TOP 30 Financial management in Salinas, California

83 results found

Bay Property Management Inc. is a family-owned institution located at 140 John Street in Salinas, California, United States. With over 33 years of experience in residential property management, we offer dedicated and experienced services that you can expect from a professional property management firm. Our mission is to provide superior, problem-free management services while treating all clients and tenants with respect. We specialize in managing single-family homes, condominiums, and small apartment complexes, ensuring that our clients receive the highest quality service backed by decades of industry knowledge. Our team leverages traditional expertise with innovative solutions to adapt to evolving industry trends and provide the best possible solutions for our clients.

The Perinatal Diagnostic Center Salinas, located at 212 San Jose Street in Salinas, California, is a health institution that offers a comprehensive range of diagnostic, treatment, consultation, and counseling services specifically tailored for pregnant women. Our clinic is dedicated to providing top-notch care and support for expectant mothers throughout their pregnancy journey. Whether you need prenatal testing, ultrasound services, genetic counseling, or any other perinatal care, our experienced team of healthcare professionals is here to assist you every step of the way. For detailed directions to our clinic, please refer to our English map and guide available in PDF format. Plan your visit today and let us help you ensure a healthy and happy pregnancy.

Praetorian Financial and Insurance Services Inc. is an insurance agency located at 369 Main Street in Salinas, California. They offer customized insurance plans to meet both personal and business needs. Specializing in life insurance, they provide solutions to protect families, assets, and estates, with optional riders available for accelerated death benefits in case of illness, injury, or disability. For business owners and self-employed individuals, Praetorian Financial and Insurance Services Inc. offers strategies to reduce taxes and create employee benefit packages. They also provide Long Term Care options to cover the costs of nursing facilities or in-home care, easing the burden on loved ones.

Morgan Stanley Financial Advisors is a prestigious finance institution located at 1418 South Main Street in Salinas, California, United States. Our team of experienced and knowledgeable financial advisors are dedicated to providing top-notch financial services and guidance to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our advisors are here to help you every step of the way. Trust Morgan Stanley Financial Advisors to provide you with personalized financial solutions tailored to your unique needs and aspirations.

Knapp Financial Group LLC is a reputable finance institution located at 975 West Alisal Street in Salinas, California, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Knapp Financial Group LLC is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, they are committed to helping you secure a stable financial future.

Hastie Financial Group is a leading finance institution located at 307 Main Street in Salinas, California, United States. With a strong reputation for providing expert financial services, Hastie Financial Group offers a wide range of solutions tailored to meet the unique needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Hastie Financial Group is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can assist you in securing your financial future.

INOSOT Financial and Health Coaching Centers is a comprehensive wellness institution located at 21 West Laurel Drive in Salinas, California. Our dedicated team of experts provide personalized coaching and guidance to help individuals achieve their financial and health goals. Whether you are looking to improve your financial literacy, manage debt, or enhance your overall well-being, our center offers a range of services to support you on your journey to success. Visit us today and take the first step towards a healthier and more prosperous future.

Merrill Lynch Financial Advisor Craig Brinton, located at 200 East Franklin Street, Monterey, California, United States, is a finance institution that is part of The SBR Group. Unlike other advisory groups, The SBR Group focuses on providing personalized financial guidance to self-made individuals, families, and non-profit organizations in Salinas, Carmel, Gilroy, and across Central California. With a loyal clientele of accomplished business owners, agricultural executives, farmers, physicians, and attorneys, the team at The SBR Group specializes in retirement planning, investment management, and 401(k) and defined benefit plans. With over 70 years of collective experience and industry credentials including CPFA, C(k)P®, and CFP® certifications, the team at The SBR Group offers tailored strategies to help clients preserve and grow their wealth. By asking thought-provoking questions and taking a planning-based approach, the team helps clients navigate their financial futures with confidence. Additionally, The SBR Group offers banking and lending services through Bank of America, N.A., and works closely with clients on wealth transfer and estate planning strategies. With a focus on creating value for clients and their families, The SBR Group aims to leave a lasting impact on the lives they touch.

