banking needs.
U.S. Bank Branch
The U.S. Bank Branch located at 1400 Munras Avenue in Monterey, California is a trusted financial institution offering a wide range of banking and financial services to individuals and businesses in the area. With a team of knowledgeable professionals, the bank provides personalized assistance to help customers with their financial needs. Whether you are looking for a checking or savings account, a loan, or investment options, U.S. Bank Branch is dedicated to helping you achieve your financial goals. Visit us today to experience superior customer service and expert financial advice.
U.S. Bank Branch
The U.S. Bank Branch located at 495 Washington Street in Monterey, California, is a trusted financial institution offering a wide range of banking and financial services. Whether you need a checking or savings account, a loan for a new home or car, or investment advice, our knowledgeable staff is here to assist you. With a commitment to providing excellent customer service and innovative financial solutions, U.S. Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the convenience and reliability of banking with U.S. Bank.
Merrill Lynch Financial Advisor Morgane McNally
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 Benjamin Bishop
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.
Monterey County Bank
Welcome to Monterey County Bank, your trusted financial partner located in the heart of Carmel-by-the-Sea, California. Conveniently situated at 3785 Vía Nona Marie, our branch offers a comprehensive range of banking and financial services tailored to meet the needs of individuals and businesses alike. As a community-focused bank, we pride ourselves on delivering personalized service with a commitment to fostering long-lasting relationships with our clients. Whether you're looking to open a new account, apply for a loan, or simply use our ATM services, our dedicated team is here to assist you every step of the way. Visit us today and experience the friendly, professional service that sets Monterey County Bank apart.
Santa Cruz County Bank
Welcome to Santa Cruz County Bank, your trusted financial partner located conveniently at 584 Munras Avenue, Monterey, California. As a leading community bank, we are committed to providing exceptional financial services tailored to meet the unique needs of our clients. Our comprehensive range of banking solutions includes personal and business banking, loans, mortgages, and investment services, all designed to help you achieve your financial goals. At Santa Cruz County Bank, we pride ourselves on delivering personalized customer service with a local touch. Our experienced team of financial professionals is dedicated to understanding your needs and providing expert guidance every step of the way. Whether you are looking to open a new account, secure a loan, or plan for your financial future, we are here to assist you with integrity and care.
Mechanics Bank - Monterey Branch
Welcome to Mechanics Bank - Monterey Branch, your trusted partner in banking and financial services, conveniently located at 439 Alvarado Street, Monterey, California. Our branch offers a comprehensive range of services designed to meet your personal and business financial needs. Whether you're looking to open a new account, apply for a loan, or simply use our ATM services, our dedicated team is here to assist you with personalized solutions and expert advice. At Mechanics Bank, we pride ourselves on our commitment to customer satisfaction and community involvement. Visit us today and experience the difference of banking with a local institution that truly understands your financial goals.
Monterey County Bank
Welcome to Monterey County Bank, your trusted financial partner located in the heart of Monterey at 601 Munras Avenue, Monterey, California 93940. As a leading institution in banking and finance, we are committed to providing exceptional service and comprehensive financial solutions tailored to meet your needs. Whether you’re looking to open a checking account, secure a loan, or simply use our convenient ATM services, our team of dedicated professionals is here to assist you every step of the way. At Monterey County Bank, we pride ourselves on fostering a community-focused environment where your financial goals are our top priority. Visit us today and experience personalized banking designed to help you thrive.
Wells Fargo Bank
Welcome to Wells Fargo Bank, conveniently located at 399 Alvarado Street in the heart of beautiful Monterey, California. As a trusted name in the banking and financial services industry, we are committed to providing exceptional service to meet all your personal and business financial needs. Whether you're looking to manage your accounts, explore loan options, or utilize our ATM services, our friendly and knowledgeable staff is here to assist you. Visit us to experience a wide range of banking solutions designed to help you achieve your financial goals. At Wells Fargo Bank, your financial well-being is our top priority.
Comerica Bank
Welcome to Comerica Bank, located at 35 Bonifacio Place in the beautiful city of Monterey, California. As a leading financial institution, we are committed to providing exceptional banking and financial services to our community. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our team of experienced professionals is here to assist you with personalized solutions tailored to your needs. At Comerica Bank, we prioritize building strong relationships with our clients and ensuring a seamless banking experience. Visit us today and discover how we can help you achieve your financial goals.
