Industry financial planning in Salinas, California
23 results found
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Merrill Lynch Financial Advisor Craig Brinton
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.
Chris Buich - State Farm Insurance Agent
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.
Loans By CMS
Loans By CMS is a reputable finance and real estate agency located at 3 Winham Street in Salinas, California, United States. We specialize in providing a wide range of loan options to meet the financial needs of our clients, whether it's for purchasing a new home, refinancing an existing mortgage, or funding a real estate investment. Our team of experienced professionals is dedicated to providing personalized service and expert guidance throughout the loan process. Contact us today to learn more about how Loans By CMS can help you achieve your financial goals.
Lopez Tax Service - Williams
Lopez Tax Service - Williams is a reputable accounting and finance institution located at 209 Williams Road in Salinas, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Their dedication to providing excellent customer service and personalized solutions sets them apart in the industry. Whether you are an individual looking for help with your taxes or a business in need of financial guidance, Lopez Tax Service - Williams is here to assist you every step of the way.
Bankers Casino
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.
Jay Cohen Insurance Services
"Jay Cohen Insurance Services is a health and insurance agency located at 933 North Main Street, Salinas, California, United States. We specialize in providing affordable healthcare coverage for everyone, with a focus on quality and personalized service. Our team of licensed agents is dedicated to helping you find the right plan to meet your unique needs and budget. Whether you are looking for individual or family plans, Medicare options, or life insurance products, we are here to guide you through the process. With over two decades of experience in the insurance industry, Jay Cohen and his team are committed to making the experience of finding and enrolling in health insurance easy and stress-free. We also offer support in Spanish, with our newest team member Susana Guijarro. Visit us during normal business hours or schedule an appointment to learn more about our services and how we can help you navigate the world of insurance. We also participate in community outreach events, so keep an eye out for our booths in the Greater Salinas Area."
Farmers Insurance - Richard Zenk
Farmers Insurance - Richard Zenk is an insurance agency located at 35 East Romie Lane, Salinas, California, United States. As a long-time resident of California, Richard Zenk is proud to serve the Salinas area as a local Farmers® agent. With over 18 years of experience in the insurance industry, he helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. Richard strives to make the insurance process straightforward and personalized to help customers make informed decisions. He offers comprehensive coverage options, competitive rates, and multi-line insurance discounts to help clients save money. Richard Zenk also provides life insurance, renters insurance, condo insurance, and personal umbrella insurance policies to protect clients' assets and future earnings. He can help small businesses customize an insurance package to reduce risk and protect investments. Additionally, as a Farmers Insurance and Financial Services agent, Richard has the expertise to help clients build a solid financial plan for a secure future.
Ottone & Leach LLP
Ottone & Leach LLP is a reputable law firm located at 1418 South Main Street in Salinas, California. Our experienced attorneys provide a wide range of legal services to clients, including major regional businesses, small family-owned companies, public districts, nonprofit organizations, and families. We specialize in agricultural business, family-owned companies, estate planning, and tax planning. Our firm serves clients in Monterey, San Benito, Santa Cruz Counties, and beyond. We have a strong reputation for delivering exceptional legal counsel in key practice areas and other business and legal matters affecting local and regional organizations. Our attorneys have extensive experience advising clients in the agricultural industry, particularly in the Salad Bowl of the World region.
Capitol Pensions & Insurance Solutions
Capitol Pensions & Insurance Solutions is a leading insurance agency located at 14 Maple Street in Salinas, California, United States. Our team of experienced professionals is dedicated to providing personalized and comprehensive insurance solutions to meet the unique needs of our clients. Whether you are looking for pension planning, life insurance, health insurance, or any other type of coverage, we are here to help you navigate the complexities of the insurance industry and find the right policy for you. Trust Capitol Pensions & Insurance Solutions to protect what matters most to you.
El Primo Express
El Primo Express is a reputable finance institution located at 1002 Del Monte Avenue in Salinas, California. We specialize in providing a wide range of financial services to meet the needs of our diverse clientele. Our experienced team is dedicated to providing personalized and efficient solutions to help our customers achieve their financial goals. Whether you need assistance with loans, investments, or other financial matters, El Primo Express is here to help. Visit us today to experience our top-notch service and expertise in the finance industry.
