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TOP 30 Financial services for seniors in Monterey, CA
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Merrill Lynch Financial Advisor Morgane McNally
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.
Merrill Lynch Financial Advisor Carrie Duddy
Merrill Lynch Financial Advisor Carrie Duddy, located at 200 East Franklin Street in Monterey, California, is a prestigious finance institution with a team of talented and experienced individuals dedicated to providing exemplary client service. Recognized by Forbes for their outstanding performance, the advisors at Merrill Lynch are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Carrie Duddy focuses on understanding the things that matter most to her clients - family, goals, and priorities. By listening carefully and asking thoughtful questions, she works with clients to design and implement personalized financial plans aimed at helping them pursue their goals while managing investment risk.
Merrill Lynch Financial Advisor Elizabeth G Kirkpatrick
Merrill Lynch Financial Advisor Elizabeth G Kirkpatrick is a prestigious finance institution located at 200 East Franklin Street in Monterey, California, United States. The institution prides itself on its team of talented and experienced individuals who are dedicated to providing exemplary client service. Recognized by Forbes for their outstanding performance, the advisors at Merrill Lynch are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Elizabeth G Kirkpatrick focuses on understanding the individual needs and goals of each client, adapting their financial approach to suit their ever-changing priorities. By listening carefully and asking thoughtful questions, Elizabeth works with clients to design and implement personalized plans aimed at helping them pursue their financial goals while managing investment risk.
Mexican American Opportunity
Mexican American Opportunity Foundation (MAOF) is a multi-generational institution located at 330 South Ford Boulevard in Los Angeles, California. We provide social services for individuals of all ages, from infants to seniors, through our four pillars: early child education services, senior services, community development services, and community partnership services. Since our establishment in 1963, we have grown to become one of the largest nonprofits in California, with an annual operating budget exceeding $100 million. We serve over 125,000 people annually across seven counties in California, including Los Angeles, San Bernardino, Orange, San Diego, Ventura, Kern, and Monterey.
Tynan Village Apartments
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.
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