TOP 30 Financial institution near in Monterey, California

352 results found

Monterey Credit Union is a reliable financial institution located at 1760 Airline Highway in Hollister, California, United States. As a credit union, we offer a range of financial services including ATM access, loans, savings accounts, and more. Our dedicated team is committed to providing personalized and friendly service to help our members achieve their financial goals. Visit us today to experience the benefits of banking with Monterey Credit Union.

Vista Monterey is a prestigious institution located at 146 Monterey Boulevard in San Francisco, California. With a prime location in the heart of the city, Vista Monterey offers a wide range of educational programs and services to meet the needs of students from diverse backgrounds. Our dedicated faculty and staff are committed to providing a supportive and enriching learning environment for all students. Whether you are looking to further your education, enhance your skills, or pursue a new career path, Vista Monterey is the place to be. Join us and embark on a journey towards success and personal growth.

A Monterey Notary is a finance institution located at 69 Soledad Drive in Monterey, California, United States. Operated by Michael J. Mendenhall, a registered Legal Document Assistant in Monterey County with registration number LDA3, the institution provides notary services for a variety of legal documents. Their current registration is valid until January 25, 2024.

Monterey Credit Union is a trusted financial institution located at 501 East Franklin Street in Monterey, California. As a credit union, we offer a wide range of financial services including savings accounts, loans, and investment options to help our members achieve their financial goals. Our convenient ATM services provide easy access to cash withdrawals and account inquiries. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.

Monterey 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.

PrimeLending, A PlainsCapital Company in Monterey is a leading finance institution located at 24560 Silver Cloud Court in Monterey, California. As a part of the PlainsCapital family, we offer a wide range of financial services including mortgage lending, refinancing, and home loan solutions. Our team of experienced professionals is dedicated to providing personalized assistance to help clients achieve their financial goals. Whether you are a first-time homebuyer or looking to refinance your current mortgage, PrimeLending in Monterey is here to help you every step of the way. Visit us today to learn more about our services and how we can assist you with your financial needs.

OneMain Financial is a reputable finance institution located at 2048 South Atlantic Boulevard in Monterey Park, California. With a strong presence in the United States, OneMain Financial offers a wide range of financial services to help individuals achieve their financial goals. Whether you are looking for personal loans, debt consolidation, or other financial solutions, OneMain Financial provides reliable and personalized assistance to meet your needs. With a focus on customer satisfaction and financial stability, OneMain Financial is committed to helping you navigate the complexities of personal finance with confidence and ease.

Monterey Financial Services Inc is a finance institution located at 4095 Avenida De La Plata in Oceanside, California, United States. They provide a wide range of financial services to individuals and businesses, including loans, credit management, and debt collection. With a team of experienced professionals, Monterey Financial Services Inc is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial industry. Whether you are looking for a loan or need assistance with managing your finances, Monterey Financial Services Inc is here to help.

The Law Office of Jeremy F. Peck & Monterey Peninsula Bankruptcy is a trusted institution located at 110 Webster Street in Monterey, California, United States. Specializing in finance and legal services, we proudly serve the Central Coast and greater Bay Area. Whether you are considering Chapter 7 or Chapter 13 bankruptcy, our experienced attorney, Jeremy F. Peck, is here to provide quality, individualized representation to individuals and small businesses in Monterey, Santa Cruz, San Benito, Santa Clara, San Francisco, and Alameda Counties since 2009. Chapter 7 bankruptcy, also known as “straight” or “liquidation” bankruptcy, offers a quick way to eliminate unsecured debts such as credit card and medical debt. On the other hand, Chapter 13 bankruptcy focuses on reorganizing your debts to make them more manageable over time. Despite common misconceptions, bankruptcy may not necessarily harm your credit score, especially if it has already been affected by other financial issues.

The Bank of America Financial Center located at 200 East Franklin Street in Monterey, California, is a leading financial institution offering a wide range of banking and financial services. Whether you are looking to open a savings account, apply for a loan, or invest in the stock market, our knowledgeable staff is here to help you achieve your financial goals. With a strong presence in the United States, Bank of America is dedicated to providing exceptional customer service and innovative financial solutions to individuals and businesses alike. Visit us today to experience the convenience and reliability of banking with Bank of America.

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.

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.

Monterey Private Wealth is a leading financial institution located at 4900 Hopyard Road in Pleasanton, California, United States. As a premier provider of wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored investment strategies, Monterey Private Wealth is committed to delivering exceptional results for our clients. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our team is here to provide expert guidance and support every step of the way. Contact us today to learn more about how Monterey Private Wealth can help you achieve financial success.

J Ward Financial is a reputable finance institution located at 16360 Monterey Street in Morgan Hill, California, United States. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, J Ward Financial is here to support you every step of the way. Trust us to provide personalized solutions tailored to your unique financial needs. Visit us today and let us help you secure a brighter financial future.

Morgan 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.

Central Coast Financial Management is a leading finance institution located at 299 Webster Street in Monterey, California. Our team of experienced financial experts provides a wide range of services including investment management, financial planning, retirement planning, and wealth management. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Central Coast Financial Management can help you reach your financial goals.

