TOP 10 Financial services monterey in Monterey, California

Welcome to Elite Total Insurance Services, your trusted partner in safeguarding what matters most to you. Conveniently located at 444 Pearl Street, in the heart of Monterey, California, we are committed to providing comprehensive insurance solutions tailored to meet your unique needs. As a premier insurance agency, we specialize in offering a wide range of coverage options, including auto, home, life, and business insurance. Our team of experienced professionals is dedicated to delivering personalized service and expert guidance to ensure you have the right protection for every stage of life. At Elite Total Insurance Services, we prioritize your peace of mind and strive to build lasting relationships with our clients through integrity, transparency, and exceptional customer care. Visit us today and discover how we can help you secure a brighter future.

Welcome to Connie C Smith Insurance Services, your trusted partner in health insurance solutions located in the heart of Monterey, California. Situated at 484 Washington Street, our agency is dedicated to providing personalized and comprehensive health insurance plans tailored to meet the unique needs of individuals, families, and businesses in our community. With a commitment to exceptional customer service and a deep understanding of the ever-evolving insurance landscape, Connie C Smith Insurance Services is here to guide you through the complexities of health coverage options. Whether you are seeking individual health plans, family coverage, or employee benefits, our knowledgeable team is ready to assist you in finding the perfect plan that ensures peace of mind and financial security. Visit us today to explore your health insurance options and experience the difference of working with a local agency that truly cares about your well-being.

Welcome to Merrill Lynch Financial Advisor Alexander Duddy, your trusted partner in navigating the complexities of personal and family wealth management. Conveniently located at 200 East Franklin Street in picturesque Monterey, California, we are dedicated to helping you connect your financial decisions with your life goals. Our mission is clear: to understand what matters most to you and your family. By engaging in thoughtful discussions and listening intently, we aim to comprehend your current financial standing and future aspirations. This understanding forms the foundation of a personalized plan designed to help you pursue your financial objectives while managing investment risks.

Welcome to Paul Cahalan - Financial Advisor, Ameriprise Financial Services, LLC, located at 1 Lower Ragsdale Drive, Monterey, California 93940. As a dedicated financial advisor, I am committed to helping you achieve your financial aspirations, whether they include planning for retirement, funding education, or making significant purchases like a second home. At Ameriprise Financial, we prioritize what matters most to you. Our personalized approach begins with understanding your individual goals and risk tolerance, enabling us to provide tailored investment, asset allocation, and portfolio recommendations. We believe in building lasting relationships, meeting regularly to review your progress, and adjusting strategies as your life evolves.

Welcome to Northwestern Mutual - Monterey, your trusted partner in financial planning and wealth management, located conveniently at 40 Ragsdale Drive, Monterey, California. Our team of experienced financial advisors is dedicated to helping individuals, families, and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you're planning for retirement, securing your family's future, or investing in your dreams, we offer a comprehensive range of services tailored to meet your unique needs. At Northwestern Mutual - Monterey, we pride ourselves on building lasting relationships with our clients, grounded in trust, integrity, and a commitment to excellence. Visit us today and let us help you navigate your financial journey with confidence.

Welcome to Michael McCloud - Financial Advisor at Ameriprise Financial Services, LLC, located at 1 Lower Ragsdale Drive, Monterey, California. As a dedicated financial advisor, I am committed to helping you achieve your financial goals, whether they involve planning for retirement, saving for education, or making a significant purchase like a second home. At our initial complimentary consultation, we will focus on what matters most to you, tailoring investment, asset allocation, and portfolio recommendations to align with your unique goals and risk tolerance. Together, we will document your objectives, regularly review and analyze your progress, and adapt your financial strategy as your life evolves.

Welcome to Z And G Services, your trusted partner in accounting and finance solutions, conveniently located at 2510 Monterey Street, Torrance, California. At Z And G Services, we are dedicated to providing personalized and professional financial services to meet the diverse needs of our clients. Whether you are a small business owner seeking efficient bookkeeping, an individual requiring tax preparation, or a corporation in need of comprehensive financial planning, our team of experienced accountants is here to assist you every step of the way. Our commitment to excellence and attention to detail ensures that your financial matters are handled with the utmost precision and care. Discover how Z And G Services can help you achieve financial clarity and success. Contact us today to schedule a consultation and experience the difference of working with a dedicated financial partner.

Welcome to Monterey Bay Bank Loan Office, your trusted financial partner located in the heart of Los Angeles at 6080 Center Drive, California. We specialize in providing exceptional financial services to meet all your lending needs. Whether you're looking to secure a personal loan, finance your dream home, or support your business ventures, our dedicated team of financial experts is here to guide you every step of the way. At Monterey Bay Bank Loan Office, we pride ourselves on offering personalized solutions tailored to your unique circumstances. Our commitment to transparency, integrity, and customer satisfaction ensures that you receive the best possible financial advice and support. With a focus on building long-term relationships, we strive to empower our clients with the knowledge and resources needed to achieve their financial goals.

