Focused financial consulting in Salinas, CA
28 results found
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Blackstone Tax & Financial
● OpenBlackstone Tax & Financial is a reputable institution located at 25 San Juan Grade Road in Salinas, California. Specializing in accounting, finance, health, and insurance services, our dedicated team of professionals is committed to helping individuals and businesses achieve their financial goals. With a focus on providing personalized and comprehensive solutions, we strive to deliver top-notch services that meet the unique needs of our clients. Whether you need assistance with tax preparation, financial planning, health insurance, or any other financial matter, you can trust Blackstone Tax & Financial to provide expert guidance and support. Contact us today to learn more about how we can help you secure a stable financial future.
25 San Juan Grade Rd Ste 101, Salinas, CA 93906, United States -
Praetorian Financial and Insurance Services Inc.
● OpenPraetorian 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.
369 Main St #207, Salinas, CA 93901, United States -
John Salinas: Primerica - Financial Services
● OpenJohn Salinas: Primerica - Financial Services is an insurance agency located at 3401W West 5th Street in Oxnard, California. As a part of the Primerica network, this institution offers a wide range of financial services to help individuals and families secure their financial future. Whether you are looking for insurance products, investment opportunities, or retirement planning, John Salinas and his team are dedicated to providing personalized solutions to meet your needs. With a focus on financial education and empowerment, Primerica helps clients make informed decisions to achieve their financial goals. Visit John Salinas: Primerica - Financial Services today to start planning for a more secure tomorrow.
3401W W 5th St #220, Oxnard, CA 93030, United States -
Prudential | Frank Emerson | Life Insurance & Financial Services
● OpenPrudential | Frank Emerson | Life Insurance & Financial Services is a reputable finance and insurance agency located at 532 Pajaro Street in Salinas, California, United States. With a focus on providing top-quality life insurance and financial services, our experienced team is dedicated to helping individuals and families secure their financial futures. Whether you are looking for life insurance coverage or seeking guidance on financial planning, our knowledgeable professionals are here to assist you every step of the way. Trust Prudential | Frank Emerson for all your insurance and financial needs.
532 Pajaro St, Salinas, CA 93901, United States -
Merrill Lynch Financial Advisor Craig Brinton
● OpenMerrill 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.
200 E Franklin St, Monterey, CA 93940, United States -
Edward Jones - Financial Advisor: Liz Murillo
● OpenEdward Jones - Financial Advisor: Liz Murillo is a reputable financial institution located at 201 Monterey Salinas Highway in Salinas, California. Liz Murillo, as a dedicated financial advisor, offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Liz Murillo provides expert guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Liz Murillo is committed to helping you secure a stable financial future.
201 Monterey Salinas Hwy suite a, Salinas, CA 93908, United States -
David Nelson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid 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.
307 Main St Ste 110, Salinas, CA 93901, United States -
Edward Jones - Financial Advisor: Karen Hagman, AAMS™
● OpenEdward 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.
201 Monterey Salinas Hwy suite a, Salinas, CA 93908, United States -
Edward Jones - Financial Advisor: John G Musni, AAMS™
● OpenEdward 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.
201 Monterey Salinas Hwy suite a, Salinas, CA 93908, United States -
UBS Financial Services Inc.
● OpenUBS 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.
1188 Padre Dr #118, Salinas, CA 93901, United States -
David Jenkins - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDavid Jenkins, a financial advisor at Ameriprise Financial Services, LLC, is dedicated to helping individuals and families in Salinas, California achieve their financial goals. Located at 1611 Bunker Hill Way, David provides personalized financial planning and investment advice to his clients. With a focus on building long-term relationships based on trust and integrity, David Jenkins is committed to helping his clients secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, David Jenkins and Ameriprise Financial Services, LLC are here to help you every step of the way. Contact David Jenkins today to schedule a consultation and start planning for a more secure financial future.
1611 Bunker Hill Way #140, Salinas, CA 93906, United States -
Matthew Salyer - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMatthew 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.
1611 Bunker Hill Way #140, Salinas, CA 93906, United States -
Virtuous Tax and Financial
● OpenVirtuous 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.
