TOP 30 Long term investments in Monterey, California
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Monterey Bay Property Management
● ClosedMonterey Bay Property Management, located at 816 Wave Street in Monterey, California, is a reputable real estate agency and travel agency specializing in vacation rentals in the Monterey area. With over 150 years of combined property management experience, they have been serving guests since 1986. Their vacation rentals are available in popular locations such as Carmel, Pebble Beach, and Pacific Grove. Guests can expect top-notch service and the best prices when booking directly through Monterey Bay Property Management. They guarantee that their prices cannot be beaten on other websites such as Airbnb, VRBO, and HomeAway.
816 Wave St, Monterey, CA 93940, United States -
Vega Investments
● OpenVega 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.
498 Pearl St UNIT 1, Monterey, CA 93940, United States -
Monterey Private Wealth
● OpenMonterey Private Wealth is a premier finance institution located at 2340 Garden Road in the beautiful city of Monterey, California, United States. Our team of experienced financial experts is dedicated to providing personalized wealth management services to our clients. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help you achieve your financial goals. At Monterey Private Wealth, we prioritize building long-term relationships with our clients based on trust, transparency, and exceptional service. Contact us today to learn more about how we can help you secure your financial future.
2340 Garden Rd #202, Monterey, CA 93940, United States -
RBC Wealth Management Branch - Monterey
● ClosedThe RBC Wealth Management Branch in Monterey, California is a premier financial institution located at 4 Lower Ragsdale Drive. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, our team is here to help. With a commitment to excellence and a focus on building long-term relationships, RBC Wealth Management Branch in Monterey is your trusted partner in financial success.
4 Lower Ragsdale Dr Suite 120, Monterey, CA 93940, United States -
Monterey Regional Airport
● OpenWelcome to Monterey Regional Airport, your gateway to the scenic Monterey Peninsula and beyond. Conveniently located at 200 Fred Kane Drive, Monterey, California, MRY offers an effortless travel experience with over 40 flights arriving and departing daily. Enjoy the convenience of parking just a short walk from the terminal, with curbside spots available for quick passenger drop-offs. Navigating our airport is a breeze, thanks to a straightforward terminal layout and a helpful directory map to guide you. Whether you're arriving or departing, various transportation options, including rideshares, taxis, and buses, are readily available to connect you to your final destination.
200 Fred Kane Drive, Monterey, California 93940, United States -
Monterey Peninsula Home Team (Coldwell Banker Previously)
● ClosedWelcome 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.
501 Lighthouse Avenue, Pacific Grove, California 93950, United States -
Trish Sohlé, Sotheby's International Realty Monterey Peninsula
● ClosedWelcome 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.
574 Lighthouse Avenue, Pacific Grove, California 93950, United States -
San Carlos Agency, Inc.
● ClosedSan 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.
26358 Carmel Rancho Ln #5, Carmel-By-The-Sea, CA 93923, United States -
Sterling Property Management
● ClosedSterling Property Management is a reputable institution located at 801 Lighthouse Avenue in the beautiful city of Monterey, California. With a commitment to excellence, they provide top-notch property management services to residents and property owners in the area. Their team of experienced professionals is dedicated to ensuring that each property is well-maintained and managed efficiently. Whether you are looking for a reliable property manager or seeking assistance with renting out your property, Sterling Property Management is the go-to choice for all your property management needs.
801 Lighthouse Ave #109, Monterey, CA 93940, United States -
Prospectors Property Management Inc
● ClosedProspectors 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.
17100 Monterey Rd Suite A, Morgan Hill, CA 95037, United States -
New York Life
● ClosedNew York Life, located at 75 Soledad Drive in Monterey, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution provides coverage to help pay for everyday tasks, replace lost income due to sickness or injury, and offer professionally managed investments with potential market gains. They offer bundled investments with low fees, options to pay for education expenses, and the ability to receive income for as long as needed.
75 Soledad Dr, Monterey, CA 93940, United States -
New York Life Insurance Company
● OpenNew York Life Insurance Company, located at 400 Camino Aguajito in Monterey, California, offers a variety of permanent life insurance policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement in case of illness or injury, professionally managed investments, and guidance for creating an estate plan. Additionally, New York Life offers insurance options for employees, executives, business owners, and small businesses, as well as solutions for college savings, income generation, and legacy protection. The institution is committed to giving back to communities through charitable giving and financial support for bereavement, education, and local initiatives. Clients can work with Registered Representative and Insurance Agent Traci Shane Davis to develop personalized financial strategies and plans for the future.
