Personal finance consulting in Monterey, CA
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Timmins & Sorensen CPA'S
● OpenTimmins & Sorensen CPA'S is a reputable accounting and finance institution located at 201 Monterey Salinas Highway in Salinas, California, United States. With a team of experienced and knowledgeable CPAs, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to providing personalized and professional service sets them apart from other firms in the industry. Whether you are an individual or a business in need of financial guidance, Timmins & Sorensen CPA'S is dedicated to helping you achieve your financial goals.
201 Monterey Salinas Hwy # D, Salinas, CA 93908, United States -
Sendejas Tax Service
● ClosedSendejas Tax Service, located at 16175 Monterey Street in Morgan Hill, California, is a trusted institution in the accounting and finance industry. With nearly 33 years of experience, we offer affordable prices and personalized service to our clients. Our founder, Aurelio Sendejas, is known for his caring approach to tax preparation and dedication to each individual's financial needs. Whether you are a family with a home or business, or a young adult renting an apartment, Sendejas Tax Service is equipped to handle your tax return with professionalism and expertise. Despite being a small family company, we serve over 300 clients annually and prioritize customer satisfaction above all else.
16175 Monterey Hwy, Morgan Hill, CA 95037, United States -
Fiesta Auto Insurance & Tax Service
● ClosedFiesta Auto Insurance & Tax Service is a finance and insurance agency located at 15790 Monterey Street in Morgan Hill, California, United States. Our team of insurance and tax professionals is dedicated to helping your family with a wide range of services. We offer insurance coverage for your auto, home, business, rental property, boat, motorcycle, as well as a full suite of personal and business tax services. At Fiesta, we pride ourselves on treating our clients like family. Now is the time for you to make the switch to Fiesta!
15790 Monterey Hwy Ste 300, Morgan Hill, CA 95037, United States -
Flores ProServices
● OpenFlores ProServices is a reputable accounting and finance institution located at 8315 Monterey Street in Gilroy, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, payroll services, and financial planning. Our commitment to providing top-notch customer service and personalized solutions sets us apart from other institutions. Visit us today to see how we can help you achieve your financial goals.
8315 Monterey Hwy, Gilroy, CA 95020, United States -
Jackson Hewitt
● ClosedJackson Hewitt is a trusted accounting and finance institution located at 7432 Monterey Street in Gilroy, California, United States. With a team of experienced professionals, Jackson Hewitt offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you're an individual looking to maximize your tax return or a business in need of strategic financial guidance, Jackson Hewitt is dedicated to providing personalized solutions to meet your specific needs. Visit us today to see how we can help you achieve your financial goals.
7432 Monterey Hwy, Gilroy, CA 95020, United States -
CC Tax & Financial, CPA
● ClosedCC Tax & Financial, CPA is a reputable institution located at 801 East Garvey Avenue in Monterey Park, California. As a full-service accounting, finance, and insurance agency, we provide expert tax preparation, financial planning, and insurance services to individuals and businesses in the area. Our team of certified public accountants is dedicated to helping our clients navigate the complexities of the financial world and achieve their financial goals. With a commitment to excellence and personalized service, CC Tax & Financial, CPA is the trusted partner you need for all your financial needs.
801 E Garvey Ave #3026, Monterey Park, CA 91755, United States -
JTC ACCOUNTANCY CORP.
● ClosedJTC Accountancy Corp. is a reputable accounting and finance institution located at 328 South Atlantic Boulevard in Monterey Park, California, United States. Our team of experienced professionals provides a wide range of services, including tax preparation, bookkeeping, and financial consulting. We are dedicated to helping individuals and businesses achieve their financial goals through personalized and efficient solutions. Contact us today to learn more about how we can assist you with your accounting and finance needs.
328 S Atlantic Blvd STE 200, Monterey Park, CA 91754, United States -
Alvin Wakasa
● ClosedAlvin Wakasa is a reputable accounting and finance institution located at 209 East Pomona Boulevard in Monterey Park, California, United States. With a focus on providing top-notch financial services and expertise, Alvin Wakasa is dedicated to helping individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, financial planning, or investment management, the knowledgeable staff at Alvin Wakasa is committed to delivering professional and personalized service to meet your specific needs. Trust Alvin Wakasa to be your partner in achieving financial success and stability.