Pacific Valley Bank
Welcome to Pacific Valley Bank, your trusted financial partner located in the heart of Monterey, California. Situated at 498 Alvarado Street, our branch is dedicated to providing top-notch banking services to meet all your financial needs. As a full-service bank, we offer a wide range of services including personal and business banking, loans, mortgages, and investment opportunities. Our state-of-the-art ATM facilities ensure that you have convenient access to your funds whenever you need them. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our team of experienced professionals is here to assist you with personalized service and expert guidance.
1st Capital Bank
Welcome to 1st Capital Bank, your trusted financial partner located in the heart of Monterey, California. Situated at 300 Bonifacio Place, our bank is dedicated to providing exceptional banking and financial services to our community. Whether you're looking to manage your personal finances, seeking business banking solutions, or in need of convenient ATM services, 1st Capital Bank is here to assist you every step of the way. Our commitment to personalized service and local expertise sets us apart. We understand the unique financial needs of our clients and strive to offer tailored solutions that help you achieve your financial goals. From savings and checking accounts to loans and investment advice, our team of experienced professionals is ready to provide you with the guidance and support you need.
Merrill Lynch Financial Advisor Alexander Duddy
Welcome 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.
1st Capital Bank
Welcome to 1st Capital Bank, your trusted financial partner located in the heart of Monterey, California. Situated at 5 Harris Court N, Monterey, CA 93940, our bank is dedicated to providing exceptional financial services to individuals, businesses, and the community. As a leading financial institution, we offer a comprehensive range of services including personal and business banking, loans, mortgages, and investment solutions tailored to meet your unique needs. At 1st Capital Bank, we pride ourselves on delivering personalized service with a focus on building strong relationships with our clients. Our team of experienced professionals is committed to helping you achieve your financial goals through innovative solutions and expert guidance. Whether you're looking to open a new account, secure a loan, or explore investment opportunities, we are here to assist you every step of the way.
Monterey Peninsula Home Team (Coldwell Banker Previously)
Welcome to Monterey Peninsula Home Team, your premier real estate agency located at 501 Lighthouse Avenue, Pacific Grove, California. Specializing in the beautiful and diverse Monterey Peninsula, our team is passionate about helping you find the perfect property in this stunning region. Whether you're looking for a home in Carmel, Pebble Beach, Carmel Valley, Pacific Grove, Monterey, Marina, Seaside, or along the HWY 68 Corridor, we have the expertise and local knowledge to guide you every step of the way. Our website, www.SearchMontereyPeninsulaHomes.com, is your ultimate resource for exploring all Monterey Peninsula MLS listings. With a user-friendly design and mobile-friendly functionality, our site allows you to search for million-dollar estates, waterfront properties, ocean-view homes, Victorian and Craftsman-style houses, golf course residences, luxury real estate, and much more. We provide a comprehensive breakdown of each city and neighborhood, ensuring your home search is as easy and efficient as possible.
Kevin Bailey - State Farm Insurance Agent
Kevin Bailey - State Farm Insurance Agent is a finance, health, and insurance agency located at 16360 Monterey Street in Morgan Hill, California, United States. As April is Distracted Driving Awareness Month, the institution emphasizes the importance of checking auto insurance liability coverage. Kevin Bailey and his team are dedicated to helping individuals and families properly insure what matters most to them. With over 12 years of experience in the insurance industry and a background in the car business, Kevin understands the value of protecting your assets. The office serves not only Morgan Hill but also the entire states of California, Arizona, and Nevada. Whether you are a long-time resident or new to the area, Kevin and his team are here to assist you with all your insurance needs. They offer a wide range of insurance products and services tailored to meet individual needs at every stage of life.
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.
Enrique Ramirez - State Farm Insurance Agent
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.
Nuvision Credit Union
Nuvision Credit Union, located at 2095 South Atlantic Boulevard in Monterey Park, California, is a trusted financial institution offering ATM services and various finance options. With our enhanced Digital Banking experience, managing your credit and debit cards has never been easier. Enjoy 24/7 access, real-time updates, and customized alerts to simplify your life. As one of Southern California's most reliable credit unions, we strive to provide exceptional service and care to our members. Explore the latest advantages and services we offer to meet your financial needs. Remember, if you encounter any issues with our website, please call 1.800.444.6327 for assistance. Please note that by accessing external websites, Nuvision Credit Union is not responsible for the content, security, or privacy policies on third-party sites. Our social media pages are managed by credit union personnel.
POPA Federal Credit Union
POPA Federal Credit Union is a financial institution located at 1100 Corporate Center Drive in Monterey Park, California, United States. We offer a variety of services including ATM access and financial assistance. Our institution provides valuable resources for college savings, debt management, and savings options for your child's future. Currently, we are offering a limited time 4.80% Annual Percentage Yield 9-Month Share Certificate. Our rates are competitive and subject to change based on creditworthiness. Membership at POPA FCU grants access to online banking, bill pay, direct deposit, and more. Please note that we perform weekly maintenance on Thursday nights from 9:00pm to 1:00am, which may cause intermittent downtime on our website. Join us today to benefit from our services and financial expertise.