Welcome to John Flaniken - Trade-In Real Estate, your trusted home buying specialists serving Santa Cruz, Monterey, San Benito, Santa Clara, and Alameda Counties in California. Located at 1395 41st Avenue, Capitola, CA 95010, we pride ourselves on providing quick and fair cash offers for homes, regardless of their condition. Our process is simple and stress-free, offering homeowners an efficient alternative to the traditional real estate market. When you choose Trade-In Real Estate, you can expect a fair all-cash offer within 24 hours of submitting your property information. We close on your schedule, whether it's in seven days or whenever you're ready, without the hassle of waiting for buyer financing.

Welcome to Monterey Peninsula Home Team, your premier real estate agency located at 501 Lighthouse Avenue, Pacific Grove, California. Specializing in the beautiful and diverse Monterey Peninsula, our team is passionate about helping you find the perfect property in this stunning region. Whether you're looking for a home in Carmel, Pebble Beach, Carmel Valley, Pacific Grove, Monterey, Marina, Seaside, or along the HWY 68 Corridor, we have the expertise and local knowledge to guide you every step of the way. Our website, www.SearchMontereyPeninsulaHomes.com, is your ultimate resource for exploring all Monterey Peninsula MLS listings. With a user-friendly design and mobile-friendly functionality, our site allows you to search for million-dollar estates, waterfront properties, ocean-view homes, Victorian and Craftsman-style houses, golf course residences, luxury real estate, and much more. We provide a comprehensive breakdown of each city and neighborhood, ensuring your home search is as easy and efficient as possible.

Welcome to Monterey Peninsula Home Team - Mark Bruno Located at 501 Lighthouse Avenue in the charming city of Pacific Grove, California, Monterey Peninsula Home Team - Mark Bruno is your premier real estate agency specializing in the vibrant Pacific Grove area. Our mission is to simplify your real estate journey by providing an easy-to-use platform that houses the most accurate and up-to-date listings from the official Pacific Grove MLS. Whether you're looking to buy or sell a home, condo, or property, our team is dedicated to delivering comprehensive services tailored to your needs.

Shrine Coffee is a unique non-profit community coffeehouse located in Santa Cruz, California. As an extension of the Shrine ministry of the Oblates of St. Joseph, Shrine Coffee aims to evangelize through the culture of encounter, welcoming all people at whatever stage they may be in life's journey. Since 1952, the Shrine of St. Joseph has been a place of pilgrimage and devotion, inviting both tourists and locals to deepen their prayer life. With the addition of Shrine Coffee, the community seeks to open its doors to neighbors and spread the message of Christ. Shrine Coffee offers a space for renewal during this time of new evangelization within the Church. The founders strive to maintain a state of life-long pilgrimage and provide an oasis from the divide between mind and spirit that modern society often faces. Through craft, hospitality, and fidelity, Shrine Coffee promotes beauty and goodness in service of the truth.

Bankers Casino is a vibrant entertainment venue located at 111 Monterey Street in Salinas, California. This multi-faceted institution offers a unique combination of a bar, casino, food, night club, and restaurant all under one roof. Whether you're looking to try your luck at the gaming tables, enjoy delicious meals and drinks, or dance the night away, Bankers Casino has something for everyone. Come and experience the excitement and fun at this popular destination in the heart of Salinas.

Goodwill Donation Center & Store is a charitable institution located at 17630 Monterey Street in Morgan Hill, California. This store serves as a hub for individuals to donate gently used clothing, furniture, and household items, which are then sold at affordable prices to support Goodwill's mission of providing job training and employment services to those in need. By shopping or donating at this store, you are not only giving back to the community but also helping individuals in need achieve financial independence. Come visit Goodwill Donation Center & Store to shop for a cause and make a positive impact in the lives of others.

Remy Wicks - State Farm Insurance Agent is a trusted insurance agency located at 108 North Russ Street in King City, California. Our office is conveniently situated across from Wells Fargo, between Broadway and Lynn St. We offer virtual or in-person appointments to review your insurance and financial needs, especially during the cold and rainy months. Remy Wicks, the owner, has over a decade of experience in the insurance industry, specializing in commercial and residential insurance. She has deep roots in the agricultural community and a wealth of knowledge to serve the Monterey County farm region. Lupita, our Office Manager, is dedicated to providing excellent customer service and helping clients understand their policies.