AJ Houston Financial Services is a well-established accounting and finance institution located at 225 Cannery Row in beautiful Monterey, California. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses alike. From tax preparation to investment planning, we are dedicated to helping our clients achieve their financial goals. Visit us today to see how we can assist you with all your accounting and finance needs.

Thrivent Financial, located at 150 Carmelito Avenue in Monterey, California, is a finance institution that believes everyone deserves a financial plan they can be confident about. They offer free virtual coaching services through Money Canvas™ to help individuals build healthier money habits at their own pace. Thrivent seeks to understand each client's unique needs to create a financial plan that prioritizes what matters most to them. Their financial advisors help clients at every stage of life, from starting out to nearing retirement, by identifying strategies and solutions to help achieve their goals. Thrivent also offers charitable planning options and generosity programs to help clients give back to their communities. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization that provides advice, investments, insurance, banking, and generosity programs.

Belville 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.

Monterey Private Wealth is a premier finance institution located at 2340 Garden Road in the beautiful city of Monterey, California, United States. Our team of experienced financial experts is dedicated to providing personalized wealth management services to our clients. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help you achieve your financial goals. At Monterey Private Wealth, we prioritize building long-term relationships with our clients based on trust, transparency, and exceptional service. Contact us today to learn more about how we can help you secure your financial future.

Edward Jones - Financial Advisor: Milda Esquivel, AAMS™ is a trusted financial institution located at 2 Lower Ragsdale Drive in Monterey, California, United States. Specializing in providing personalized financial advice and services, Milda Esquivel, a certified Accredited Asset Management Specialist (AAMS™), offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones is a reliable partner in navigating the complexities of financial planning and investing. Visit us today to learn more about how we can help secure your financial future.

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.

The RBC Wealth Management Branch in Monterey, California is a premier financial institution located at 4 Lower Ragsdale Drive. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, our team is here to help. With a commitment to excellence and a focus on building long-term relationships, RBC Wealth Management Branch in Monterey is your trusted partner in financial success.

Compass Tax And Financial Services, Inc is a professional accounting and finance institution located at 2511 Garden Road in Monterey, California, United States. Specializing in tax preparation and planning services for individuals and entities, the institution is dedicated to providing expert guidance and representation in IRS and FTB audits. With Enrolled Agent Debbie Hill at the helm since 2018, the team at Compass Tax And Financial Services is well-versed in current tax laws and offers a range of services including tax planning, withholding adjustments, and life-changing strategies. Margy, with over 40 years of experience in tax preparation and consulting, provides research services on advanced tax and investment matters. Zack, a Salinas native, brings years of tax preparation experience to the team and is on his way to becoming an Enrolled Agent. Whether in person or via Zoom meetings, Compass Tax And Financial Services is committed to meeting the tax planning needs of their clients year-round.

Merrill Lynch Financial Advisor Taylor Rhoades is a finance institution located at 200 East Franklin Street, Monterey, California, United States. Taylor Rhoades specializes in managing wealth by understanding your full financial picture and creating flexible strategies tailored to your specific goals. With access to investment insights from Merrill and banking solutions from Bank of America, Taylor Rhoades offers personalized wealth management strategies to help you pursue your financial goals. Taylor Rhoades follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, a personalized plan can be built centered on your goals and aspirations. By getting to know you and your family, Taylor Rhoades can provide advice and guidance on a range of financial decisions, from retirement planning to funding a child's education.

Mofrad Financial Solutions is a leading accounting and finance institution located at 1111 Corporate Center Drive in Monterey Park, California, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help individuals and businesses achieve their financial goals and secure their financial future. Visit us today to see how we can help you with your financial needs.

Monterey Gold & Coin Exchange is a reputable institution located at 125 Ocean View Boulevard in Pacific Grove, California, United States. Specializing in finance and jewelry, this store offers a wide range of services including buying and selling gold, silver, and rare coins. With a team of experienced professionals, customers can expect fair prices and expert advice on their precious metal and jewelry transactions. Whether you are looking to invest in gold or simply sell some unwanted jewelry, Monterey Gold & Coin Exchange is the go-to destination for all your financial and jewelry needs.

Olma Tax & Financial is a reputable institution located at 459 Monterey Avenue in Los Gatos, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and secure their financial futures. Trust Olma Tax & Financial for all your accounting and financial needs.

Monterey Trust Management is a finance institution located at 26435 Carmel Rancho Boulevard in the picturesque town of Carmel-by-the-Sea, California, United States. Known for their unwavering dedication to their clients, the team at Monterey Trust Management is praised for their determination and discipline in always putting the client's best interests first. With a commitment to providing personalized financial solutions and exceptional service, Monterey Trust Management is a trusted partner for individuals and businesses seeking expert financial guidance.

Merrill Lynch Financial Advisor David Refuerzo, located at 200 East Franklin Street in Monterey, California, is a finance institution supported by the global resources of Merrill. The team is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They believe in managing all aspects of a client's financial life to achieve success, working with tax planners, estate planners, and bankers to ensure everything is aligned with the client's goals. With professional designations and licenses, they provide the knowledge needed to navigate the complex world of wealth management. Their approach focuses on understanding the client's priorities and adapting to their changing needs over time. By conducting a thorough Investment Personality Assessment, they tailor a financial approach to help clients pursue their goals. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on the client's goals. Regular check-ins allow for adjustments to the financial approach as life and market conditions change.