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TOP 30 Investment services for professionals in Monterey, CA
126 results found
Search for local businesses, places and services near you
Monterey Peninsula Law Inc.
Monterey Peninsula Law Inc. is a dedicated institution located at 31 Upper Ragsdale Drive in Monterey, California. Our team of professionals is knowledgeable, expedient, and meticulous about details, handling a wide variety of legal disputes with honesty and realistic evaluations. Dutch Meyer, Attorney, specializes in wills, trusts, guardianship, and probate administration to help families through difficult times. We also focus on real estate law, property law, investments, landlord/tenant issues, and mineral rights. Our services extend to commercial business matters, civil litigation, personal injury cases, DUI defense, and criminal defense. Trust us to provide compassionate support, creative solutions, and tough courtroom advocacy to help you achieve your legal goals. Contact us today to see if our services are right for you.
Vega Investments
Vega Investments is a prestigious financial institution located at 498 Pearl Street in the beautiful city of Monterey, California. With a reputation for excellence and expertise in the world of finance, Vega Investments offers a wide range of services including investment management, financial planning, and wealth preservation. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth or plan for retirement, Vega Investments is here to provide you with personalized solutions and guidance every step of the way. Visit us today to learn more about how we can help you secure your financial future.
Carmichael International Service
Carmichael International Service is a prestigious finance institution located at 1200 Corporate Center Drive in Monterey Park, California, United States. With a reputation for excellence and expertise in the financial industry, Carmichael International Service offers a wide range of financial services to clients, including investment management, wealth planning, and risk assessment. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals and secure their future. Visit Carmichael International Service today to experience top-notch financial services tailored to your needs.
Monterey Private Wealth
Monterey Private Wealth is a leading financial institution located at 4900 Hopyard Road in Pleasanton, California, United States. As a premier provider of wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored investment strategies, Monterey Private Wealth is committed to delivering exceptional results for our clients. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our team is here to provide expert guidance and support every step of the way. Contact us today to learn more about how Monterey Private Wealth can help you achieve financial success.
Compass Tax And Financial Services, Inc
Compass Tax And Financial Services, Inc is a professional accounting and finance institution located at 2511 Garden Road in Monterey, California, United States. Specializing in tax preparation and planning services for individuals and entities, the institution is dedicated to providing expert guidance and representation in IRS and FTB audits. With Enrolled Agent Debbie Hill at the helm since 2018, the team at Compass Tax And Financial Services is well-versed in current tax laws and offers a range of services including tax planning, withholding adjustments, and life-changing strategies. Margy, with over 40 years of experience in tax preparation and consulting, provides research services on advanced tax and investment matters. Zack, a Salinas native, brings years of tax preparation experience to the team and is on his way to becoming an Enrolled Agent. Whether in person or via Zoom meetings, Compass Tax And Financial Services is committed to meeting the tax planning needs of their clients year-round.
Monterey Gold & Coin Exchange
Monterey Gold & Coin Exchange is a reputable institution located at 125 Ocean View Boulevard in Pacific Grove, California, United States. Specializing in finance and jewelry, this store offers a wide range of services including buying and selling gold, silver, and rare coins. With a team of experienced professionals, customers can expect fair prices and expert advice on their precious metal and jewelry transactions. Whether you are looking to invest in gold or simply sell some unwanted jewelry, Monterey Gold & Coin Exchange is the go-to destination for all your financial and jewelry needs.
Monterey Bay Asset Management, LLC
Monterey Bay Asset Management, LLC is a reputable finance institution located in the beautiful coastal city of Monterey, California. With a prime location at 380 Foam Street, this institution offers a range of financial services to help clients manage and grow their assets. Whether you are looking for investment advice, wealth management, or financial planning, the experienced team at Monterey Bay Asset Management, LLC is dedicated to providing personalized solutions to meet your financial goals. Trustworthy and professional, this institution is committed to helping clients secure their financial future.