21 W Laurel Dr #65, Salinas, CA 93906, United States -
Chris Buich - State Farm Insurance Agent
● OpenChris 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.
559 E Alisal St Ste 102, Salinas, CA 93905, United States -
Rey Zagal - State Farm Insurance Agent
● OpenRey 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.
246 Abbott St Ste A, Salinas, CA 93901, United States -
Jim Rinehart - State Farm Insurance Agent
● OpenJim 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.
2511 Garden Rd Suite C-125, Monterey, CA 93940, United States -
The Fuller Law Firm, PC
● OpenThe Fuller Law Firm, PC is a finance and lawyer institution located at 60 North Keeble Avenue, San Jose, California, United States. Specializing in bankruptcy cases, the firm is dedicated to helping individuals find a brighter financial future. With a focus on providing exceptional service to clients throughout the Bay Area, including Oakland and Salinas, their team of California bankruptcy attorneys are committed to guiding you through the process with care and expertise. With over 90% of their practice dedicated to bankruptcy, The Fuller Law Firm, PC has extensive experience in Chapter 7, Chapter 11, and Chapter 13 cases. Unlike other firms that may dabble in various areas of law, their specialized focus ensures that you receive the best possible advice tailored to your specific situation.
60 N Keeble Ave, San Jose, CA 95126, United States -
Stephen H. Kim, Attorney at Law
● OpenStephen H. Kim, Attorney at Law is a reputable legal institution located at 115 Cayuga Street in Salinas, California, United States. Specializing in bankruptcy law, the experienced team at Stephen H. Kim, Attorney at Law is dedicated to helping individuals navigate through the complexities of the legal system. Whether you are considering Chapter 7 or Chapter 13 bankruptcy, their knowledgeable attorneys can provide you with the guidance and support you need to make informed decisions for your family's financial future. The institution values your privacy and will never share your information with third parties. With a focus on providing personalized solutions, Stephen H. Kim, Attorney at Law aims to assist clients in achieving a fresh start and overcoming their debt burdens. Contact them today for a consultation and see how they can help you regain control of your finances.
115 Cayuga St #300, Salinas, CA 93901, United States -
Law Office of Jeremy F. Peck & Monterey Peninsula Bankruptcy
● OpenThe Law Office of Jeremy F. Peck & Monterey Peninsula Bankruptcy, located at 220 Capitol Street in Salinas, California, offers expert legal and financial services to individuals and small businesses in the Central Coast and greater Bay Area. Specializing in Chapter 7 and Chapter 13 bankruptcies, they provide personalized representation to help clients eliminate unsecured debt and reorganize their financial obligations. Attorney Jeremy F. Peck has been serving clients in various counties since 2009, with a focus on quality and individualized legal assistance. Clients have expressed gratitude for the compassionate and attentive support they received throughout the bankruptcy process, with many experiencing relief and a fresh start after working with the firm. For a free consultation, call (831) 224-3199 today.
220 Capitol St, Salinas, CA 93901, United States -
Spectrum Small Business Advisors LLC
● OpenSpectrum Small Business Advisors LLC, located at 8339 Church Street in Gilroy, California, offers a range of services including management consulting, CFO consulting, payroll, and bookkeeping. With a focus on providing value to clients, Spectrum Small Business Advisors LLC is dedicated to helping businesses make informed decisions. James, the founder of Spectrum Small Business Advisors LLC, has over 25 years of experience in financial management. With a background in military payroll and experience working with Fortune 500 companies, James brings a wealth of knowledge to his clients. He is known for his ability to develop efficient processes and procedures that result in cost savings for businesses.
8339 Church St, Gilroy, CA 95020, United States -
Brandon & Tibbs Accountants: Madison Kelly A CPA
● OpenBrandon & Tibbs Accountants: Madison Kelly A CPA is a reputable accounting and finance institution located at 3 Quail Run Circle in Salinas, California, United States. Led by the experienced and knowledgeable CPA, Madison Kelly, this institution provides top-notch financial services to individuals and businesses alike. With a focus on accuracy, integrity, and personalized attention, Brandon & Tibbs Accountants is dedicated to helping clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Madison Kelly and her team are here to provide expert guidance and support. Trust Brandon & Tibbs Accountants: Madison Kelly A CPA for all your accounting and finance needs.
