Financial guide in Monterey, CA
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Monterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838
● ClosedMonterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838 is a reputable finance institution located at 2601 41st Avenue, Soquel, California, United States. With a focus on providing top-notch mortgage services, they specialize in helping individuals and families secure financing for their dream homes. Their team of experienced professionals is dedicated to guiding clients through the mortgage process with personalized attention and expert advice. Whether you are a first-time homebuyer or looking to refinance, Monterey Bay Mortgage is committed to helping you achieve your financial goals.
2601 41st Ave C, Soquel, CA 95073, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 401 Fremont Street in Monterey, California. Our team of expert advisors provides personalized financial solutions to help clients achieve their financial goals. With a wealth of experience and expertise in the finance industry, we offer comprehensive wealth management services, investment advice, retirement planning, and more. Trust Morgan Stanley Financial Advisors to guide you towards a secure financial future.
401 Fremont St Suite 200, Monterey, CA 93940, United States -
Belville Financial Advisors
● OpenBelville Financial Advisors is a leading finance institution located at 30 Ryan Court in Monterey, California, United States. Our team of experienced advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals. From investment planning to retirement strategies, we offer a wide range of services to meet the unique needs of each individual. Trust Belville Financial Advisors to guide you towards a secure financial future.
30 Ryan Ct STE 260, Monterey, CA 93940, United States -
Richard Fogg - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRichard Fogg - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 659 Abrego Street in Monterey, California. With a focus on providing personalized wealth management services, Richard Fogg helps clients navigate their financial goals and secure their financial future. As a part of Ameriprise Financial Services, LLC, Richard Fogg offers comprehensive financial planning, investment management, and retirement planning services to individuals and families in the Monterey area. Trust Richard Fogg to guide you towards financial success and peace of mind.
659 Abrego St #4, Monterey, CA 93940, United States -
Nate Steen - Financial Advisor, Ameriprise Financial Services, LLC
● OpenNate Steen is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 30 Ragsdale Drive in Monterey, California. With a focus on providing personalized and comprehensive financial planning services, Nate helps clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Nate Steen is committed to guiding you every step of the way. Trust in Nate Steen and Ameriprise Financial Services, LLC to provide expert financial advice and exceptional service.
30 Ragsdale Dr #110, Monterey, CA 93940, United States -
Chad Parker - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedChad Parker - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 99 Pacific Street in Monterey, California. With a focus on providing personalized wealth management services, Chad Parker helps clients achieve their financial goals through strategic planning and expert advice. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Chad Parker is dedicated to guiding you every step of the way. Trust Ameriprise Financial Services, LLC for all your financial needs.
99 Pacific St Ste 355B 355C, Monterey, CA 93940, United States -
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals. Located at 99 Pacific Street in Monterey, California, Lesley provides personalized financial planning services to individuals and families. With a focus on building long-term relationships, she offers expert advice on investments, retirement planning, estate planning, and more. Trust Lesley Lemessurier to guide you towards a secure financial future.
99 Pacific St Ste 355B 355C, Monterey, CA 93940, United States -
Merrill Lynch Financial Advisor Hilary T Baumstarck
● ClosedMerrill Lynch Financial Advisor Hilary T Baumstarck is a finance institution located at 200 East Franklin Street in Monterey, California, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. As a Wealth Management Client Associate and Resident Director Assistant, the financial advisor focuses on your family, goals, and priorities, adapting to your changing needs over time. Through conversations, they help identify and prioritize your most important goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. With the Investment Personality Assessment, they tailor a financial approach to your preferences and aspirations, helping you pursue what matters most. The institution offers tools to track changes in your life and goals, ensuring your financial approach evolves accordingly. Their mission is to understand you and your priorities, designing a personalized plan to help you achieve your financial goals while managing investment risk. With the Merrill Personal Wealth Analysis™, they create a plan centered on your goals and aspirations. Through ongoing reviews and adjustments, they help you stay on track to reach what's most important to you. By getting to know you personally, they can offer a financial approach that reflects your personality and priorities, guiding you through market fluctuations and life changes. As a Merrill Lynch Wealth Management Advisor, they provide customized investment strategies to address your needs and pursue your goals, putting you first every day. With access to investment insights and comprehensive financial solutions, they help you navigate the complexities of your financial life. Let Merrill Lynch Financial Advisor Hilary T Baumstarck help you achieve your financial goals and live your best financial life.
200 E Franklin St, Monterey, CA 93940, United States -
Merrill Lynch Financial Advisor Ramsin J Ganji
● ClosedMerrill 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.
200 E Franklin St, Monterey, CA 93940, United States -
Monterey Regional Airport
● OpenWelcome to Monterey Regional Airport, your gateway to the scenic Monterey Peninsula and beyond. Conveniently located at 200 Fred Kane Drive, Monterey, California, MRY offers an effortless travel experience with over 40 flights arriving and departing daily. Enjoy the convenience of parking just a short walk from the terminal, with curbside spots available for quick passenger drop-offs. Navigating our airport is a breeze, thanks to a straightforward terminal layout and a helpful directory map to guide you. Whether you're arriving or departing, various transportation options, including rideshares, taxis, and buses, are readily available to connect you to your final destination.