Raegen, Parker and Associates - Ameriprise Financial Services, LLC
Raegen, Parker and Associates - Ameriprise Financial Services, LLC is a leading financial institution located at 99 Pacific Street in Monterey, California, United States. Specializing in finance, this institution offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Raegen, Parker and Associates is dedicated to providing personalized financial planning and investment management solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Evans Wealth Management Group - Ameriprise Financial Services, LLC
Evans Wealth Management Group - Ameriprise Financial Services, LLC, located in Monterey, California, is a leading finance institution dedicated to helping individuals and families achieve their financial goals. With a focus on personalized financial planning and investment strategies, our team of experienced professionals offers comprehensive wealth management services to help clients build and protect their assets for the future. Whether you are planning for retirement, saving for college, or managing your investments, Evans Wealth Management Group is committed to providing expert guidance and customized solutions to help you secure a more confident financial future.
Westfield Investment Group
Westfield Investment Group is a prestigious finance institution located at 1255 Corporate Center Drive in Monterey Park, California, United States. With a strong reputation for excellence in the financial industry, Westfield Investment Group offers a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Westfield Investment Group can help you reach your financial objectives.
Grand Welcome Monterey Bay
Welcome to Grand Welcome Monterey Bay, your premier destination for exceptional real estate and travel services in the heart of Monterey, California. Conveniently located at 140 West Franklin Street, our agency specializes in providing personalized solutions to meet all your property and vacation needs along the stunning Monterey Bay coastline. As a leading real estate agency, we offer a comprehensive range of services, whether you're looking to buy your dream home, invest in a vacation property, or sell your current residence. Our team of experienced professionals is dedicated to guiding you through every step of the process with expertise and care, ensuring a seamless and stress-free experience.
Monterey Buyers' Brokerage
Welcome to Monterey Buyers' Brokerage, your trusted partner in navigating the dynamic real estate market of Monterey, California. Located in the heart of the picturesque Monterey Peninsula, our agency is dedicated exclusively to representing buyers, ensuring you receive personalized, unbiased guidance tailored to your unique needs. At Monterey Buyers' Brokerage, we pride ourselves on our deep local knowledge and commitment to providing exceptional service. Our expert team of real estate professionals is here to assist you in finding the perfect property, whether you're looking for a charming coastal home, an investment opportunity, or a vacation retreat. We focus solely on your interests, offering strategic advice and negotiating the best deals on your behalf.
Anita Madison Realtor, Monterey Coast Realty
Welcome to Anita Madison Realtor at Monterey Coast Realty, your trusted real estate agency nestled in the picturesque town of Carmel-by-the-Sea, California. Located conveniently on 7th Avenue, our office is your gateway to discovering the stunning beauty and vibrant community of the Monterey Peninsula. At Anita Madison Realtor, we specialize in providing personalized and professional real estate services to meet all your buying, selling, and investment needs. With a deep understanding of the local market and a passion for helping clients achieve their real estate dreams, Anita Madison and her dedicated team are committed to delivering exceptional service and results.
Monterey Peninsula Home Team (Coldwell Banker Previously)
Welcome to Monterey Peninsula Home Team, your premier real estate agency located at 501 Lighthouse Avenue, Pacific Grove, California. Specializing in the beautiful and diverse Monterey Peninsula, our team is passionate about helping you find the perfect property in this stunning region. Whether you're looking for a home in Carmel, Pebble Beach, Carmel Valley, Pacific Grove, Monterey, Marina, Seaside, or along the HWY 68 Corridor, we have the expertise and local knowledge to guide you every step of the way. Our website, www.SearchMontereyPeninsulaHomes.com, is your ultimate resource for exploring all Monterey Peninsula MLS listings. With a user-friendly design and mobile-friendly functionality, our site allows you to search for million-dollar estates, waterfront properties, ocean-view homes, Victorian and Craftsman-style houses, golf course residences, luxury real estate, and much more. We provide a comprehensive breakdown of each city and neighborhood, ensuring your home search is as easy and efficient as possible.
