TOP 30 Investment products in Monterey, California

35 results found

Monterey Credit Union is a reliable financial institution located at 1760 Airline Highway in Hollister, California, United States. As a credit union, we offer a range of financial services including ATM access, loans, savings accounts, and more. Our dedicated team is committed to providing personalized and friendly service to help our members achieve their financial goals. Visit us today to experience the benefits of banking with Monterey Credit Union.

Fidelity Investments is a renowned financial institution located at 553 Munras Avenue in Monterey, California, United States. With a strong reputation for providing top-notch financial services and investment solutions, Fidelity Investments is a trusted partner for individuals and businesses looking to grow and manage their wealth. Whether you are planning for retirement, saving for college, or investing for the future, Fidelity Investments offers a wide range of products and services to help you achieve your financial goals. With a team of experienced financial advisors and a commitment to excellence, Fidelity Investments is dedicated to helping clients make informed decisions and secure their financial future.

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.

California Granite & Stone is a family-owned business located at 4110 Fairview Road in Hollister, California. As a general contractor and home goods store, we specialize in providing high-quality stone fabrication services for residential and commercial projects. Our team of professionals has over 14 years of experience in the industry, ensuring that we are the most reliable fabrication shop in the area. From the Monterey Peninsula to the Bay Area, California Granite & Stone has been trusted to deliver top-notch countertops for our clients. We invest in state-of-the-art machinery and fabricate all our products in-house to guarantee the quality of the final result.

Chase Bank, located at 291 Alvarado Street in Monterey, California, is a full-service financial institution offering a range of banking and financial services. With a team of business professionals specializing in improving cash flow, providing credit solutions, and managing payroll, Chase is dedicated to helping businesses succeed. In addition to traditional banking services, Chase also offers online and mobile banking options, business credit cards, and payment acceptance solutions tailored for businesses. As a subsidiary of JPMorgan Chase & Co., Chase Bank provides investment products and services through J.P. Morgan Securities LLC and offers insurance products through Chase Insurance Agency, Inc. Whether you're looking for personal banking services or wealth management solutions, Chase Bank has a variety of options to meet your financial needs. Please note that all account documents and online content are available in English only.

Universal Bank is a reputable financial institution located at 404 South Atlantic Boulevard in Monterey Park, California. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our experienced team of professionals is dedicated to providing personalized solutions to help individuals and businesses achieve their financial goals. Whether you need a checking account, savings account, loan, or investment services, Universal Bank is committed to delivering excellence in customer service and financial expertise. Visit us today to experience the difference of banking with Universal Bank.

Farmers Insurance - Soo Lee is an insurance agency located at 191 Lighthouse Avenue in Monterey, California. As a local Farmers® agent in Seaside, CA, Soo Lee helps customers identify insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of coverage options including auto, home, renters, business insurance, and more. Soo Lee can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, or assistance with deductibles and medical payments, Soo Lee can help guide you through the process. Protect your most valuable possessions with insurance from Farmers®. Get competitive rates on home insurance, renters insurance, life insurance, condo insurance, and more. Soo Lee can help you review your policies and create a plan that provides financial support for those who depend on you. Farmers Insurance also offers business insurance options to help reduce risk and protect your investment.

The Bank of America Financial Center located at 4150 Monterey Street in San Jose, California, is a leading financial institution offering a wide range of banking and finance services. With a strong presence in the United States, Bank of America provides customers with convenient access to banking products, investment opportunities, and financial planning services. Whether you're looking to open a savings account, apply for a loan, or seek advice on managing your finances, the knowledgeable staff at this financial center are ready to assist you. Visit the Bank of America Financial Center in San Jose for all your banking needs.

Jason Bristol - State Farm Insurance Agent is a reputable insurance agency located at 1590 Del Monte Boulevard, Seaside, California, United States. In addition to providing various insurance services such as Car Insurance, ATV Insurance, Motorcycle Insurance, Med Supplement Insurance, and Life Insurance, the agency also offers free gifts and smiles to their customers in March to celebrate creative holidays like Employee Appreciation Day and St. Patrick’s Day. With a team of highly skilled and licensed bilingual Insurance Professionals, Jason Bristol State Farm Insurance office is dedicated to serving the communities of Monterey, Seaside, Pacific Grove, Pebble Beach, Carmel, Carmel Valley, Big Sur, and Marina. The agency focuses on giving outstanding service while protecting what's important to their customers, allowing them to focus on achieving their life goals.

Pinnacle Bank is a trusted financial institution located at 7597 Monterey Street in Gilroy, California. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our experienced staff is dedicated to providing personalized and professional service to help individuals and businesses achieve their financial goals. Whether you're looking for a checking account, mortgage loan, or investment advice, Pinnacle Bank is here to help you reach the peak of your financial success. Visit us today to experience the difference of banking with Pinnacle Bank.