200 Fred Kane Drive, Monterey, California 93940, United States -
Monterey Peninsula Capital Patners, inc.
● ClosedWelcome to Monterey Peninsula Capital Partners, Inc., your trusted financial partner located in the heart of beautiful Monterey, California. Situated at 1010 Cass Street, we are dedicated to providing personalized financial solutions to help you achieve your financial goals. Our experienced team of professionals specializes in a wide range of financial services tailored to meet the unique needs of individuals and businesses alike. Whether you're seeking investment advice, retirement planning, wealth management, or business financial consulting, we are committed to delivering exceptional service with integrity and expertise. At Monterey Peninsula Capital Partners, Inc., we understand the importance of building lasting relationships with our clients and are here to guide you every step of the way on your financial journey. Visit us today to discover how we can help you secure a prosperous future.
1010 Cass Street, Monterey, California 93940, United States -
Merrill Lynch Financial Advisor Alexander Duddy
● ClosedWelcome 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.
200 East Franklin Street, Monterey, California 93940, United States -
Paul Cahalan - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome 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.
1 Lower Ragsdale Drive, Monterey, California 93940, United States -
Monterey Bay Bank Loan Office
● OpenWelcome to Monterey Bay Bank Loan Office, your trusted financial partner located in the heart of Los Angeles at 6080 Center Drive, California. We specialize in providing exceptional financial services to meet all your lending needs. Whether you're looking to secure a personal loan, finance your dream home, or support your business ventures, our dedicated team of financial experts is here to guide you every step of the way. At Monterey Bay Bank Loan Office, we pride ourselves on offering personalized solutions tailored to your unique circumstances. Our commitment to transparency, integrity, and customer satisfaction ensures that you receive the best possible financial advice and support. With a focus on building long-term relationships, we strive to empower our clients with the knowledge and resources needed to achieve their financial goals.
6080 Center Drive, Los Angeles, California 90045, United States -
Monterey Peninsula Home Team (Coldwell Banker Previously)
● OpenWelcome 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.
501 Lighthouse Avenue, Pacific Grove, California 93950, United States -
Monterey Peninsula Home Team - Mark Bruno - Pacific Grove
● OpenWelcome to Monterey Peninsula Home Team - Mark Bruno Located at 501 Lighthouse Avenue in the charming city of Pacific Grove, California, Monterey Peninsula Home Team - Mark Bruno is your premier real estate agency specializing in the vibrant Pacific Grove area. Our mission is to simplify your real estate journey by providing an easy-to-use platform that houses the most accurate and up-to-date listings from the official Pacific Grove MLS. Whether you're looking to buy or sell a home, condo, or property, our team is dedicated to delivering comprehensive services tailored to your needs.
501 Lighthouse Avenue, Pacific Grove, California 93950, United States -
Roll Up Realty Group
● ClosedRoll Up Realty Group, located at 7500 Monterey Street in Gilroy, California, is a real estate agency that has been serving the community since 2001 under San Felipe Realty & Mortgage Inc. They specialize in assisting California home buyers with various down payment assistance programs such as the GSFA Platinum Grant, USDA Loans, Cal-HFA, and VA Home Loans. These programs offer zero or low down payment options, competitive interest rates, and support for low to moderate-income families. Their team has successfully helped numerous clients secure their dream homes, such as Mr. J.C. Apsay from Clovis, Rochelle Goose from San Diego, and Mr. & Mrs. Paulo, Mayleen Ordinanza from San Diego. Whether you are looking to buy or sell a property, Roll Up Realty Group is dedicated to guiding you through the entire process with expertise and care.
7500 Monterey Rd, Gilroy, CA 95020, United States -
Community Health Innovations
● ClosedCommunity Health Innovations, located at 10 Ragsdale Drive in Monterey, California, is dedicated to promoting wellness and delivering the best care to individuals in the community. With a focus on overcoming barriers to health, such as financial, emotional, physical, and clinical obstacles, the institution aims to provide comprehensive support to patients. Type 2 diabetes is a growing concern in Monterey County, and Community Health Innovations is committed to raising awareness and providing resources to help individuals combat this disease. Through their website DontFeedTheDiabetes.com, individuals can access valuable information and support to manage and prevent diabetes.
10 Ragsdale Dr STE 102, Monterey, CA 93940, United States -
HealthMarkets Insurance - Ronnie Almaraz
● ClosedHealthMarkets Insurance - Ronnie Almaraz is a trusted health insurance agency located at 16985 Monterey Street in Morgan Hill, California. With a focus on providing personalized and comprehensive insurance solutions, our team is dedicated to helping individuals and families find the right coverage to meet their healthcare needs. Whether you are looking for individual, family, or Medicare insurance, we are here to guide you through the process and ensure you have the coverage you need. Contact us today to schedule a consultation and take the first step towards securing your health and financial well-being.