Trish Sohlé, Sotheby's International Realty Monterey Peninsula
Welcome to Trish Sohlé, Sotheby's International Realty Monterey Peninsula, where exceptional service meets unparalleled expertise in the heart of California’s stunning coastline. Conveniently located at 574 Lighthouse Avenue in the charming town of Pacific Grove, our office is dedicated to providing you with the highest level of real estate services. Whether you're buying, selling, or investing, Trish Sohlé and her experienced team are here to guide you through every step of your real estate journey with professionalism and personalized attention. Our affiliation with Sotheby’s International Realty connects you to a global network of resources, ensuring that your property receives the attention it deserves. Discover the unique beauty and lifestyle of the Monterey Peninsula with us, where your real estate dreams become reality. Visit us today and experience the difference that passion and expertise can make.
Sotheby's International Realty Monterey
Welcome to Sotheby's International Realty Monterey, your premier destination for luxury real estate in the heart of California's stunning Central Coast. Nestled at 574 Lighthouse Avenue in picturesque Pacific Grove, our office is perfectly positioned to serve the diverse needs of homebuyers and sellers in this beautiful region. At Sotheby's International Realty Monterey, we pride ourselves on offering unparalleled expertise and personalized service. Our team of experienced real estate professionals is dedicated to helping you find your dream home or achieve your real estate goals with ease and confidence. Whether you're looking for a charming coastal cottage, an expansive oceanfront estate, or an investment property, we provide access to a curated selection of the finest properties in Monterey, Carmel, Pebble Beach, and beyond.
Samples Realty Group -Santa Cruz And Monterey Counties
Welcome to Samples Realty Group, your premier real estate agency serving the beautiful Santa Cruz and Monterey Counties. Conveniently located at 246 Augusta Lane in Aptos, California, we are dedicated to providing exceptional real estate services tailored to meet your unique needs. Whether you're looking to buy, sell, or invest in property, our experienced team of professionals is here to guide you every step of the way. At Samples Realty Group, we pride ourselves on our deep-rooted knowledge of the local market and our commitment to delivering personalized service. Our agents are not only experts in real estate transactions but also passionate about the communities they serve. We take the time to understand your goals and work diligently to ensure you achieve them.
Monterey Peninsula Real Estate
Welcome to Monterey Peninsula Real Estate, your premier real estate agency located in the heart of Pacific Grove, California. Nestled at 574 Lighthouse Avenue, our agency is perfectly positioned to serve the vibrant communities of the Monterey Peninsula. With a deep-rooted commitment to excellence and a passion for helping clients find their dream homes, we specialize in residential and commercial real estate transactions. Our team of experienced and dedicated real estate professionals is here to guide you through every step of your property journey, whether you're buying, selling, or investing. With an intimate knowledge of the local market, we offer personalized service tailored to your unique needs and preferences.
Monterey Peninsula Home Team - Mark Bruno - Pacific Grove
Welcome to Monterey Peninsula Home Team - Mark Bruno Located at 501 Lighthouse Avenue in the charming city of Pacific Grove, California, Monterey Peninsula Home Team - Mark Bruno is your premier real estate agency specializing in the vibrant Pacific Grove area. Our mission is to simplify your real estate journey by providing an easy-to-use platform that houses the most accurate and up-to-date listings from the official Pacific Grove MLS. Whether you're looking to buy or sell a home, condo, or property, our team is dedicated to delivering comprehensive services tailored to your needs.
Waleed OThman | Real Estate In Monterey
Welcome to Waleed OThman | Real Estate In Monterey, your trusted partner for all real estate and general contracting needs in the beautiful city of Monterey, California. Conveniently located at 534 Abrego Street, we pride ourselves on offering exceptional services that cater to both buyers and sellers, as well as those looking to renovate or build their dream home. As a premier real estate agency, we specialize in helping clients find the perfect property that suits their lifestyle and investment goals. Whether you're seeking a charming coastal home, a lucrative investment property, or a commercial space, our experienced team is dedicated to guiding you through every step of the process with personalized attention and expert advice.
