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TOP 30 Integrated financial services in Salinas, CA
15 results found
Search for local businesses, places and services near you
Prudential Financial: Rowe Gary
Prudential Financial: Rowe Gary is an insurance agency located at 1418 South Main Street in Salinas, California, United States. With a focus on providing top-notch insurance services, the institution offers a wide range of coverage options to meet the individual needs of their clients. The experienced team at Prudential Financial: Rowe Gary is dedicated to helping customers protect what matters most to them, whether it be their home, car, or business. With a reputation for excellent customer service and a commitment to integrity, clients can trust that they are in good hands when working with Prudential Financial: Rowe Gary.
Edward Jones - Financial Advisor: Liz Murillo
Edward 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.
Edward Jones - Financial Advisor: Karen Hagman, AAMS™
Edward 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.
Edward Jones - Financial Advisor: John G Musni, AAMS™
Edward 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.
David Jenkins - Financial Advisor, Ameriprise Financial Services, LLC
David 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.
Virtuous Tax and Financial
Virtuous 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.
Enrique Ramirez - State Farm Insurance Agent
Enrique Ramirez - State Farm Insurance Agent is a reputable insurance agency located in Soledad, California, United States. Our office is conveniently situated in the Soledad Mission Shopping Center, above Mechanics Bank, offering ample parking for our customers. We also have a second agency in Salinas, located near Highway 101 in the Westridge Shopping Center. Established in 2002, our legacy agency has been serving customers in Monterey County and beyond for nearly 20 years. Our dedicated team values building long-lasting relationships by understanding each customer's unique needs and providing personalized care with integrity. We are actively involved in supporting the communities we serve, sponsoring youth sports teams and participating in local government.
Bay Property Management Inc.
Bay Property Management Inc. is a family-owned institution located at 140 John Street in Salinas, California, United States. With over 33 years of experience in residential property management, we offer dedicated and experienced services that you can expect from a professional property management firm. Our mission is to provide superior, problem-free management services while treating all clients and tenants with respect. We specialize in managing single-family homes, condominiums, and small apartment complexes, ensuring that our clients receive the highest quality service backed by decades of industry knowledge. Our team leverages traditional expertise with innovative solutions to adapt to evolving industry trends and provide the best possible solutions for our clients.
Jim Russo, Jr. - State Farm Insurance Agent
Jim Russo, Jr. - State Farm Insurance Agent is a reputable insurance agency located at 921 East Alisal Street in Salinas, California. Our team is dedicated to serving our clients with professionalism and care, always putting their best interests first. We offer a range of insurance and financial services to meet your needs, and our staff is fluent in both English and Spanish. At our agency, we understand the importance of staying informed about important topics such as drunk driving, car depreciation, and the benefits of pet insurance. We also provide convenient smartphone credit card readers for small businesses, offering flexibility and mobility when processing customer purchases.
Premier Tax & Accounting
Premier Tax & Accounting is a leading financial institution located at 688 East Boronda Road in Salinas, California, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. With a commitment to accuracy and integrity, Premier Tax & Accounting is your trusted partner in achieving financial success. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
Jeffrey Wriedt & Co
Jeffrey Wriedt & Co is a reputable accounting and finance institution located at 35 Winham Street in Salinas, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We are dedicated to helping our clients achieve their financial goals and strive to provide top-notch service with integrity and professionalism. Visit us today to see how we can assist you with your financial needs.
Brandon & Tibbs Accountants: Madison Kelly A CPA
Brandon & 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.
Colijn Martin CPA
Colijn Martin CPA is a reputable accounting and finance institution located at 1514 Moffett Street in Salinas, California, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, Colijn Martin CPA is dedicated to helping clients achieve their financial goals. Their commitment to professionalism and integrity sets them apart as a trusted partner in financial management.
Coldwell Banker Realty - Aptos
Welcome to Coldwell Banker Realty - Aptos, your trusted real estate agency located at 124 Rancho Del Mar, Aptos, California. Nestled close to the iconic “Cement Ship” of Seacliff State Beach, the luxurious Seascape Resort, and the charming Aptos Village, our office is perfectly positioned to serve the vibrant communities of Santa Cruz County and beyond. Our team of dedicated real estate professionals is deeply knowledgeable about the unique qualities that make this area so special. Santa Cruz County offers a harmonious blend of natural beauty and cultural richness, from the awe-inspiring redwoods of the Santa Cruz Mountains to the pristine shores of Monterey Bay. Whether you're drawn to the quaint mountain communities of the San Lorenzo Valley or the cosmopolitan charm of downtown Santa Cruz, we have the expertise to help you find your dream home. Our service areas include, but are not limited to, Aptos, Santa Cruz, Capitola, Watsonville, and the neighboring regions such as Ben Lomond, Bonny Doon, Boulder Creek, and beyond.
Albers Real Estate, Hap Albers - Broker
Welcome to Albers Real Estate, where expertise meets excellence in the heart of Monterey, California. Located at 1340 Munras Avenue, we are proud to be recognized as the top-producing multi-family brokerage on the Central Coast. Led by esteemed broker Hap Albers, our agency has successfully sold 2,216 apartment units across 195 apartment complexes, showcasing our unparalleled experience and dedication in the real estate industry. At Albers Real Estate, we understand the importance of experience and knowledge in making informed investment decisions. Our team is committed to providing comprehensive services that include investor vetting and pre-qualification, ensuring that sellers connect with qualified buyers. With our deep market knowledge, we offer insights into rental levels, trends, and financial analysis, alongside strategic marketing to identify and attract the right investors.
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