209 E Pomona Blvd, Monterey Park, CA 91755, United States -
Law Chin & Mar
● ClosedLaw Chin & Mar is a reputable accounting and finance institution located at 365 Garvey Avenue in Monterey Park, California. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Law Chin & Mar is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted resource for all your accounting and finance needs.
365 Garvey Ave # 203, Monterey Park, CA 91754, United States -
Aguiar Novack & Associates
● ClosedAguiar Novack & Associates is a reputable accounting and finance institution located at 1901 South Atlantic Boulevard in Monterey Park, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or business consulting, Aguiar Novack & Associates can assist you with their expertise and personalized approach. Trustworthy and reliable, they are dedicated to helping their clients achieve their financial goals.
1901 S Atlantic Blvd ste a, Monterey Park, CA 91754, United States -
John Fong Dea Tax Services
● ClosedJohn Fong Dea Tax Services is a reputable accounting and finance institution located at 2089 South Atlantic Boulevard in Monterey Park, California, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or compliance, their experts are dedicated to providing personalized solutions to meet your financial needs. Trust John Fong Dea Tax Services for reliable and efficient tax assistance.
2089 S Atlantic Blvd # B, Monterey Park, CA 91754, United States -
Lauren Kusumoto Law Offices
● OpenLauren Kusumoto Law Offices is a reputable institution located at 699 Monterey Boulevard in San Francisco, California, United States. Specializing in accounting and finance, our team of experienced professionals provide expert legal guidance and services to help clients navigate complex financial matters. With a commitment to excellence and personalized attention, we strive to assist individuals and businesses in achieving their financial goals and resolving legal issues. Trust Lauren Kusumoto Law Offices for reliable and trustworthy legal representation in the field of accounting and finance.
699 Monterey Blvd, San Francisco, CA 94127, United States -
East West Bank
● OpenWelcome 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.
99 Pacific Street, Monterey, California 93940, United States -
BMO
● ClosedWelcome 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.
1050 Del Monte Center, Monterey, California 93940, United States -
Merrill Lynch Financial Advisor Alexander Duddy
● ClosedWelcome 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.
200 East Franklin Street, Monterey, California 93940, United States -
Kathy Davi, CPA, PC
● ClosedWelcome to Kathy Davi, CPA, PC, your trusted partner in accounting and finance located in the heart of Monterey, California. Situated at 484 Washington Street, our firm is dedicated to providing comprehensive financial services tailored to meet the unique needs of both individuals and businesses in our community. At Kathy Davi, CPA, PC, we pride ourselves on delivering personalized and professional service. Our team of experienced accountants and financial experts is committed to helping you navigate the complexities of financial management with ease and confidence. Whether you require assistance with tax preparation, bookkeeping, financial planning, or business consulting, we offer a wide range of services designed to support your financial well-being and success.
484 Washington Street, Monterey, California 93940, United States -
Barbara Simonich, CPA
● ClosedWelcome to Barbara Simonich, CPA – Your Trusted Partner in Accounting and Finance Solutions Located in the heart of Monterey at 10 Harris Court, Barbara Simonich, CPA, is dedicated to providing top-notch accounting and financial services tailored to meet your individual and business needs. With years of experience and a commitment to excellence, Barbara Simonich and her team offer a comprehensive range of services including tax preparation, bookkeeping, financial planning, and advisory services.
10 Harris Court, Monterey, California 93940, United States -
Z And G Services
● OpenWelcome to Z And G Services, your trusted partner in accounting and finance solutions, conveniently located at 2510 Monterey Street, Torrance, California. At Z And G Services, we are dedicated to providing personalized and professional financial services to meet the diverse needs of our clients. Whether you are a small business owner seeking efficient bookkeeping, an individual requiring tax preparation, or a corporation in need of comprehensive financial planning, our team of experienced accountants is here to assist you every step of the way. Our commitment to excellence and attention to detail ensures that your financial matters are handled with the utmost precision and care. Discover how Z And G Services can help you achieve financial clarity and success. Contact us today to schedule a consultation and experience the difference of working with a dedicated financial partner.
2510 Monterey Street, Torrance, California 90503, United States
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