Monterey Peninsula Realtor
Welcome to Monterey Peninsula Realtor, your trusted partner in navigating the vibrant real estate market of Monterey, California. Conveniently located at 513 Hartnell Street, our agency is dedicated to helping you find your dream home or ideal investment property in one of the most picturesque and sought-after regions in the United States. With a team of experienced and knowledgeable real estate professionals, we offer personalized services tailored to meet your unique needs. Whether you're buying, selling, or investing, we are committed to providing you with expert guidance and exceptional customer service every step of the way.
Toby Fernie | Monterey CA Realtor
Welcome to Toby Fernie | Monterey CA Realtor, your trusted partner in real estate located in the heart of Monterey, California. Situated at 261 Webster Street, our office is dedicated to providing exceptional real estate services to clients looking to buy, sell, or invest in the beautiful Monterey Peninsula and surrounding areas. With a deep understanding of the local market, Toby Fernie brings a wealth of experience and a personalized approach to every transaction. Whether you're a first-time homebuyer, seeking a luxury estate, or looking to sell your property quickly and efficiently, Toby is committed to achieving your real estate goals with integrity and professionalism.
Charles Martarano / Realtor ByTheSea / THE REAL ESTATE GROUP Monterey Peninsula
Welcome to Charles Martarano / Realtor ByTheSea, part of THE REAL ESTATE GROUP Monterey Peninsula, your trusted partner in navigating the vibrant real estate market of Monterey, California. Nestled in the heart of the beautiful Monterey Peninsula, our business is dedicated to helping you find your dream home or sell your property with confidence and ease. At Charles Martarano / Realtor ByTheSea, we pride ourselves on offering personalized service tailored to meet your unique needs. With years of experience and an intimate knowledge of the local market, Charles Martarano and his team are committed to providing exceptional service, whether you are buying, selling, or investing in real estate.
California Granite & Stone
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.
San Carlos Agency, Inc.
San Carlos Agency, Inc. is a renowned real estate and travel agency located in Carmel-by-the-Sea, California. For almost 70 years, we have been providing comprehensive real estate solutions to our clients, specializing in both unfurnished long-term rentals and furnished vacation homes. Our team of licensed professionals offers services such as property management, real estate sales, investment property purchases, and 1031 exchanges. As a fourth-generation, family-owned business, we take pride in our reputation for fairness and honesty. With the largest selection of furnished vacation rental homes in Carmel, we cater to clients looking to experience life on the Monterey Peninsula. From Carmel Valley to Pebble Beach, we offer a wide range of rental properties to suit every need.
Wayland Properties
Wayland Properties is a reputable real estate agency located on Junipero Street in Carmel-by-the-Sea, California. Whether you are looking to sell your property or find your dream home, our exceptional agents are ready to assist you every step of the way. Renting a property on the Monterey Peninsula can be challenging, but with our assistance, we can make the process seamless for you. Our experienced team of professionals can also help you with managing your investment property. With over 8 years of experience in the property management business, we have unparalleled knowledge about the area. We are now also servicing The Northern Sierra's of California. Contact us at (831) 884-5603 or visit our physical location at 2SW Fourth on Junipero, Suite 4, Carmel, CA 93921. You can also reach us by mail at P.O. Box 223311, Carmel, CA 93922. Let us exceed your expectations today!
Prospectors Property Management Inc
Prospectors Property Management Inc is a reputable property management company located at 17100 Monterey Street in Morgan Hill, California, United States. With a team of experienced professionals, Prospectors Property Management Inc specializes in providing top-notch property management services for residential and commercial properties. From tenant screening and lease agreements to maintenance and rent collection, they handle all aspects of property management with efficiency and professionalism. Trust Prospectors Property Management Inc to take care of your property investment and ensure a stress-free experience for both property owners and tenants.
Custom House Realty & Property Management
Custom House Realty & Property Management is a leading real estate agency located at 457 Webster Street in the beautiful city of Monterey, California. Our team of experienced professionals is dedicated to helping clients buy, sell, and manage their properties with personalized service and attention to detail. Whether you are looking for your dream home, seeking an investment property, or need assistance with property management, we are here to help. Trust Custom House Realty & Property Management for all your real estate needs in Monterey and beyond.
Chase Bank
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.
Jason Bristol - State Farm Insurance Agent
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.
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