Financial literacy in Monterey, California

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.

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.

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.

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.

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.

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.

Gorman Financial is a reputable finance institution located at 215 West Franklin Street in Monterey, California, United States. With a team of experienced professionals, Gorman Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Gorman Financial is dedicated to providing personalized solutions tailored to your specific needs. Trust Gorman Financial to provide you with expert financial guidance and support to secure your financial future.

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.

First Command Financial Advisor - Chalitda Hughes is a finance institution located at 200 Camino Aguajito in Monterey, California, United States. This institution specializes in providing financial services and advice to clients. The institution operates under the umbrella of First Command Financial Services, Inc. and its affiliated entities. The institution takes pride in offering personalized financial advice to help clients achieve their financial goals. The testimonial provided by a client reflects their positive experience with First Command, emphasizing the voluntary nature of the feedback. First Command does not provide compensation to clients for testimonials and ensures transparency in potential conflicts of interest.

Cynthia Healy: Stopping Financial Elder Abuse is a finance institution located in Monterey, California, United States. Our mission is to protect and advocate for elderly individuals who may be vulnerable to financial exploitation. We provide education, resources, and support to help prevent elder abuse and ensure the financial security of our senior community members. Join us in our efforts to stop financial elder abuse and promote a safe and secure future for all seniors.

The Merrill Investment & Retirement Financial Center is a leading finance institution located in the heart of Monterey, California. Our team of experienced financial advisors are dedicated to helping clients achieve their investment and retirement goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experts are here to provide personalized solutions tailored to your specific needs. Visit us at 200 East Franklin Street to start planning for a secure financial future today.

A & V Financial Services is a trusted accounting and finance institution located at 16275 Monterey Street in Morgan Hill, California, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Our goal is to help individuals and businesses achieve their financial goals and make informed decisions. Contact us today to learn more about how we can assist you with your financial needs.

Welcome to Monterey County Bank, your trusted financial partner in Pacific Grove, California. Conveniently located at 542 Lighthouse Avenue, our branch offers a comprehensive range of banking and financial services designed to meet your unique needs. As a full-service bank, we provide personal and business banking solutions, including checking and savings accounts, loans, and financial planning. Our state-of-the-art ATM ensures you have easy access to your funds anytime. At Monterey County Bank, we pride ourselves on delivering exceptional customer service with a personal touch. Visit us today and experience the difference of a community-focused bank that truly cares about your financial well-being.

Community 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.

Melissa Paddock - Raymond James is a finance institution located at 398 Foam Street in Monterey, California, United States. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, we provide personalized solutions and guidance to meet your specific needs. With a focus on building long-term relationships based on trust and transparency, Melissa Paddock - Raymond James is committed to helping you secure your financial future.

JK Chyo & Company is a trusted institution located at 1010 Cass Street in Monterey, California, specializing in accounting and finance services. As your Tax and Accounting Services Solution, we are dedicated to helping you with all your tax, business, and bookkeeping needs. Our goal is to be your go-to Tax and Accounting Service professional for years to come. At JK Chyo & Company, we are passionate about providing valuable information to help you save on taxes, invest for your retirement, and manage your small business effectively. We are committed to giving back to the community by sharing our expertise and knowledge with you. Our team will be posting two articles a week on a variety of financial, tax, and business topics to keep you informed and empowered.

John Pira - Raymond James is a reputable finance institution located at 400 Foam Street in Monterey, California, United States. With a strong focus on providing personalized financial services, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, we are committed to delivering customized solutions tailored to your individual needs. Trust John Pira - Raymond James to guide you towards a secure financial future.

Hawley Personal Finance is a finance institution located at 857 Cass Street in Monterey, California, United States. We specialize in providing objective, practical, and personalized advice to help you navigate your personal financial questions. Whether you need assistance with budgeting, investing, or planning for the future, our team of experts is here to help. Contact us today to schedule a consultation and take control of your financial future.

H&R Block is a renowned accounting and finance institution located at 1712 Pvt Bolio Road in Monterey, California, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses seeking to maximize their financial health. Whether you need assistance with tax filing, financial planning, or investment strategies, the knowledgeable professionals at H&R Block are dedicated to helping you achieve your financial goals.

Welcome to BMO, your trusted partner in banking and finance, conveniently located at 1050 Del Monte Center, Monterey, California. As a full-service branch, we proudly offer a comprehensive range of financial services tailored to meet the diverse needs of both personal and commercial customers. Whether you're looking to manage your everyday banking, explore investment opportunities, or consider lending products, our dedicated team is here to guide you every step of the way. At BMO, we prioritize your security and compliance. In accordance with federal law, including the USA Patriot Act, we are committed to safeguarding your personal and financial information. When opening an account, you can expect a thorough process to verify your identity, ensuring a secure banking experience for all our clients.

Welcome to ATM at 2004 Fairground Road, Monterey, California! Conveniently located in the heart of Monterey, our ATM provides quick and easy access to your financial needs. Whether you're a local resident or a visitor exploring the beautiful sights of Monterey, our ATM is here to offer you secure and efficient banking services. With user-friendly features and 24/7 availability, you can withdraw cash, check your balance, and manage your finances with ease. Visit us today and experience hassle-free banking at its best. Your financial convenience is our top priority!