Insurance consultation services in Monterey, CA
43 results found
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First Command
● ClosedFirst Command is a trusted institution located at 200 Camino Aguajito in Monterey, California, United States. As a bank, finance, and insurance agency, we provide comprehensive financial services to our clients. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals and secure their financial future. Whether you need assistance with banking, investment planning, or insurance coverage, First Command is here to provide personalized solutions tailored to your unique needs. Trust First Command to be your partner in financial success.
200 Camino Aguajito #201, Monterey, CA 93940, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 200 East Franklin Street in Monterey, California, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch provide financial strategies tailored to each client's unique goals and needs, drawing on years of wealth management knowledge and expertise. In addition to wealth planning advice, Merrill Lynch advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives.
200 E Franklin St, Monterey, CA 93940, United States -
Merrill Lynch Financial Advisor Aida Rosas
● ClosedMerrill Lynch Financial Advisor Aida Rosas, located at 200 East Franklin Street in Monterey, California, is dedicated to helping clients prioritize and pursue their financial goals. With over 20 years of experience, Aida is passionate about assisting clients in achieving their financial aspirations. As a first-generation immigrant and coming from a large family, she understands the importance of planning for a secure financial future. Aida holds several FINRA registrations and California Department of Insurance licenses, allowing her to provide comprehensive financial services. At Merrill Lynch Wealth Management, Aida focuses on building personalized plans centered on clients' goals and evolving priorities. She believes in putting clients first and providing tailored advice based on individual needs. By leveraging the global resources of Merrill, Aida and her team strive to establish strong client relationships built on trust and personalized service.
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 -
CC Tax & Financial, CPA
● ClosedCC Tax & Financial, CPA is a reputable institution located at 801 East Garvey Avenue in Monterey Park, California. As a full-service accounting, finance, and insurance agency, we provide expert tax preparation, financial planning, and insurance services to individuals and businesses in the area. Our team of certified public accountants is dedicated to helping our clients navigate the complexities of the financial world and achieve their financial goals. With a commitment to excellence and personalized service, CC Tax & Financial, CPA is the trusted partner you need for all your financial needs.
801 E Garvey Ave #3026, Monterey Park, CA 91755, United States -
The Tax Council, Inc
● ClosedThe Tax Council, Inc is a reputable accounting, finance, and insurance agency located at 1100 Corporate Center Drive in Monterey Park, California, United States. With a focus on providing top-notch financial services, they offer expert advice and solutions to individuals and businesses alike. Contact them at thecouncilservice@gmail.com or give them a call at (626) 766-8591 to learn more about how they can assist with your financial needs.
1100 Corporate Center Dr #220, Monterey Park, CA 91754, United States -
Dynamite Roofing
● ClosedWelcome to Dynamite Roofing - Your Trusted Roofing Partner in Monterey, CA Located at 177 Webster Street, Monterey, California, Dynamite Roofing has been proudly serving the Central Coast community for over 24 years. As a family-owned and operated business, we are committed to delivering the quality you deserve from a company you can trust.
177 Webster Street, Monterey, California 93940, United States -
Shingle Guard Roofs
● ClosedWelcome to Shingle Guard Roofs! Located at 465 Pacific Street, Monterey, California, Shingle Guard Roofs is your trusted roofing contractor, dedicated to meeting all your roofing needs with excellence and reliability. With years of industry experience, we are the go-to experts for new roof installations, roof repairs, and routine maintenance.
465 Pacific Street, Monterey, California 93940, United States -
Sunshine Foundation Repairs of Torrance
● ClosedWelcome to Sunshine Foundation Repairs of Torrance, your trusted partner for comprehensive foundation solutions in Southern California. Located at 1609 Lockness Place, Torrance, California, we are a family-owned and operated general contracting business dedicated to providing high-quality and professional foundation repair services. At Sunshine Foundation Repairs, we specialize in a wide array of services including foundation seismic retrofitting, foundation replacement, slab repair, home leveling, helical piers installation, and structural support. Our mission is to deliver top-notch foundation repairs to homeowners throughout So-Cal, ensuring your home stands strong and secure.
1609 Lockness Place, Torrance, California 90501, United States -
Dr. Agnieszka Lech, MD
● OpenWelcome to the practice of Dr. Agnieszka Lech, MD, located at 1900 Garden Road, Monterey, California. We are dedicated to understanding the unique needs of each patient and providing world-class care with expertise and innovation. Our practice specializes in Adolescent Medicine, Eating Disorders, Gastroenterology, Hepatology, and Nutrition Services. We are excited to announce that our services have expanded to a new location in Mountain View, near El Camino Hospital, where we continue to offer the same exceptional care. Our affiliation with Stanford Children’s Health allows us to bring cutting-edge solutions, such as the Buddy Guard Device, to ease needle jabs for children.
1900 Garden Road, Monterey, California 93940, 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 -
East West Bank
● OpenWelcome to East West Bank, located at 99 Pacific Street, Monterey, California. Established in 1973 by visionary leaders in Los Angeles’s Chinatown, our mission has always been to support immigrants who were overlooked by mainstream banks. This commitment remains at the heart of our operations as we continue to empower individuals and businesses in achieving their financial dreams. Discover "The Bridge," a compelling documentary by the East West Bank Foundation that celebrates 50 years of perseverance and success within the AAPI community. Join us in this inspiring journey that reflects our dedication to being a financial bridge between East and West.
99 Pacific Street, Monterey, California 93940, United States -
Merrill Lynch Financial Advisor Alexander Duddy
● ClosedWelcome 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.
200 East Franklin Street, Monterey, California 93940, United States
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