TOP 10 Best Individual and family finance advisors in Salinas, California

Apoyo Financiero Salinas is a trusted financial institution located at 1577 North Sanborn Road in Salinas, California. We provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized assistance and guidance to our clients. Whether you need a loan, investment advice, or help with financial planning, Apoyo Financiero Salinas is here to support you every step of the way. Visit us today to learn more about how we can help you secure your financial future.

John 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.

Alta Tax and Immigration Services is a reputable finance institution located at 911 East Alisal Street in Salinas, California, United States. Our dedicated team of professionals specializes in providing expert tax and immigration services to individuals and businesses in the community. With years of experience and a commitment to excellence, we strive to help our clients navigate the complex world of finance with ease and confidence. Whether you need assistance with tax preparation, immigration paperwork, or financial planning, Alta Tax and Immigration Services is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Merrill 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.

John Castaneda is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 36 Quail Run Circle in Salinas, California. With a strong background in finance and a commitment to helping clients achieve their financial goals, John offers personalized financial planning services to individuals and families. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, John Castaneda can provide expert guidance and support. Visit him at his office in Salinas or contact him for a consultation to start planning for a secure financial future.

Laurel Tax & Immigration Services is a professional institution located at 1860 North Main Street in Salinas, California, United States. Specializing in accounting, finance, insurance services, and immigration assistance, our dedicated team is committed to providing top-notch services to individuals and businesses in the local community. Whether you need help with tax preparation, financial planning, insurance coverage, or immigration paperwork, our knowledgeable staff is here to guide you every step of the way. Visit us today at Laurel Tax & Immigration Services for all your financial and immigration needs.

Doug Gutshall: Primerica - Financial Services is a reputable finance and insurance agency located at 1582 Moffett Street in Salinas, California, United States. With a focus on providing clients with comprehensive financial solutions, Doug Gutshall and his team at Primerica strive to help individuals and families achieve their financial goals and secure their future. By offering a wide range of financial products and services, including insurance, investments, and retirement planning, they are dedicated to helping clients make informed decisions and build a strong financial foundation. Trusted by the community for their expertise and commitment to excellence, Doug Gutshall: Primerica - Financial Services is the go-to institution for all your financial needs.

Primerica is a reputable insurance agency located at 1582 Moffett Street in Salinas, California. With a strong presence in the United States, Primerica offers a wide range of insurance products and financial services to meet the needs of individuals and families. Their experienced agents are dedicated to providing personalized solutions and top-notch customer service. Whether you're looking for life insurance, retirement planning, or investment options, Primerica is committed to helping you secure your financial future. Visit their office in Salinas today to learn more about their offerings and how they can assist you in achieving your financial goals.

UBS 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.

Prudential | Larry Walker | Life Insurance & Financial Services is a trusted finance and insurance agency located at 19 Quail Run Circle in Salinas, California, United States. Specializing in life insurance and a wide range of financial services, our experienced team is dedicated to helping individuals and families secure their financial future. Whether you are looking for comprehensive life insurance coverage or expert financial planning advice, we are here to provide personalized solutions tailored to your specific needs. Trust Prudential | Larry Walker | Life Insurance & Financial Services to protect and grow your assets for a more secure tomorrow.

Prudential | Lisa Johnson | Life Insurance & Financial Services is a trusted finance and insurance agency located at 1188 Padre Drive in Salinas, California, United States. With a strong reputation for providing personalized and comprehensive financial solutions, our team is dedicated to helping individuals and families secure their financial future through life insurance and other financial services. Contact us today to learn more about how we can help you achieve your financial goals.

Prudential | 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.

Frank Emerson - Prudential Financial is a reputable finance and insurance agency located at 950 East Blanco Road in Salinas, California, United States. With a strong focus on providing personalized financial solutions and insurance products, the institution is committed to helping individuals and businesses achieve their financial goals and protect their assets. The experienced team at Frank Emerson - Prudential Financial is dedicated to providing top-notch customer service and expert advice to ensure clients receive the best possible financial and insurance solutions. Whether you are looking for retirement planning, investment advice, or insurance coverage, Frank Emerson - Prudential Financial is the go-to institution for all your financial needs.

Blumenthal & Associates is a reputable finance institution located at 820 Park Row in Salinas, California, United States. With a team of experienced financial experts, they offer a wide range of services including investment management, financial planning, retirement planning, and wealth management. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, Blumenthal & Associates is dedicated to providing personalized solutions to help you achieve your financial goals. Visit their office today to learn more about how they can help you secure your financial future.

Knapp Financial Group LLC is a reputable finance institution located at 975 West Alisal Street in Salinas, California, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Knapp Financial Group LLC is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, they are committed to helping you secure a stable financial future.

Northwestern Mutual is a reputable finance and insurance agency located at 60 West Alisal Street in Salinas, California. As a leading provider of financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and protect their assets. With a team of experienced professionals, Northwestern Mutual offers personalized solutions and expert guidance to clients in the Salinas area. Whether you are looking for retirement planning, investment advice, or insurance coverage, Northwestern Mutual is committed to providing top-notch service and support. Visit their office today to learn more about how they can help secure your financial future.

Buckingham Strategic Wealth is a finance institution located at 450 Lincoln Avenue in Salinas, California, United States. As a client of Buckingham, you can expect a personalized and comprehensive approach to managing your wealth. Download their "Experience Is Everything" brochure to learn more about what it's like to work with them. With the upcoming elections, Buckingham can help you navigate potential changes in policies and legislation that may impact your finances. They can also provide guidance on maximizing the benefits of restricted stock units (RSUs) for top performers in organizations. Your values are at the core of every financial decision you make, and Buckingham can help align your financial plan with what matters most to you.