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TOP 30 Financial education services in Monterey, CA
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Middlebury Institute of International Studies at Monterey
The Middlebury Institute of International Studies at Monterey, located in Monterey, California, is a graduate school of Middlebury College that offers in-person and online master's programs to transform your global career. The institute is home to leading experts in global security, sustainability, development, education, and language services who will mentor you in advancing understanding, promoting peace, and driving change for a more just world. Students have the opportunity to participate in experiential learning trips, crisis simulations, and presentations at national competitions. With a focus on language studies and practical solutions, the institute prepares students for rewarding careers in high-demand global industries. The diverse student body and dedicated faculty create a unique and dynamic learning environment where students can gain valuable skills and experiences. Graduates of the institute have gone on to work in a variety of fields, from international security to education to translation and interpretation. With scholarships, grants, and other financial aid options available, the Middlebury Institute offers an affordable investment in your future as a global leader.
Merrill Lynch Financial Advisor Aida Rosas
Merrill 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.
Merrill Lynch Financial Advisor Carrie Duddy
Merrill 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.
Chuck A Evans - Financial Advisor, Ameriprise Financial Services, LLC
Chuck A Evans is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located in Monterey, California. With a focus on providing personalized financial planning and investment management services, Chuck helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or investing for the long term, Chuck A Evans is dedicated to helping you make informed financial decisions. Visit our office at 2 Lower Ragsdale Drive to start planning for a brighter financial future today.
Herminia Ojeda - Financial Advisor, Ameriprise Financial Services, LLC
Herminia 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.
Edward Jones - Financial Advisor: Tammy R Jones, AAMS™
Edward 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.
Merrill Lynch Financial Advisor Elizabeth G Kirkpatrick
Merrill Lynch Financial Advisor Elizabeth G Kirkpatrick is a prestigious finance institution located at 200 East Franklin Street in Monterey, California, United States. The institution prides itself on its team of talented and experienced individuals who are 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, Elizabeth G Kirkpatrick focuses on understanding the individual needs and goals of each client, adapting their financial approach to suit their ever-changing priorities. By listening carefully and asking thoughtful questions, Elizabeth works with clients to design and implement personalized plans aimed at helping them pursue their financial goals while managing investment risk.
John V Giammanco - Financial Advisor, Ameriprise Financial Services, LLC
John V Giammanco is a dedicated and experienced financial advisor at Ameriprise Financial Services, LLC located in Monterey, California. With a focus on providing personalized financial planning and investment strategies, John V Giammanco helps clients navigate the complexities of managing their finances and reaching their financial goals. Whether you are planning for retirement, saving for your children's education, or investing for the future, John V Giammanco is committed to providing expert guidance and tailored solutions to help you achieve financial success. Visit the office at 2 Lower Ragsdale Drive to start your journey towards financial security and peace of mind.
Chuck R Evans - Financial Advisor, Ameriprise Financial Services, LLC
Chuck R Evans is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located in Monterey, California. With a focus on providing personalized financial planning and investment services, Chuck helps clients navigate the complexities of managing their finances and achieving their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Chuck R Evans can provide expert guidance and support. Visit the office at 2 Lower Ragsdale Drive to start planning for a secure financial future today.
Merrill Lynch Financial Advisor Jason R Griffin
Merrill 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.
Merrill Lynch Financial Advisor Ramsin J Ganji
Merrill 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.
Chris Stapleton - Financial Advisor, Ameriprise Financial Services, LLC
Chris Stapleton is a skilled financial advisor at Ameriprise Financial Services, LLC, located at 40 Ragsdale Drive in Monterey, California. With a focus on helping clients achieve their financial goals, Chris offers personalized investment strategies and comprehensive financial planning services. Whether you are looking to build wealth, save for retirement, or plan for your children's education, Chris is dedicated to providing expert guidance and support every step of the way. Trust in Chris Stapleton and Ameriprise Financial Services, LLC to help secure your financial future.
Chuck R. Evans - RBC Wealth Management Financial Advisor
Chuck R. Evans - RBC Wealth Management Financial Advisor is a reputable finance institution located at 4 Lower Ragsdale Drive in Monterey, California, United States. As a dedicated financial advisor, Chuck R. Evans offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, Chuck R. Evans is committed to helping clients navigate the complexities of the financial market and make informed investment decisions. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Chuck R. Evans - RBC Wealth Management Financial Advisor is here to help you every step of the way.