Duane Nack is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 307 Main Street in Salinas, California. With a strong background in finance, Duane Nack provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Duane Nack can provide expert guidance and advice tailored to your specific needs. Trust in Duane Nack and Ameriprise Financial Services, LLC to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

RBC Wealth Management is a leading financial institution located at 928 East Blanco Road in Salinas, California, United States. Specializing in wealth management services, RBC offers tailored financial solutions and investment strategies to help clients achieve their financial goals. With a team of experienced advisors and a comprehensive range of services, RBC Wealth Management is dedicated to providing top-notch financial guidance and support to individuals and businesses alike.

John Castaneda is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 36 Quail Run Circle in Salinas, California. With a strong background in finance and a commitment to helping clients achieve their financial goals, John offers personalized financial planning services to individuals and families. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, John Castaneda can provide expert guidance and support. Visit him at his office in Salinas or contact him for a consultation to start planning for a secure financial future.

David Nelson - Financial Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 307 Main Street in Salinas, California, United States. As a finance institution, David Nelson offers expert financial advice and services to help clients achieve their financial goals and secure their future. With a focus on personalized financial planning, investment management, and retirement planning, David Nelson is dedicated to providing top-tier financial solutions tailored to each client's unique needs. Trust David Nelson - Financial Advisor, Ameriprise Financial Services, LLC to guide you towards a secure and prosperous financial future.

Edward Jones - Financial Advisor: Karen Hagman, AAMS™ is a reputable financial institution located at 201 Monterey Salinas Highway in Salinas, California. As a dedicated financial advisor, Karen Hagman, AAMS™ offers personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Karen provides expert guidance on retirement planning, wealth management, and more. Whether you are looking to grow your investments or plan for the future, Edward Jones - Financial Advisor: Karen Hagman, AAMS™ is committed to helping you secure a stable financial future.

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.

UBS Financial Services Inc. is a finance institution located at 1188 Padre Drive, Salinas, California, United States. We believe in helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. Our commitment is to understand what wealth means for each individual, delivering expert financial advice tailored to their unique needs and goals. We offer a range of services and resources to help clients stay ahead of the curve, including our ElectionWatch 2024 report and weekly video series on the direction of US taxes. Our goal is to help clients create a comprehensive wealth strategy that supports them throughout every stage of their life. Whether you are an individual, family, or business, we provide focused advice and solutions to help you achieve your financial objectives. At UBS, we connect clients to experts, insights, and thought leaders to help them succeed in their financial goals. Our approach, UBS Wealth Way, incorporates Liquidity, Longevity, and Legacy strategies to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. We offer investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. Our wealth management services are provided by a team of experienced professionals who are dedicated to helping clients pursue what's important to them.

Merrill Investment & Retirement Financial Center is a trusted finance institution located in Salinas, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment and retirement planning services. Whether you are looking to grow your wealth or secure your financial future, our experts are here to provide guidance and support every step of the way. Visit us today to learn more about how Merrill Investment & Retirement Financial Center can help you reach your financial aspirations.

Matthew Salyer - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 1611 Bunker Hill Way in Salinas, California, United States. With a focus on providing personalized financial planning and investment management services, Matthew Salyer and his team are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Matthew Salyer - Financial Advisor can provide expert guidance and support every step of the way. Trust Ameriprise Financial Services, LLC for all your financial needs.

Virtuous Tax and Financial is a reputable finance institution located in Salinas, California, United States. Our dedicated team of experts provides a wide range of financial services including tax preparation, financial planning, and investment management. With a focus on integrity and excellence, we strive to help our clients achieve their financial goals and secure their financial future. Visit us at 21 West Laurel Drive to experience our personalized and professional approach to financial management.

Salinas Tax Service is a reputable accounting and finance institution located at 3065 Porter Street in Soquel, California, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses, ensuring compliance with tax laws and maximizing returns. Whether you need help with tax preparation, planning, or representation, Salinas Tax Service is dedicated to providing personalized and efficient solutions to meet your financial needs. Contact them today to schedule a consultation and take control of your finances.

Chris Buich - State Farm Insurance Agent is a reputable insurance agency located at 559 East Alisal Street in Salinas, California, United States. Specializing in life insurance, with a strong focus on auto insurance, Chris Buich is dedicated to helping clients create realistic plans to secure a stable financial future. With a Bachelor's degree from the University of California at Santa Barbara and a commitment to exceptional service, Chris has received numerous accolades for his dedication and success in the industry. As a leading expert in home insurance, Chris can help both homeowners and renters find the perfect coverage to protect their most valuable asset. Licensed to offer a range of insurance services, including auto, motorcycles, RV's, pet insurance, Medigap, and life insurance, Chris serves clients in the greater Santa Cruz County and Monterey County area.

