TOP 30 Financial planning in Monterey, California

347 results found

Natalie Hungerford: Allstate Insurance is a trusted insurance agency located at 591 Hartnell Street in Monterey, California. With a commitment to providing personalized service and comprehensive coverage options, Natalie Hungerford and her team strive to protect their clients' assets and peace of mind. Whether you are looking for auto, home, life, or business insurance, you can rely on Natalie Hungerford: Allstate Insurance to help you find the right policy for your needs. Contact them today to discuss your insurance needs and receive a customized quote.

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.

Bray Insurance, located at 444 Pearl Street in Monterey, California, is a trusted health and insurance agency serving clients throughout California. With over 30 years of experience, licensed agent Scott Bray and his team are dedicated to providing personalized insurance solutions to meet the unique needs of individuals, families, and business owners. Specializing in Life/Health Insurance and Group Benefits, Bray Insurance offers a wide range of insurance products including medicare supplements, long term care insurance, individual and group health insurance, employee benefits, life insurance, annuities, disability income insurance, and retirement planning. As an independent agent, Bray Insurance represents multiple insurance companies to ensure clients receive the best coverage at the most competitive rates.

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.

Farmers Insurance - Johnny Eugenio is an insurance agency located at 344 Reservation Road in Marina, California, United States. Johnny Eugenio has been a Farmers Agent since 1987 and has received numerous accolades for his exceptional sales, service, and character. He has been recognized as Agent of the Year for nine consecutive years in Monterey County and has also served as a Farmers District Manager in Santa Clara County. Johnny is dedicated to providing comprehensive coverage for auto, home, life, renters, and business insurance. He is committed to helping clients protect their assets and plan for a secure financial future. Contact Johnny Eugenio for personalized insurance solutions tailored to your needs and budget.

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.

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.

AYI & Associates is a trusted general contractor located at 131 Lighthouse Avenue in Monterey, California. With years of experience and a commitment to excellence, we provide top-notch construction services for residential, commercial, and industrial projects. Our team of skilled professionals is dedicated to delivering high-quality workmanship, on-time completion, and budget-friendly solutions. Whether you're looking to renovate your home, build a new office space, or tackle a large-scale construction project, AYI & Associates has the expertise to make your vision a reality. Contact us today to learn more about our services and how we can help you with your next construction project.

The Chinatown Service Center Community Health Center, located at 855 South Atlantic Boulevard in Monterey Park, California, is a trusted institution dedicated to providing high-quality healthcare services to individuals in the community. With a team of skilled healthcare professionals, they offer a wide range of medical services, including primary care, preventative care, dental care, and mental health services. The center is committed to improving the health and well-being of all patients, regardless of their background or financial situation. Patients can expect compassionate care and personalized treatment plans at this reputable health center in the heart of Chinatown.

American Express Travel is a one-stop destination for all your travel and financial needs. Located at 1419 Monterey Boulevard in Hermosa Beach, California, this institution offers a wide range of services including ATM access, financial assistance, and expert travel planning through their travel agency. Whether you need to withdraw cash, manage your finances, or book a dream vacation, American Express Travel has you covered. Their experienced staff is dedicated to providing top-notch service and ensuring that your travel experience is seamless and stress-free. Visit American Express Travel today and let them help you plan your next adventure.

Tynan Village Apartments is an affordable apartment community located in Salinas, California at 323 Front Street. With 171 rental units, this community serves all family types and offers various housing options including senior housing, cooperatives, and special needs housing. Tynan Village Apartments also provides services such as marketing and rent up, specialized program development, and common interest developments. Whether you are looking for acquisition and rehabilitation, historic preservation, new housing development, or financial and syndication services, Tynan Village Apartments has you covered. Their team also offers project planning and feasibility analysis to ensure a smooth process from pre-construction to construction phase services. Visit Tynan Village Apartments for affordable and market-rate family rental housing options in a convenient location in Monterey County.

Vega Investments is a prestigious financial institution located at 498 Pearl Street in the beautiful city of Monterey, California. With a reputation for excellence and expertise in the world of finance, Vega Investments offers a wide range of services including investment management, financial planning, and wealth preservation. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth or plan for retirement, Vega Investments is here to provide you with personalized solutions and guidance every step of the way. Visit us today to learn more about how we can help you secure your financial future.

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.

Farmers Insurance - Ray Kellam is an insurance agency located at 2189 Monterey Street, San Jose, California, United States. As your personal Farmers Insurance agent in San Jose, CA, Ray Kellam believes in keeping you informed of ways to protect what's important to you. With experience in disaster response and claims processes, Ray is a knowledgeable and valuable agent dedicated to providing the best service to his clients. Whether you're in need of auto insurance, homeowners insurance, life insurance, or specialty coverage, Ray will help you select the right products to fit your insurance needs. Ray is committed to his clients and their trust in the agency to protect what they value the most. From comprehensive coverage to deductibles and medical payments, Ray can help take the mystery out of selecting the right insurance coverage for your needs and budget. With competitive rates and multi-line insurance discounts, Ray can provide you with the best options for your car insurance, home insurance, life insurance, renters insurance, condo insurance, and business insurance needs.

HealthMarkets 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.

New 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.

Laurrie 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.

Jim Rinehart - State Farm Insurance Agent is a reputable insurance agency located at 2511 Garden Road in Monterey, California. Please note that they are currently not insuring new homeowners, renters, boat owners, personal liability umbrella, and business policies in California. However, they are still available to assist with all your financial and insurance needs, including life insurance. The team at Jim Rinehart - State Farm Insurance Agent is dedicated to serving the Monterey Peninsula and surrounding areas with a wide range of insurance services, from car insurance to financial services. With a focus on resident re-locations, they are committed to providing outstanding service and protecting what's important to their customers.