Edward Jones - Financial Advisor: John G Musni, AAMS™
Edward Jones - Financial Advisor: John G Musni, AAMS™ is a reputable financial institution located at 201 Monterey Salinas Highway in Salinas, California, United States. Specializing in finance, John G Musni, AAMS™ offers personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance and tailored solutions to secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: John G Musni, AAMS™ is committed to providing top-notch financial advice and services.
GIAMMANCO FINANCIAL GROUP - Ameriprise Financial Services, LLC
GIAMMANCO FINANCIAL GROUP - Ameriprise Financial Services, LLC is a renowned finance institution located at 2 Lower Ragsdale Drive in Monterey, California, United States. With a team of experienced financial advisors, they provide comprehensive financial planning and investment management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, GIAMMANCO FINANCIAL GROUP can provide personalized solutions to meet your needs. Trustworthy, reliable, and dedicated to client satisfaction, they are committed to helping you secure your financial future.
Edward Jones - Financial Advisor: Jim Haack, AAMS™
Edward Jones - Financial Advisor: Jim Haack, AAMS™ is a renowned finance institution located at 1347 Monterey Street in San Luis Obispo, California, United States. With a focus on providing personalized financial services, Jim Haack, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Jim Haack, AAMS™ is dedicated to helping you make informed decisions and secure your financial future. Contact them today to schedule a consultation and take the first step towards financial success.
Paul Cahalan - Financial Advisor, Ameriprise Financial Services, LLC
Welcome 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.
Michael McCloud - Financial Advisor, Ameriprise Financial Services, LLC
Welcome 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.
Chuck Hewett - State Farm Insurance Agent
Chuck Hewett - State Farm Insurance Agent is located at 9 Soledad Drive in Monterey, California, United States. Our insurance agency specializes in helping Monterey County residents and businesses with all their financial and insurance needs. Chuck Hewett, with over 33 years of experience in the insurance industry, has been a State Farm Agent since 2003 and is dedicated to helping clients plan for the unexpected. Our team is ready to assist you with your Car Insurance, Home Insurance, and Business Insurance needs. We strive to help you navigate through life as your needs change. Whether you need assistance with insurance or are looking to relocate to the Monterey Peninsula, we are here to help.
Allan Cheng - State Farm Insurance Agent
Allan Cheng - State Farm Insurance Agent is a reputable insurance agency located at 130 East Valley Boulevard in Alhambra, California. The agency is conveniently situated near the corner of Valley and S Monterey St, just west of Savoy Kitchen. Allan Cheng, the owner, is a dedicated family man with a strong educational background, holding degrees from UC Berkeley, Stanford University, and UCLA Anderson School. He is actively involved in the community, volunteering with the Arcadia Educational Foundation and supporting local schools and colleges. The agency offers a range of insurance services, including auto, home, life, and health insurance, as well as retirement planning. Allan and his team are committed to providing personalized service to customers in cities near Los Angeles, such as Arcadia, Montebello, Pasadena, and many more. With a focus on customer satisfaction and competitive pricing, the agency strives to meet the needs of individuals, families, and small business owners.
Mexican American Opportunity
Mexican American Opportunity Foundation (MAOF) is a multi-generational institution located at 330 South Ford Boulevard in Los Angeles, California. We provide social services for individuals of all ages, from infants to seniors, through our four pillars: early child education services, senior services, community development services, and community partnership services. Since our establishment in 1963, we have grown to become one of the largest nonprofits in California, with an annual operating budget exceeding $100 million. We serve over 125,000 people annually across seven counties in California, including Los Angeles, San Bernardino, Orange, San Diego, Ventura, Kern, and Monterey.
Mobile Notary Rose
Mobile Notary Rose is a finance institution located at 400 South Atlantic Boulevard in Monterey Park, California. Specializing in Mobile Notary services in the West San Gabriel Valley area, Mobile Notary Rose now also offers daytime appointments at their office location. Visit them at Suite #228 to have your documents notarized efficiently and conveniently.
M.I.I.S.