400 Camino Aguajito Suite 209, Monterey, CA 93940, United States -
Central Coast Property Management
● ClosedCentral Coast Property Management is a full-service residential property management company located at 816 Wave Street in Monterey, California. Serving the Monterey Peninsula, the Salinas Valley, and surrounding communities, we specialize in managing single-family homes and condominiums to help you maximize your investment return. Our team handles the day-to-day operations of managing your property, allowing you to enjoy the benefits of owning investment property stress-free. If you are looking for a single-family home or condo to rent in the Monterey Peninsula or Salinas Valley communities, we invite you to explore our online rental home property search. To ensure compliance with federal and state fair housing laws, each person 18 years of age or older who intends to reside in the rental property must complete and sign a rental application.
816 Wave St, Monterey, CA 93940, United States -
Melissa Paddock - Raymond James
● OpenMelissa Paddock - Raymond James is a finance institution located at 398 Foam Street in Monterey, California, United States. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, we provide personalized solutions and guidance to meet your specific needs. With a focus on building long-term relationships based on trust and transparency, Melissa Paddock - Raymond James is committed to helping you secure your financial future.
398 Foam St Ste B2, Monterey, CA 93940, United States -
Radia Hunter - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRadia Hunter, a Financial Advisor at Ameriprise Financial Services, LLC, located at 659 Abrego Street in Monterey, California, offers a wide range of financial services and expertise. Radia holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, AIF® designation, APMA™ designation, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst designation, Certified Estate Planner™ certification, Certified Exit Planning Advisor® Program, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist designation, Chartered Financial Consultant® designation, Chartered Special Needs Consultant designation, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care designation, and Chartered Life Underwriter Designation®. These certifications showcase Radia's commitment to providing top-notch financial advice and services to clients. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, Radia Hunter is well-equipped to help you navigate the complex world of finance. Contact Radia today to schedule a consultation and take control of your financial future.
659 Abrego St #4, Monterey, CA 93940, United States -
Belville Financial Advisors
● OpenBelville Financial Advisors is a leading finance institution located at 30 Ryan Court in Monterey, California, United States. Our team of experienced advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals. From investment planning to retirement strategies, we offer a wide range of services to meet the unique needs of each individual. Trust Belville Financial Advisors to guide you towards a secure financial future.
30 Ryan Ct STE 260, Monterey, CA 93940, United States -
Edward Jones - Financial Advisor: Milda Esquivel, AAMS™
● OpenEdward Jones - Financial Advisor: Milda Esquivel, AAMS™ is a trusted financial institution located at 2 Lower Ragsdale Drive in Monterey, California, United States. Specializing in providing personalized financial advice and services, Milda Esquivel, a certified Accredited Asset Management Specialist (AAMS™), offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones is a reliable partner in navigating the complexities of financial planning and investing. Visit us today to learn more about how we can help secure your financial future.
2 Lower Ragsdale Dr Suite 230, Monterey, CA 93940, United States -
Merrill Lynch Financial Advisor Morgane McNally
● OpenMerrill Lynch Financial Advisor Morgane McNally is a finance institution located at 200 East Franklin Street, Monterey, California, United States. Morgane McNally is a Resident Director, Senior Financial Advisor, and partner of the BMRB Group in Carmel, CA. With a background in Business, Marketing, International Trade Practices, Business Law, and Foreign Languages, Morgane is dedicated to delivering excellent service and helping clients pursue their financial goals. Along with her team, she has the insight and experience to navigate clients through various market conditions. The team provides a family-like office environment where one advisor assists clients in all aspects of their financial future. They offer personalized financial strategies with measurable goals and provide access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America. Morgane is also the Monterey Bay Market Community Volunteer Leader for Bank of America. The team at Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service. They help clients track progress towards their goals and adjust investment strategies as needed. By understanding each client's unique goals and priorities, the team creates customized financial approaches to help clients pursue what matters most to them. With access to the resources of Merrill and Bank of America, they work with clients to develop plans for managing, growing, and preserving wealth for the future. The team believes in the importance of staying connected with clients to discuss changes in their lives and financial goals. They are committed to helping clients navigate the financial landscape and achieve their objectives. Let Merrill Lynch Financial Advisor Morgane McNally and her team help you pursue your financial goals.
200 E Franklin St, Monterey, CA 93940, United States -
The Pacific Coast Wealth Management Group
● OpenThe Pacific Coast Wealth Management Group is a premier financial institution located at 4 Lower Ragsdale Drive in Monterey, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With a focus on building long-term relationships and providing exceptional service, we strive to create customized strategies that align with each client's unique needs and objectives. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, The Pacific Coast Wealth Management Group is here to help you secure your financial future.