Teachers Retirement Solutions
Teachers Retirement Solutions is a financial institution located at 14 Maple Street in Salinas, California, United States. Our team specializes in providing retirement planning and investment solutions tailored specifically for teachers. With years of experience in the industry, we are dedicated to helping educators secure their financial future and achieve their retirement goals. Whether you are just starting your career or nearing retirement, our experts are here to provide personalized guidance and support every step of the way. Trust Teachers Retirement Solutions to help you make sound financial decisions and plan for a comfortable retirement.
Modern Business Service
Modern Business Service is a leading finance institution located at 17 Navajo Drive in Salinas, California, United States. We specialize in providing a wide range of financial services to businesses of all sizes, including accounting, bookkeeping, tax preparation, and financial consulting. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and grow their businesses. With a commitment to excellence and personalized service, Modern Business Service is the go-to destination for all your financial needs.
Trujillo Tax Service Inc
Trujillo Tax Service Inc is a trusted accounting and finance institution located at 601 South Main Street in Salinas, California. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation to financial planning, we strive to help our clients navigate the complex world of taxes and finances with ease. Visit us today to see how we can assist you in achieving your financial goals.
Rony's tax service
Rony's Tax Service is a professional tax preparation and financial services institution located at 369 East Market Street in Salinas, California, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation and planning to IRS problem resolution, we strive to meet all of our clients' financial needs with accuracy and efficiency. Visit us today to experience personalized service and expert advice for all your tax-related concerns.
Central Coast Bus Essentials
Central Coast Bus Essentials is a reputable institution located in Salinas, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing essential financial guidance and support to bus companies on the Central Coast. With a convenient location at 8026 San Miguel Canyon Road, clients can trust us to help them navigate the complexities of financial management and ensure their business runs smoothly. Trust Central Coast Bus Essentials for all your accounting and finance needs.
Aleman Tax Services
Aleman Tax Services is a reputable accounting and finance institution located at 930 North Sanborn Road in Salinas, California. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust Aleman Tax Services for all your accounting and finance needs.
Sprinz Fred
Sprinz Fred is a reputable finance institution located at 21 West Alisal Street in Salinas, California, United States. With years of experience in the financial industry, Sprinz Fred offers a wide range of services including investment management, financial planning, and wealth management. Their team of knowledgeable professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Sprinz Fred is committed to providing personalized solutions tailored to your individual needs. Visit them today to see how they can help you reach your financial objectives.
Farmers Insurance
Farmers Insurance, located at 1075 South Main Street in Salinas, California, is your local insurance agency serving the community. With over 18 years of experience in the industry, our knowledgeable agents are here to help you understand and choose the best insurance coverage for your needs. Whether you are looking for business, life, auto, home, renters insurance, and more, we have you covered. We offer comprehensive coverage options and can help you navigate through different insurance policies to find the one that fits your budget and requirements. From car insurance to home insurance, we provide competitive rates and multi-line insurance discounts to help you save money.
Quiroz Tax Service
Quiroz Tax Service is a trusted accounting and finance institution located at 1119 Pajaro Street in Salinas, California, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, Quiroz Tax Service is here to assist you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
Colijn Martin CPA
Colijn Martin CPA is a reputable accounting and finance institution located at 18921 Portola Drive in Salinas, California, United States. With a team of experienced Certified Public Accountants, they offer a wide range of financial services including tax preparation, auditing, consulting, and bookkeeping. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Colijn Martin CPA for all your accounting and finance needs.
Timmins & Sorensen CPA'S
Timmins & Sorensen CPA'S is a reputable accounting and finance institution located at 201 Monterey Salinas Highway in Salinas, California, United States. With a team of experienced and knowledgeable CPAs, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to providing personalized and professional service sets them apart from other firms in the industry. Whether you are an individual or a business in need of financial guidance, Timmins & Sorensen CPA'S is dedicated to helping you achieve your financial goals.
KLTsystems
KLTsystems is an accounting and finance institution located at 971 #5 North Main Street, Salinas, California, United States. With over 30 years of experience in the IT industry, we specialize in services such as Windows server design and installation, network security audits, and data protection. Our goal is to prevent downtime for businesses by identifying potential failures and creating a project plan to address them. We offer quality products and services to help businesses succeed and thrive in the digital age. Contact us today to see how we can help you with your IT needs.
Moss Adams (Formerly Ryan & McDonald)
Moss 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.
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