The Middlebury Institute of International Studies at Monterey (M.I.I.S.) is a prestigious graduate school located at 425 Van Buren Street in Monterey, California, United States. Our institution offers in-person and online master's programs that will prepare you for a successful global career. Our beautiful campus in Monterey provides the perfect setting to meet professionals who will guide you towards achieving your personal and professional goals. At M.I.I.S., you will have the opportunity to learn from leading experts in various fields such as global security, sustainability, development, education, and language services. Our faculty members will mentor you and help you develop practical solutions to global challenges. Whether you are participating in simulations, experiential learning trips, or presenting innovative projects, you will gain valuable hands-on experience at our institution. Our unique language programs focus on practical usage, allowing you to apply your language skills in real-world scenarios. From networking opportunities to internships, we provide the tools and support you need to launch a successful career in your chosen field. With scholarships and financial aid options available, investing in a graduate degree from M.I.I.S. is a smart choice for your future. Join us at the Middlebury Institute and become a leader in the global arena.
Naval Postgraduate School Foundation
The Naval Postgraduate School Foundation, located in Monterey, California, is dedicated to supporting the Naval Postgraduate School in addressing the defense challenges of today and tomorrow. By investing in the school, the community can have a significant impact on our military's ability to prevent and win wars. The institution boasts a world-class faculty and students who bring their operational experiences to tackle the country's most pressing issues. Students at NPS have the unique opportunity to affect real change and deepen ties with the U.S. Pacific Fleet to enhance our capabilities and guide future generations of warfighters. The interdisciplinary nature of the academics and student population fosters innovation and critical thinking, preparing individuals to make informed decisions in the face of evolving threats.
McCone Building
Located at 499 Pierce Street in Monterey, California, the McCone Building is home to the Middlebury Institute of International Studies. This graduate school is dedicated to preparing students for impactful careers that promote peace and positive change in the world. The Institute offers scholarships for both U.S. and international students, as well as benefits for active military and veterans. The Office of Student Financial Services is available to help students understand and finance their education. Tuition and fee information can be found on the Institute's website. Admissions events are held on campus, in nearby cities, and online for prospective students. Visitors are encouraged to tour the campus and see if the Institute is the right fit for them. With a variety of graduate programs and tuition benefits for veterans and their dependents, the Middlebury Institute is committed to providing a diverse and supportive academic environment.
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.
East L.A. College
East L.A. College is a bustling transit station located in Monterey Park, California, United States. This institution serves as a hub for commuters and travelers, offering convenient access to various modes of transportation. With its central location and efficient services, East L.A. College is a vital link in the region's transportation network. Whether you're heading to work, school, or exploring the sights and sounds of Monterey Park, this transit station is the perfect starting point for your journey.
Buaya Pacific Management LLC
Buaya Pacific Management LLC is a top-tier Prime and support sub-Contract support company located at 45 Laguna Grande Court in Monterey, California. With over 25 years of experience in various industries such as Government, Hospitality, IT, Military, and Education, Buaya Pacific is dedicated to providing exceptional contract and program support services. As an 8(a) minority owned small business management, BPM LLC specializes in project management, financial analysis, system analysis, human resources, and budget planning for Federal and State contracting. Trust Buaya Pacific Management LLC for all your contract and program support needs.
Mid Coast Fire Brigade
Welcome to Mid Coast Fire Brigade Located at 38841 Palo Colorado Road, Carmel-by-the-Sea, California, the Mid Coast Fire Brigade is a vital part of our community, dedicated to providing essential fire and emergency services. Established in June 1979, our brigade was formed to address the need for year-round emergency services, complementing the seasonal wildland fire protection offered by Cal Fire.
Los Angeles County Fire Dept. Station 72
Welcome to Los Angeles County Fire Dept. Station 72, proudly serving the Malibu community from our location at 1832 Decker Road, Malibu, California 90265. As part of the renowned Los Angeles County Fire Department, Station 72 is committed to providing exceptional fire and emergency services to safeguard the lives and property of our residents. Our firefighters are recognized globally for their expertise and dedication. We invite those interested to explore the steps to becoming a Los Angeles County firefighter or lifeguard, joining a team that stands among the world's best in ocean lifeguarding and fire services.
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