Ray Martin - State Farm Insurance Agent
Ray Martin - State Farm Insurance Agent is a trusted insurance agency located at 2115 North Fremont Street in Monterey, California. Conveniently situated next to Denny's, our office is easily accessible for all your insurance needs. Whether you are buying a manufactured or modular home, sending your children back to school, or looking to save on auto repair costs, our team is here to help guide you through the process. At Ray Martin - State Farm Insurance Agent, we offer a range of insurance products including life insurance and annuities issued by State Farm Life Insurance Company, as well as deposit products from U.S. Bank National Association. Our partnership with U.S. Bank National Association also allows us to provide credit card services for your convenience.
Pete Alexander - State Farm Insurance Agent
Welcome to the Pete Alexander State Farm Insurance office located at 2000 Freedom Boulevard in Freedom, California. Our insurance agency, conveniently situated at the corner of Airport and Freedom Blvd in the Safeway Shopping Center, is dedicated to serving the residents of Santa Cruz, San Benito, and Monterey Counties with top-notch Insurance and Financial Services. With over 42 years of experience in the Santa Cruz area, Pete Alexander has deep roots in the community and is committed to helping customers protect what matters most to them. The office specializes in Auto, Motorcycle, ATV, Life Insurance, and Med Supplement coverage. Pete is supported by a team of 6 bilingual licensed Insurance Professionals who are dedicated to finding the right insurance coverage for your specific needs.
Farmers Insurance - Yvonne Ti
Located at 113 Avondale Avenue in Monterey Park, California, Farmers Insurance - Yvonne Ti is a reputable insurance agency serving the local community. With over 30 years of experience in California, Yvonne Ti takes pride in offering personalized and comprehensive insurance solutions to meet the specific needs of each client. Whether you are in need of auto, home, life, commercial, or renters insurance, Yvonne and her team are dedicated to providing outstanding customer service and ensuring that you are well-informed about your coverage options. Conveniently situated behind City Bank and next door to Hong Kong Supermarket, Farmers Insurance - Yvonne Ti makes the insurance selection process straightforward and tailored to your individual requirements. With a focus on education and customer satisfaction, Yvonne Ti aims to assist you in selecting the most cost-effective and suitable insurance plan.
First Command
First Command is a trusted institution located at 200 Camino Aguajito in Monterey, California, United States. As a bank, finance, and insurance agency, we provide comprehensive financial services to our clients. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals and secure their financial future. Whether you need assistance with banking, investment planning, or insurance coverage, First Command is here to provide personalized solutions tailored to your unique needs. Trust First Command to be your partner in financial success.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 200 East Franklin Street in Monterey, California, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch provide financial strategies tailored to each client's unique goals and needs, drawing on years of wealth management knowledge and expertise. In addition to wealth planning advice, Merrill Lynch advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives.
ATM (Quik Stop)
Welcome to ATM (Quik Stop) - Your Convenient Financial Hub in Monterey! Located at 2407 North Fremont Street, Monterey, California, ATM (Quik Stop) is your go-to destination for quick and reliable financial transactions. Whether you're a local resident or just passing through the beautiful city of Monterey, our ATM provides a seamless banking experience, ensuring you have access to your funds whenever you need them.
Luminata Books & Gifts
Welcome to Luminata Books & Gifts: Your Gateway to Literary Treasures in Monterey Nestled in the heart of Monterey, California, at 631 Cass Street, Luminata Books & Gifts is more than just a bookstore—it's a haven for book lovers and gift seekers alike. Our charming store offers a diverse selection of both new and used books, ensuring that every visitor can find something to spark their interest and imagination.
Santa Cruz Community Credit Union
Welcome to Santa Cruz Community Credit Union, your trusted financial partner located at 2750 41st Avenue, Soquel, California 95073. As a dedicated not-for-profit financial cooperative, we are committed to empowering our community by offering affordable financial products and services for everyone, without exception. At Santa Cruz Community Credit Union, we believe in putting you in charge of your financial future. That's why we provide a wide range of resources, including 24/7 online tools, access to thousands of surcharge-free ATMs, and local branches staffed with bilingual team members ready to assist you. Our focus is on your money, not ours, which means you can enjoy accounts and loans with lower fees, better rates, and less hassle.
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