Hilltop Securities Inc. is a reputable finance institution located at 24560 Silver Cloud Court in Monterey, California, United States. With a strong commitment to providing top-notch financial services, Hilltop Securities Inc. offers a wide range of investment products and advisory services to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized solutions and expert guidance to ensure the success of their clients' investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Hilltop Securities Inc. is the trusted partner you can rely on.

Crystal Springs Water is a locally owned and operated family business located at 2151 Delaware Avenue in Santa Cruz, California. Serving the Central Coast and Santa Clara Counties, we believe our natural spring water is the best the Bay Area has to offer. Our water is sourced locally from the foothills of the Santa Cruz Mountains, ensuring premium quality and taste. In addition to bottled water, Crystal Springs also provides complete coffee service for homes and offices. Customers can enjoy the convenience of home and office deliveries without having to sign up for a water delivery service. Our office is open between 8 am – 4 pm, Monday – Friday, for those looking to pick up water directly.

BMO, located at 7865 Monterey Street in Gilroy, California, is a full-service bank offering a wide range of banking services, investments, and lending products for both personal and commercial customers. As a member of FDIC, BMO Bank N.A. ensures that all banking products and services are subject to bank and credit approval in the United States. To comply with federal law, BMO requires all customers to provide identification information when opening an account. Additionally, BMO advises customers to review privacy and security policies of third-party websites linked from their own site. It is important to consult with legal and tax advisors for personalized advice on financial planning strategies.

Merrill 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.

Merrill Lynch Financial Advisor Taylor Rhoades is a finance institution located at 200 East Franklin Street, Monterey, California, United States. Taylor Rhoades specializes in managing wealth by understanding your full financial picture and creating flexible strategies tailored to your specific goals. With access to investment insights from Merrill and banking solutions from Bank of America, Taylor Rhoades offers personalized wealth management strategies to help you pursue your financial goals. Taylor Rhoades follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, a personalized plan can be built centered on your goals and aspirations. By getting to know you and your family, Taylor Rhoades can provide advice and guidance on a range of financial decisions, from retirement planning to funding a child's education.

S H Gold Bullion Inc is a reputable jewelry store located at 250 East Garvey Avenue in Monterey Park, California. Specializing in gold bullion, this store offers a wide selection of high-quality gold jewelry and bullion products. Whether you are looking for a stunning piece of jewelry for a special occasion or want to invest in gold, S H Gold Bullion Inc is the perfect place to shop. Their knowledgeable staff is dedicated to providing excellent customer service and helping you find the perfect piece to suit your needs. Visit S H Gold Bullion Inc today and discover the beauty and value of gold.

Nicholson R L is a reputable finance institution located at 60 Garden Court in Monterey, California, United States. With a focus on providing top-notch financial services, Nicholson R L is dedicated to helping clients achieve their financial goals and secure their future. The institution offers a wide range of financial products and services, including investment management, wealth planning, and retirement planning. Their team of experienced professionals is committed to providing personalized solutions and expert advice to meet the unique needs of each client. Trust Nicholson R L to guide you towards financial success and peace of mind.

Welcome to Car Suds Detailing & Supplies, your premier destination for auto detailing and paint protection in Monterey, California. Located at 100 Ramona Avenue, Monterey, CA 93940, our business is led by Manny, an auto detailing expert with over a decade of experience and a deep passion for cars. At Car Suds Detailing & Supplies, we specialize in providing top-notch detailing services for a wide range of vehicles, including sleek sports cars, commercial fleets, daily commuters, boats, and RVs. Manny's expertise extends beyond just cleaning and polishing; he is certified by GTechniq and skilled in advanced techniques such as ceramic coatings, paint protection film installation, and paint correction.

Welcome to the McKinleyville Community Forest, located at Murray Road E, McKinleyville, California. This newly established park spans 599 acres along the eastern boundary of McKinleyville, nestled within the watersheds of Widow White Creek and Mill Creek. Managed by the McKinleyville Community Services District (MCSD), the forest serves multiple purposes, including public recreation, timber production, wildlife habitat protection, and more. The forest is a beautiful blend of second- and third-growth Sitka spruce, redwood, and Douglas fir, offering a serene escape near Humboldt Bay. It also includes riparian areas that support a diverse array of plant and wildlife species, making it an ideal spot for nature enthusiasts and researchers alike.