Rossi Carr Electrical Inc, located at 6440 Monterey Road in Paso Robles, California, is a trusted electrical contractor specializing in construction and service for commercial, industrial, and institutional markets. With over 40 years of experience, we have proudly served clients in San Luis Obispo, Santa Barbara, and Monterey Counties. Our team is dedicated to delivering the best possible project outcomes for our customers, contractors, and communities. We work closely with high-quality subcontractors, vendors, and consultants to ensure a successful project from start to finish. Our professional and trained workforce is committed to providing top-notch service, and we offer competitive wages and benefits.

Mr. Steven Elman is a reputable dentist located at 7526 Monterey Street in Gilroy, California, United States. With a commitment to providing high-quality dental care, Mr. Elman offers a wide range of services to help patients achieve and maintain optimal oral health. From routine cleanings to more complex procedures, patients can trust in Mr. Elman's expertise and experience in the field of dentistry. Visit Mr. Steven Elman for personalized and compassionate dental care in a welcoming and professional environment.

Kevin Bailey - State Farm Insurance Agent is a finance, health, and insurance agency located at 16360 Monterey Street in Morgan Hill, California, United States. As April is Distracted Driving Awareness Month, the institution emphasizes the importance of checking auto insurance liability coverage. Kevin Bailey and his team are dedicated to helping individuals and families properly insure what matters most to them. With over 12 years of experience in the insurance industry and a background in the car business, Kevin understands the value of protecting your assets. The office serves not only Morgan Hill but also the entire states of California, Arizona, and Nevada. Whether you are a long-time resident or new to the area, Kevin and his team are here to assist you with all your insurance needs. They offer a wide range of insurance products and services tailored to meet individual needs at every stage of life.

Frederick H. DiMeo Insurance Agency Inc is a trusted insurance agency located at 17415 Monterey Street in Morgan Hill, California, United States. With a strong commitment to providing personalized and comprehensive insurance solutions, our experienced team is dedicated to helping individuals and businesses protect what matters most. Whether you are in need of auto, home, life, or business insurance, we are here to help you find the right coverage at competitive rates. Contact us today to learn more about our services and how we can assist you with your insurance needs.

Maureen Harris: Allstate Insurance is a trusted insurance agency located at 17200 Monterey Street in Morgan Hill, California. With a commitment to providing reliable and personalized insurance coverage, our team of professionals is dedicated to helping individuals and families protect what matters most. Whether you are in need of auto, home, life, or business insurance, we are here to assist you every step of the way. Contact us today to learn more about our comprehensive insurance solutions and how we can help you secure a better, more secure future.

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.

Cowell & Smith Insurance Agency is a trusted insurance provider located at 2250 North Fremont Street in Monterey, California. With a commitment to exceptional customer service and personalized insurance solutions, our agency offers a wide range of coverage options to meet your individual needs. Whether you are looking for auto, home, life, or business insurance, our experienced agents are here to help you find the perfect policy to protect what matters most to you. Contact us today to learn more about our services and how we can help you secure the coverage you need.

Capital Insurance Group is a leading insurance agency located at 1 Lower Ragsdale Drive in Monterey, California, United States. With a strong reputation for providing reliable and comprehensive insurance solutions, we offer a wide range of policies to meet the needs of individuals and businesses alike. Our team of experienced agents is dedicated to helping clients find the right coverage at competitive rates, ensuring peace of mind and financial security. Whether you are looking for auto, home, life, or commercial insurance, Capital Insurance Group is here to protect what matters most to you. Contact us today to learn more about our services and how we can tailor a policy to fit your specific needs.

HUB International, located at 401 Fremont Street in Monterey, California, is a leading insurance agency serving individuals and businesses in the Central Coast region. Established in 1888, HUB Monterey is known for its comprehensive insurance solutions and exceptional customer service. Their experienced sales and service staff are committed to building strong relationships with clients and providing top-notch support. Specializing in industries such as construction, non-profits, apartments, restaurants, and retail services, HUB Monterey offers a wide range of insurance options to meet the unique needs of their diverse clientele. Whether you are looking for personal or commercial insurance coverage, HUB International is dedicated to helping you protect what matters most.

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 trusted insurance agency located at 266 Reservation Road in Marina, California, United States. Since 2009, our dedicated team has been serving policy holders in the Salinas area, building strong relationships within the community. As an Ambassador Travel and Chairman Circle Qualifier, we understand the importance of personalized service and strive to meet all of our customers' insurance needs. We proudly serve Santa Cruz and Monterey Counties, including Watsonville, Salinas, and Carmel, offering a range of insurance options such as Auto Insurance, Home Insurance, Renters Insurance, Motorcycle Insurance, Boat Insurance, and Small Business Insurance. Our team is committed to helping customers reach their financial goals while providing excellent service. Contact us today for a free quote and let us assist you with all of your insurance needs.

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.

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.