3 Quail Run Cir #200, Salinas, CA 93907, United States -
Liberty Tax
● OpenLiberty Tax is a trusted financial institution located at 446 South Main Street in Salinas, California. Our team of professionals is dedicated to providing top-notch tax preparation services and financial advice to individuals and businesses in the area. With a focus on accuracy and efficiency, we strive to help our clients maximize their refunds and minimize their tax liabilities. Trust Liberty Tax for all your financial needs and experience the peace of mind that comes with working with a reputable institution.
446 S Main St, Salinas, CA 93901, United States -
Andresen & Associates
● OpenAndresen & Associates is a reputable finance institution located at 158 West Gabilan Street in Salinas, California, United States. With a strong focus on providing personalized financial solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Andresen & Associates is committed to delivering top-notch financial guidance tailored to your individual needs. Visit us today to learn more about how we can help you secure your financial future.
158 W Gabilan St, Salinas, CA 93901, United States -
Lydia's One Day Tax
● OpenLydia's One Day Tax is a trusted accounting and finance institution located at 545 East Alisal Street in Salinas, California. With a focus on providing efficient and accurate tax services, our team of professionals is dedicated to helping individuals and businesses navigate the complexities of tax preparation and financial planning. Whether you need assistance with filing your taxes or managing your finances, Lydia's One Day Tax is here to provide expert guidance and support. Trust us to handle your financial needs with care and professionalism.
545 E Alisal St # F, Salinas, CA 93905, United States -
Francis B. Ingraham, CPA
● OpenFrancis B. Ingraham, CPA is a reputable accounting and finance institution located at 412 Main Street, Salinas, California. With over 40 years of professional accounting experience, founder Francis B. Ingraham is an expert in providing tax services for businesses of all sizes. His team includes Arturo Contreras, who specializes in tax preparations, bookkeeping services, and business consulting, and Horace Ingraham, who focuses on income tax preparation and financial statements. The institution offers a wide range of services for individual, partnership, non-profit, corporate, and fiduciary clients. With a wealth of knowledge and expertise, the team at Francis B. Ingraham, CPA is dedicated to providing a positive and valuable experience for all clients.
412 Main St, Salinas, CA 93901, United States -
Moss Adams (Formerly Ryan & McDonald)
● OpenMoss Adams (formerly Ryan & McDonald) is a reputable accounting and finance institution located at 913 Blanco Circle in Salinas, California, United States. With a strong focus on providing top-notch financial services, Moss Adams is known for its expertise in tax preparation, auditing, and financial consulting. Their team of experienced professionals is dedicated to helping individuals and businesses navigate complex financial matters with precision and care. Whether you need assistance with tax planning, financial analysis, or business valuation, Moss Adams is committed to delivering tailored solutions to meet your specific needs. Visit their office in Salinas to experience their exceptional service firsthand.
913 Blanco Cir, Salinas, CA 93901, United States -
Ria Money Transfer - El Faro Tax Service Y Envios
● OpenRia Money Transfer - El Faro Tax Service Y Envios is a financial institution located at 7 Williams Road in Salinas, California, United States. This institution offers a range of services including money transfers, tax preparation, and shipping services. With a focus on providing convenient and reliable financial solutions, Ria Money Transfer - El Faro Tax Service Y Envios is a trusted choice for individuals and businesses in the Salinas area.
7 Williams Rd, Salinas, CA 93905, United States -
Rucka O'Boyle Lombardo Mckenna: Stein Gilbert
● OpenWelcome to Rucka, O'Boyle, Lombardo & McKenna: Stein Gilbert Located at 1035 Fifth Street, Monterey, California, Rucka, O’Boyle, Lombardo & McKenna is your trusted partner in personal injury and workers’ compensation law. Since our founding in 1980, we have been dedicated to helping injured clients recover the benefits and compensation they deserve along the Central Coast. With additional offices in Salinas, Watsonville, and Santa Cruz, we are one of the largest and most respected law firms in California specializing in personal injury, workers’ compensation, and Social Security disability claims.
1035 Fifth Street, Monterey, California 93940, United States
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