Airtight Vinyl Siding & Windows - Santa Cruz, CA Welcome to Airtight Vinyl Siding & Windows, your premier destination for top-quality window replacement and vinyl siding services in Santa Cruz County. Located at 3621 Soquel Drive, Soquel, California, our family-owned and operated business has been transforming homes for over 30 years. With James, our owner, bringing over 35 years of expert fieldwork experience, we specialize in delivering precision installations that enhance your home's energy efficiency, style, and resale value.

Welcome 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.

Welcome to Dority Roofing & Solar, your premier choice for roofing and solar solutions in Sand City, California, and the surrounding Monterey Peninsula. Located at 561 Redwood Avenue, Sand City, CA 93955, we are a trusted general and roofing contractor dedicated to providing top-notch service and expertise since 1996. At Dority Roofing & Solar, we pride ourselves on being a full-service, professional roofing company specializing in custom roofing installations, replacements, and solar services. Our skilled craftsmen are proficient in working with a variety of materials including shake, wood shingle, red clay and concrete tile, stone and synthetic slate, standing seam metal roofing, and asphalt composition. We also excel in creating garden roofs and custom vegetative roofs with our advanced waterproofing barriers.

Welcome to Drenched IV Incorporated, your premier mobile IV hydration and vitamin therapy service in Monterey, California. Located at 550 Figueroa Street, we specialize in bringing wellness directly to your doorstep, offering a variety of infusion therapies tailored to meet your unique health needs. Our professional team provides a wide range of services, from Energy and Focus infusions to Recovery and Hangover Relief, and specialized Women’s Health Support. Each infusion is expertly crafted with a blend of essential vitamins, minerals, electrolytes, amino acids, antioxidants, and NAD to give your body a comprehensive wellness boost. Whether you're preparing for a big event or recovering from a strenuous workout, our therapies are designed to support your lifestyle and enhance your well-being.

Welcome to Jo Leo Bridal, a luxury bridal boutique located in the charming town of Carmel-by-the-Sea, California. Nestled in the La Rambla Building at 2 Lincoln SW of Ocean Ave, Suite B, our boutique offers an elegant and unforgettable experience for brides-to-be seeking their dream wedding gown. At Jo Leo Bridal, we specialize in providing a personalized, by-appointment-only consultation and fitting service that ensures a unique and luxurious bridal experience. Our curated collection features exquisite couture and designer bridal gowns from renowned global designers, each chosen for their exceptional craftsmanship and beauty. In addition to our stunning gowns, we offer a selection of unique bridal accessories crafted by talented artisans from around the world, perfect for adding that special touch to your wedding day ensemble.

Welcome 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.

Welcome to Chase ATM, conveniently located at 291 Alvarado Street, Monterey, California 93940. As part of the globally recognized JPMorgan Chase & Co., we are dedicated to providing exceptional financial services to meet your banking needs. At this location, you can access a wide range of ATM services that allow you to manage your finances effortlessly. Whether you need to withdraw cash, check your account balance, or make deposits, our user-friendly ATM is available to assist you 24/7.

Welcome to BMO, your trusted partner in banking and finance, conveniently located at 1050 Del Monte Center, Monterey, California. As a full-service branch, we proudly offer a comprehensive range of financial services tailored to meet the diverse needs of both personal and commercial customers. Whether you're looking to manage your everyday banking, explore investment opportunities, or consider lending products, our dedicated team is here to guide you every step of the way. At BMO, we prioritize your security and compliance. In accordance with federal law, including the USA Patriot Act, we are committed to safeguarding your personal and financial information. When opening an account, you can expect a thorough process to verify your identity, ensuring a secure banking experience for all our clients.

Welcome 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.

Welcome to Paul Cahalan - Financial Advisor, Ameriprise Financial Services, LLC, located at 1 Lower Ragsdale Drive, Monterey, California 93940. As a dedicated financial advisor, I am committed to helping you achieve your financial aspirations, whether they include planning for retirement, funding education, or making significant purchases like a second home. At Ameriprise Financial, we prioritize what matters most to you. Our personalized approach begins with understanding your individual goals and risk tolerance, enabling us to provide tailored investment, asset allocation, and portfolio recommendations. We believe in building lasting relationships, meeting regularly to review your progress, and adjusting strategies as your life evolves.

Welcome to Michael McCloud - Financial Advisor at Ameriprise Financial Services, LLC, located at 1 Lower Ragsdale Drive, Monterey, California. As a dedicated financial advisor, I am committed to helping you achieve your financial goals, whether they involve planning for retirement, saving for education, or making a significant purchase like a second home. At our initial complimentary consultation, we will focus on what matters most to you, tailoring investment, asset allocation, and portfolio recommendations to align with your unique goals and risk tolerance. Together, we will document your objectives, regularly review and analyze your progress, and adapt your financial strategy as your life evolves.