TOP 30 Investor advisor in Salinas, California

3 results found

Morgan Stanley Financial Advisors is a prestigious finance institution located at 1418 South Main Street in Salinas, California, United States. Our team of experienced and knowledgeable financial advisors are dedicated to providing top-notch financial services and guidance to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our advisors are here to help you every step of the way. Trust Morgan Stanley Financial Advisors to provide you with personalized financial solutions tailored to your unique needs and aspirations.

Duane Nack is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 307 Main Street in Salinas, California. With a strong background in finance, Duane Nack provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Duane Nack can provide expert guidance and advice tailored to your specific needs. Trust in Duane Nack and Ameriprise Financial Services, LLC to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

UBS Financial Services Inc. is a finance institution located at 1188 Padre Drive, Salinas, California, United States. We believe in helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. Our commitment is to understand what wealth means for each individual, delivering expert financial advice tailored to their unique needs and goals. We offer a range of services and resources to help clients stay ahead of the curve, including our ElectionWatch 2024 report and weekly video series on the direction of US taxes. Our goal is to help clients create a comprehensive wealth strategy that supports them throughout every stage of their life. Whether you are an individual, family, or business, we provide focused advice and solutions to help you achieve your financial objectives. At UBS, we connect clients to experts, insights, and thought leaders to help them succeed in their financial goals. Our approach, UBS Wealth Way, incorporates Liquidity, Longevity, and Legacy strategies to assist clients in exploring and pursuing their wealth management needs and goals over different timeframes. We offer investment advisory services as an SEC-registered investment adviser and brokerage services as an SEC-registered broker-dealer. Our wealth management services are provided by a team of experienced professionals who are dedicated to helping clients pursue what's important to them.