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 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.

Markham Ranch HOA is a prestigious homeowner's association located at 154 Corral De Tierra Road in Salinas, California. Our community is known for its beautiful ranch-style homes and well-maintained grounds. Residents of Markham Ranch HOA enjoy a peaceful and family-friendly environment, with access to amenities such as a community pool, clubhouse, and walking trails. Our dedicated board members work tirelessly to ensure that our neighborhood remains a desirable place to live for all residents. Come and experience the charm of Markham Ranch HOA for yourself.

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.

Fernando Lopez - State Farm Insurance Agent is a trusted health and insurance agency located at 734 East Lake Avenue in Watsonville, California, United States. Fernando Lopez, the State Farm agent, has been serving the community for over 17 years, building strong relationships with customers in Watsonville and nearby areas such as Aptos, Capitola, Soquel, Gilroy, Santa Cruz, Morgan Hill, and Salinas. Fernando and his team treat everyone like family, offering personalized service in both English and Spanish. They are passionate about helping individuals, families, and businesses understand their insurance needs and find the right policies. With a focus on customer relationships and satisfaction, Fernando and his team go above and beyond to ensure that every interaction is positive and informative.

Mark Dierolf | Insurance & Retirement Services is a trusted insurance agency located at 4 Rossi Circle in Salinas, California. We provide a wide range of insurance services including life insurance, health insurance, and retirement planning. Our team of experienced agents is dedicated to helping our clients protect their assets and secure their financial future. Whether you are looking for personal insurance coverage or planning for retirement, we are here to provide personalized solutions to meet your needs. Contact us today to learn more about how we can help you achieve peace of mind and financial security.

New York Life, located at 1172 South Main Street in Salinas, 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. They also provide coverage for everyday tasks, lost income due to sickness or injury, and professionally managed investments with potential market gains. With over 12,000 agents nationwide, New York Life is committed to helping individuals and families protect their financial futures. They offer a variety of solutions for different phases of life, including education expenses, income protection, and estate planning. As the largest mutual insurer in the U.S., New York Life has a long history of keeping promises to policy owners and upholding values of diversity, responsibility, and service.

KAYROS MULTISERVICES is a trusted institution located at 1520 Constitution Boulevard in Salinas, California, United States. We specialize in providing top-notch accounting, finance, and insurance services to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of financial management and planning. Whether you need assistance with tax preparation, investment strategies, or insurance coverage, KAYROS MULTISERVICES is here to help you achieve your financial goals. Visit us today and experience the difference our expertise can make in your financial well-being.

VIVA Billing & Consulting Inc is a finance and health institution located at 416b Main Street, Salinas, California, United States. We specialize in providing Medical Billing, Healthcare Administrative & Financial Services in the Monterey County and beyond. Our services include Practice Management, Revenue Cycle Management, AR Follow-up, Patient Collections, Provider Enrollment & Credentialing, Debt Collections, Book Keeping & Accounting Services, and more. We are HIPAA compliant and ensure the security of your data. Our expertise lies in disciplines such as Gastroenterology, Urology, Anesthesia, Pain Management, Internal Medicine, Family Medicine, Physical Therapy, Orthopedics, and more. We work with various systems like Athena Practice, Provation, Meditech, Epic, eClinicalWorks, NextGen, and more. Our reporting & analytics capabilities provide a comprehensive analysis of Charges, Payments, Adjustments & AR on a granular level. We offer consulting services on Application Interface, EHR/PM switch & data migration, Clearing House Changes, ERA, EFT enrollment and changes. Partnered with Quatris Health, we offer Athena Practice (GE Centricity) as a Service for Physician Clients through both Hosted and Installed solutions. Our offshore partner, Sirius TecServ, provides back office services with Out-Of-The-Box solutions. Client testimonials praise our outstanding service, accurate billing, and responsive team. Contact us for any questions or to see if we match your needs.

Nessa Business Solutions is a leading accounting and finance institution located at 11 West Laurel Drive in Salinas, California, United States. We offer a wide range of financial services to help businesses manage their finances effectively and achieve their goals. Our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you need assistance with bookkeeping, tax preparation, or financial planning, Nessa Business Solutions is here to help you succeed. Contact us today to learn more about how we can support your business.