Aspire Health is a local Medicare plan provider located in Monterey County, California. Our plans cover everything that Original Medicare covers, plus additional benefits like prescription drug coverage, chiropractic services, acupuncture, and fitness options. With our network of local doctors and healthcare providers, including all four Monterey County hospitals, we offer extraordinary care and exceptional value. Our Medicare Advantage plans, also known as Medicare Part C, are offered by private companies with a contract from the Centers for Medicare and Medicaid Services (CMS) to cover all Medicare Part A and Part B benefits. We offer a range of plans to meet your healthcare needs, with additional benefits such as hearing and vision coverage, acupuncture therapy, and an extensive drug formulary.

Nikssarian Insurance Services, Inc. is a health insurance agency located at 700 Camino El Estero in Monterey, California, United States. Our institution offers customized and cost-effective employer assistance in a rapidly changing insurance market. We provide solutions that few other brokers offer, redefining industry standards. Save time and money with our custom, bilingual proprietary election forms. We can help you establish your plan's benefit eligibility policies and keep you updated on the latest in the health insurance industry. Take advantage of cost savings by implementing HSA, HRA, and FSA programs. We can also help you counteract Covered California/Health Insurance Marketplace (HIM) notices. At Nikssarian Insurance Services, Inc., we serve a diverse group of industries all united by the need for quality healthcare.

Allan Kam - State Farm Insurance Agent is a health insurance agency located in Cerritos, California, United States. As spring approaches, it is a great time to review your insurance coverage to ensure that your valuable assets are adequately protected. Whether it's your car, recreational vehicles, or other belongings, having the right insurance is crucial. Our team of licensed professionals is offering complimentary appointments to help you with life insurance planning for the upcoming year. We serve the Artesia-Cerritos, Arcadia, Monterey Park, and other surrounding areas, providing insurance and financial services tailored to your needs. Our mission is to protect your properties and incomes by offering personalized plans and high-quality services. Contact us today for a free quote on auto, home, renters, life, health, or business insurance. Our dedicated staff can assist you in Cantonese, Mandarin, Tagalong, and English, ensuring that you receive the best insurance solutions. Remember, we are here to help you safeguard what matters most to you.

JC Income Tax and Office Services is a trusted institution located at 16985 Monterey Street in Morgan Hill, California. Specializing in accounting, finance, and insurance services, as well as serving as a local government office, JC Income Tax and Office Services is dedicated to providing top-notch financial assistance to individuals and businesses in the area. With a team of experienced professionals, clients can expect personalized and reliable service to help them navigate the complexities of taxes, finances, and insurance. Visit JC Income Tax and Office Services for all your financial needs.

Green Refund Tax Service is a reputable accounting and finance institution located at 7091 Monterey Street in Gilroy, California, United States. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of tax preparation and financial planning. We specialize in maximizing refunds while minimizing tax liabilities, all while promoting environmentally-friendly practices. Trust Green Refund Tax Service to provide reliable and efficient services tailored to your specific needs.

Tax Systems is a finance institution located at 7025 Monterey Street in Gilroy, California. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax planning, preparation, or resolution, we have the knowledge and expertise to assist you. With a commitment to excellence and customer satisfaction, Tax Systems is your go-to destination for all your tax needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Bienvenidos Tax & Svcs is a finance institution located at 7507 Monterey Street in Gilroy, California. We specialize in providing tax preparation and financial services to individuals and businesses in the area. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the tax system and achieve their financial goals. Whether you need assistance with tax planning, bookkeeping, or payroll services, Bienvenidos Tax & Svcs is here to help. Visit us today to see how we can assist you with all of your financial needs.

Global Mortgage is a finance institution located at 17760 Monterey Street in Morgan Hill, California. We specialize in providing assistance for all your California mortgage needs, whether you are consolidating debt, refinancing your home, or purchasing your first house. With better rates, terms, and lower fees than other types of loans, we can help you save money and make the process fast and enjoyable. Our team is dedicated to providing quality customer service and putting your needs first. You can apply online today to take advantage of our expertise in the residential lending industry. We offer a variety of loan programs, including Purchase, Refinance, and Specialized Loans. If you want to learn more about the mortgage process, check out our helpful videos on our website. Let Global Mortgage help you achieve your homeownership goals.

Universal Bank is a reputable financial institution located at 404 South Atlantic Boulevard in Monterey Park, California. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our experienced team of professionals is dedicated to providing personalized solutions to help individuals and businesses achieve their financial goals. Whether you need a checking account, savings account, loan, or investment services, Universal Bank is committed to delivering excellence in customer service and financial expertise. Visit us today to experience the difference of banking with Universal Bank.

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.

TRANSERVICE is a reputable institution located at 5870 Monterey Street in Gilroy, California, United States. Specializing in car repair and finance services, TRANSERVICE is dedicated to providing top-notch automotive solutions to its customers. With a team of experienced technicians and financial experts, the institution ensures that all car repair needs are met efficiently and affordably. Whether you need routine maintenance or major repairs, TRANSERVICE is committed to delivering quality service and customer satisfaction. Visit us today for all your car repair and financial needs.

Carmichael International Service is a prestigious finance institution located at 1200 Corporate Center Drive in Monterey Park, California, United States. With a reputation for excellence and expertise in the financial industry, Carmichael International Service offers a wide range of financial services to clients, including investment management, wealth planning, and risk assessment. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals and secure their future. Visit Carmichael International Service today to experience top-notch financial services tailored to your needs.