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TOP 30 Financial services in Monterey, CA
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Search for local businesses, places and services near you
Sure Products Insurance
Welcome to Sure Products Insurance, your trusted insurance agency located at 4 Harris Court, Monterey, California. We specialize in providing comprehensive insurance solutions tailored to meet the unique needs of our clients. With a commitment to exceptional service and a deep understanding of the insurance landscape, our experienced team is dedicated to helping you protect what matters most. Whether you're looking for personal, commercial, or specialty insurance products, we offer a wide range of options to ensure you have the right coverage. At Sure Products Insurance, your peace of mind is our priority. Visit us today to explore how we can assist you with all your insurance needs.
Sequoia Insurance Co
Welcome to Sequoia Insurance Co, your trusted insurance agency located in the heart of Monterey, California. Situated at 31 Upper Ragsdale Drive, our dedicated team is committed to providing personalized insurance solutions tailored to meet your unique needs. Whether you're seeking coverage for your home, auto, business, or health, we offer a wide range of comprehensive insurance products designed to protect what matters most to you. At Sequoia Insurance Co, we pride ourselves on delivering exceptional customer service and expert guidance. Our experienced agents work closely with you to understand your specific requirements and ensure you receive the best possible coverage at competitive rates. We believe in building lasting relationships with our clients, founded on trust, transparency, and integrity.
Adolfo Herrera-Trujillo CPA, M.Acc.
Welcome to Adolfo Herrera-Trujillo CPA, M.Acc. Located in the heart of Monterey on the historic Cannery Row, Adolfo Herrera-Trujillo CPA, M.Acc. is your trusted partner for all your accounting and financial needs. With a commitment to excellence and personalized service, we offer a comprehensive range of services tailored to meet the unique needs of individuals and businesses in the Monterey community and beyond.
Kathy Davi, CPA, PC
Welcome to Kathy Davi, CPA, PC, your trusted partner in accounting and finance located in the heart of Monterey, California. Situated at 484 Washington Street, our firm is dedicated to providing comprehensive financial services tailored to meet the unique needs of both individuals and businesses in our community. At Kathy Davi, CPA, PC, we pride ourselves on delivering personalized and professional service. Our team of experienced accountants and financial experts is committed to helping you navigate the complexities of financial management with ease and confidence. Whether you require assistance with tax preparation, bookkeeping, financial planning, or business consulting, we offer a wide range of services designed to support your financial well-being and success.
Barbara Simonich, CPA
Welcome to Barbara Simonich, CPA – Your Trusted Partner in Accounting and Finance Solutions Located in the heart of Monterey at 10 Harris Court, Barbara Simonich, CPA, is dedicated to providing top-notch accounting and financial services tailored to meet your individual and business needs. With years of experience and a commitment to excellence, Barbara Simonich and her team offer a comprehensive range of services including tax preparation, bookkeeping, financial planning, and advisory services.
Megan Lyng - David Lyng Real Estate
Welcome to Megan Lyng - David Lyng Real Estate, your premier real estate agency located at 1041 41st Avenue, Santa Cruz, California. Our agency is dedicated to providing exceptional real estate services in one of California's most beautiful coastal regions. Nestled close to the ocean and within easy reach of Silicon Valley, our location offers the perfect blend of accessibility and tranquility, allowing you to enjoy both the vibrant tech hub and the serene beauty of nature. At Megan Lyng - David Lyng Real Estate, we specialize in a diverse range of properties, from stunning oceanfront homes with breathtaking views to charming country retreats and stylish urban residences. Whether you are looking for a luxury beachfront property, a cozy family home, or a unique investment opportunity, our experienced team is here to guide you every step of the way.
Diane Molnar, Realtor
Welcome to Diane Molnar, Realtor - Your Trusted Partner in Santa Cruz Real Estate Located at 1041 41st Avenue, Santa Cruz, California 95062, Diane Molnar is your dedicated real estate professional, committed to providing exceptional service and expertise in the vibrant coastal community of Santa Cruz and beyond. With a passion for helping clients embrace the idyllic charm of this beautiful region, Diane combines over 30 years of experience with a personalized approach to real estate.
Coldwell Banker Realty - Aptos
Welcome to Coldwell Banker Realty - Aptos, your trusted real estate agency located at 124 Rancho Del Mar, Aptos, California. Nestled close to the iconic “Cement Ship” of Seacliff State Beach, the luxurious Seascape Resort, and the charming Aptos Village, our office is perfectly positioned to serve the vibrant communities of Santa Cruz County and beyond. Our team of dedicated real estate professionals is deeply knowledgeable about the unique qualities that make this area so special. Santa Cruz County offers a harmonious blend of natural beauty and cultural richness, from the awe-inspiring redwoods of the Santa Cruz Mountains to the pristine shores of Monterey Bay. Whether you're drawn to the quaint mountain communities of the San Lorenzo Valley or the cosmopolitan charm of downtown Santa Cruz, we have the expertise to help you find your dream home. Our service areas include, but are not limited to, Aptos, Santa Cruz, Capitola, Watsonville, and the neighboring regions such as Ben Lomond, Bonny Doon, Boulder Creek, and beyond.
Bran Kovac Realty
Welcome to Bran Kovac Realty, your trusted partner in real estate and finance located in the heart of Monterey, California. Situated at 500 Glenwood Circle, we specialize in providing personalized real estate solutions to meet the diverse needs of our clients. Whether you're buying, selling, or investing, our experienced team is dedicated to guiding you through every step of the process with integrity and expertise. At Bran Kovac Realty, we understand that real estate decisions are significant financial commitments. That's why we offer comprehensive services that encompass not only property transactions but also financial advice and market insights tailored to your unique situation. Our deep local knowledge and commitment to client satisfaction set us apart as a leading real estate agency in the Monterey area.
Albers Real Estate, Hap Albers - Broker
Welcome to Albers Real Estate, where expertise meets excellence in the heart of Monterey, California. Located at 1340 Munras Avenue, we are proud to be recognized as the top-producing multi-family brokerage on the Central Coast. Led by esteemed broker Hap Albers, our agency has successfully sold 2,216 apartment units across 195 apartment complexes, showcasing our unparalleled experience and dedication in the real estate industry. At Albers Real Estate, we understand the importance of experience and knowledge in making informed investment decisions. Our team is committed to providing comprehensive services that include investor vetting and pre-qualification, ensuring that sellers connect with qualified buyers. With our deep market knowledge, we offer insights into rental levels, trends, and financial analysis, alongside strategic marketing to identify and attract the right investors.
Phillips Real Estate
Welcome to Phillips Real Estate, your trusted partner in navigating the dynamic real estate market of Monterey, California. Conveniently located at 337 El Dorado Street, our agency is dedicated to providing exceptional real estate and financial services tailored to meet your unique needs. With a deep understanding of the local market and a commitment to integrity, our experienced team is here to guide you through every step of buying, selling, or investing in property. Whether you're a first-time homebuyer, a seasoned investor, or looking to explore new opportunities, Phillips Real Estate is your go-to resource for reliable advice and personalized solutions. Experience the difference of working with a team that values your goals and prioritizes your success. Visit us today and let's turn your real estate dreams into reality.
NT Real Estate & Central Coast Capital
Welcome to NT Real Estate & Central Coast Capital Located in the heart of Monterey, California, NT Real Estate & Central Coast Capital is your trusted partner for all your real estate and financial needs. Nestled at 2100 Garden Road, our firm is dedicated to providing exceptional service to the residents and investors of the Central Coast.
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