4 Lower Ragsdale Dr Suite 120, Monterey, CA 93940, United States -
Ohana Wealth Mangaement
● ClosedOhana Wealth Management is a premier financial institution located at 288 Pearl Street in Monterey, California. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of expert advisors offers comprehensive financial planning, investment management, and retirement planning services to individuals and families. At Ohana Wealth Management, we are committed to building long-lasting relationships with our clients and helping them secure their financial future. Contact us today to schedule a consultation and see how we can help you achieve financial success.
288 Pearl St Suite 101, Monterey, CA 93940, United States -
Merrill Lynch Wealth Management
● OpenMerrill 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 Taylor Rhoades
● OpenMerrill 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.
200 E Franklin St, Monterey, CA 93940, United States -
Royal Alliance Associates Inc
● ClosedRoyal Alliance Associates Inc is a premier financial institution located at 150 Mar Vista Drive in Monterey, California, United States. With a reputation for excellence and a commitment to providing top-notch financial services, Royal Alliance Associates Inc is a trusted partner for individuals and businesses looking to secure their financial futures. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Royal Alliance Associates Inc is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can help you navigate the complex world of finance.
150 Mar Vista Dr, Monterey, CA 93940, United States -
Merrill Lynch Financial Advisor Carrie Duddy
● OpenMerrill Lynch Financial Advisor Carrie Duddy, located at 200 East Franklin Street in Monterey, California, is a prestigious finance institution with a team of talented and experienced individuals dedicated to providing exemplary client service. Recognized by Forbes for their outstanding performance, the advisors at Merrill Lynch are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Carrie Duddy focuses on understanding the things that matter most to her clients - family, goals, and priorities. By listening carefully and asking thoughtful questions, she works with clients to design and implement personalized financial plans aimed at helping them pursue their goals while managing investment risk.
200 E Franklin St, Monterey, CA 93940, United States -
Chuck A Evans - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChuck A Evans is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located in Monterey, California. With a focus on providing personalized financial planning and investment management services, Chuck helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or investing for the long term, Chuck A Evans is dedicated to helping you make informed financial decisions. Visit our office at 2 Lower Ragsdale Drive to start planning for a brighter financial future today.
2 Lower Ragsdale Dr # 180, Monterey, CA 93940, United States -
Merrill Lynch Financial Advisor Ryan McCormick
● OpenMerrill Lynch Financial Advisor Ryan McCormick is a distinguished finance institution located at 200 East Franklin Street in Monterey, California, United States. With a team of talented and experienced individuals supported by Merrill's global resources, they are committed to building strong client relationships based on trust and personalized service. Recognized by Forbes for their exceptional client service, Merrill's advisors focus on understanding each client's unique goals and priorities to design and implement personalized financial plans. From managing investment risk to preparing for future expenses and passing wealth to future generations, they offer tailored solutions to help clients achieve their financial goals. By utilizing tools such as the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Merrill Lynch Wealth Management Advisors work closely with clients to adapt their financial approach as their lives and goals evolve. With a dedication to putting clients first and providing comprehensive financial solutions from Bank of America, Merrill Lynch Financial Advisor Ryan McCormick is committed to helping clients live their best financial life.
200 E Franklin St, Monterey, CA 93940, United States -
Nicholson R L
● OpenNicholson 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.
60 Garden Ct # 240, Monterey, CA 93940, United States -
Herminia Ojeda - Financial Advisor, Ameriprise Financial Services, LLC
● OpenHerminia Ojeda, a financial advisor at Ameriprise Financial Services, LLC, offers personalized financial planning and investment solutions to clients in Monterey, California. Located at 40 Ragsdale Drive, Herminia Ojeda provides expert guidance and advice to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Herminia Ojeda is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their money. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Herminia Ojeda can help you create a customized financial plan that aligns with your unique needs and objectives. Contact them today to schedule a consultation and take the first step towards financial security and peace of mind.
40 Ragsdale Dr Ste 160, Monterey, CA 93940, United States -
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals. Located at 99 Pacific Street in Monterey, California, Lesley provides personalized financial planning services to individuals and families. With a focus on building long-term relationships, she offers expert advice on investments, retirement planning, estate planning, and more. Trust Lesley Lemessurier to guide you towards a secure financial future.
99 Pacific St Ste 355B 355C, Monterey, CA 93940, United States -
Edward Jones - Financial Advisor: Tammy R Jones, AAMS™
● OpenEdward Jones - Financial Advisor: Tammy R Jones, AAMS™ is a reputable finance institution located at 1000 Munras Avenue in Monterey, California, United States. Tammy R Jones, an Accredited Asset Management Specialist, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized service and tailored investment strategies, Edward Jones is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Tammy R Jones and the team at Edward Jones are dedicated to providing professional guidance and support every step of the way.
1000 Munras Ave Unit 100, Monterey, CA 93940, United States
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