16985 Monterey Hwy #306, Morgan Hill, CA 95037, United States -
HealthMarkets Insurance - Alexis Almaraz
● OpenHealthMarkets Insurance - Alexis Almaraz is a reputable health insurance agency located at 16985 Monterey Street in Morgan Hill, California. With a focus on providing personalized and comprehensive insurance solutions, Alexis Almaraz and her team are dedicated to helping individuals and families find the right health coverage to meet their specific needs. Whether you are looking for individual, family, or Medicare insurance options, HealthMarkets Insurance is committed to guiding you through the process and ensuring you have the coverage you need for peace of mind. Contact them today to schedule a consultation and take the first step towards securing your health and financial well-being.
16985 Monterey Hwy, Morgan Hill, CA 95037, United States -
New York Life
● ClosedNew York Life, located at 75 Soledad Drive in Monterey, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution provides coverage to help pay for everyday tasks, replace lost income due to sickness or injury, and offer professionally managed investments with potential market gains. They offer bundled investments with low fees, options to pay for education expenses, and the ability to receive income for as long as needed.
75 Soledad Dr, Monterey, CA 93940, United States -
Laurrie Pike Insurance Agency
● ClosedLaurrie Pike Insurance Agency is a trusted health insurance agency located at 404 West Franklin Street in Monterey, California, United States. With a commitment to providing personalized and comprehensive insurance solutions, our agency helps individuals and families find the right coverage to meet their healthcare needs. Whether you are looking for individual health insurance, group health plans, or Medicare options, our experienced agents are here to guide you through the process and ensure you have the protection you need. Contact Laurrie Pike Insurance Agency today to learn more about our services and how we can help you secure peace of mind for your health and well-being.
404 W Franklin St, Monterey, CA 93940, United States -
TreeHouse Mortgage Group
● ClosedTreeHouse Mortgage Group is a leading finance institution located at 288 Pearl Street in the picturesque city of Monterey, California. Our dedicated team of experts is committed to providing personalized mortgage solutions to help our clients achieve their homeownership dreams. With years of experience and a reputation for excellence, we pride ourselves on offering competitive rates and exceptional customer service. Whether you are purchasing a new home or refinancing an existing mortgage, TreeHouse Mortgage Group is here to guide you every step of the way. Visit us today and see how we can help you secure the perfect loan for your needs.
288 Pearl St floor 2, Monterey, CA 93940, United States -
Ray Martin - State Farm Insurance Agent
● ClosedRay 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.
2115 N Fremont St, Monterey, CA 93940, United States -
Farmers Insurance - Soo Lee
● ClosedFarmers Insurance - Soo Lee is an insurance agency located at 191 Lighthouse Avenue in Monterey, California. As a local Farmers® agent in Seaside, CA, Soo Lee helps customers identify insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of coverage options including auto, home, renters, business insurance, and more. Soo Lee can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, or assistance with deductibles and medical payments, Soo Lee can help guide you through the process. Protect your most valuable possessions with insurance from Farmers®. Get competitive rates on home insurance, renters insurance, life insurance, condo insurance, and more. Soo Lee can help you review your policies and create a plan that provides financial support for those who depend on you. Farmers Insurance also offers business insurance options to help reduce risk and protect your investment.
191 Lighthouse Ave Ste A1, Monterey, CA 93940, United States -
Pete Alexander - State Farm Insurance Agent
● ClosedWelcome 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.
2000 Freedom Blvd Ste A, Freedom, CA 95019, United States -
Farmers Insurance - Jorge Edeza
● ClosedFarmers Insurance - Jorge Edeza is a trusted insurance agency located at 233 Monterey Street, Salinas, California, United States. As your local Farmers® agent, Jorge Edeza helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Jorge has the knowledge and experience to guide you through the process and help you understand your coverage options. With over 80 years of experience, Farmers® provides reliable insurance products to protect your assets in case of unexpected events. Additionally, Jorge offers life insurance, renters insurance, condo insurance, and personalized financial planning services to help you secure a stable future. Contact Farmers Insurance - Jorge Edeza today for a personalized insurance quote and start protecting what matters most to you.
233 Monterey St, Salinas, CA 93901, United States -
M.I.I.S.
● OpenThe 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.
425 Van Buren St, Monterey, CA 93940, United States -
Naval Postgraduate School Foundation
● ClosedThe 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.
283 Cottage Way, Monterey, CA 93943, United States -
Tran Bankruptcy Law
● ClosedTran Bankruptcy Law, located at 215 West Pomona Boulevard in Monterey Park, California, is a finance and lawyer institution specializing in Chapter 7 bankruptcy. This powerful debt relief tool helps clients discharge certain debts and start fresh. Clients with regular income can develop a plan to repay all or part of their debts for a brighter financial future. Attorney Rex Tran, a United States Army veteran, offers free consultations and guides clients through each step of the process. Whether you are struggling with debt or considering filing for bankruptcy, Tran Bankruptcy Law can provide you with the assistance you need. From creditor objections to proof of claims, their experienced team is here to help you navigate the complexities of bankruptcy law. If you are facing overwhelming debt, consider reaching out to Tran Bankruptcy Law for a fresh start and a path towards financial stability.
215 W Pomona Blvd #310, Monterey Park, CA 91754, United States
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