TOP 10 Small business financial management in Monterey, CA
20 results found
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Monterey Financial Services Inc
● ClosedMonterey Financial Services Inc is a finance institution located at 4095 Avenida De La Plata in Oceanside, California, United States. They provide a wide range of financial services to individuals and businesses, including loans, credit management, and debt collection. With a team of experienced professionals, Monterey Financial Services Inc is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial industry. Whether you are looking for a loan or need assistance with managing your finances, Monterey Financial Services Inc is here to help.
4095 Avenida De La Plata, Oceanside, CA 92056, United States -
Law Office of Jeremy F. Peck & Monterey Peninsula Bankruptcy
● ClosedThe Law Office of Jeremy F. Peck & Monterey Peninsula Bankruptcy is a trusted institution located at 110 Webster Street in Monterey, California, United States. Specializing in finance and legal services, we proudly serve the Central Coast and greater Bay Area. Whether you are considering Chapter 7 or Chapter 13 bankruptcy, our experienced attorney, Jeremy F. Peck, is here to provide quality, individualized representation to individuals and small businesses in Monterey, Santa Cruz, San Benito, Santa Clara, San Francisco, and Alameda Counties since 2009. Chapter 7 bankruptcy, also known as “straight” or “liquidation” bankruptcy, offers a quick way to eliminate unsecured debts such as credit card and medical debt. On the other hand, Chapter 13 bankruptcy focuses on reorganizing your debts to make them more manageable over time. Despite common misconceptions, bankruptcy may not necessarily harm your credit score, especially if it has already been affected by other financial issues.
110 Webster St, Monterey, CA 93940, United States -
Bank of America Financial Center
● ClosedThe 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.
4150 Monterey Rd, San Jose, CA 95111, United States -
Spectrum Small Business Advisors LLC
● OpenSpectrum Small Business Advisors LLC, located at 8339 Church Street in Gilroy, California, offers a range of services including management consulting, CFO consulting, payroll, and bookkeeping. With a focus on providing value to clients, Spectrum Small Business Advisors LLC is dedicated to helping businesses make informed decisions. James, the founder of Spectrum Small Business Advisors LLC, has over 25 years of experience in financial management. With a background in military payroll and experience working with Fortune 500 companies, James brings a wealth of knowledge to his clients. He is known for his ability to develop efficient processes and procedures that result in cost savings for businesses.
8339 Church St, Gilroy, CA 95020, United States -
Buaya Pacific Management LLC
● OpenBuaya Pacific Management LLC is a top-tier Prime and support sub-Contract support company located at 45 Laguna Grande Court in Monterey, California. With over 25 years of experience in various industries such as Government, Hospitality, IT, Military, and Education, Buaya Pacific is dedicated to providing exceptional contract and program support services. As an 8(a) minority owned small business management, BPM LLC specializes in project management, financial analysis, system analysis, human resources, and budget planning for Federal and State contracting. Trust Buaya Pacific Management LLC for all your contract and program support needs.
45 Laguna Grande Ct, Monterey, CA 93940, United States -
SR Management
● ClosedSR Management is a leading accounting and finance institution located in the picturesque city of Monterey, California, United States. With a focus on providing top-notch financial services to businesses and individuals, SR Management is dedicated to helping clients achieve their financial goals. Our team of experienced professionals offers a wide range of services including tax preparation, financial planning, and investment management. Whether you are a small business owner or an individual looking to secure your financial future, SR Management is here to help you navigate the complexities of the financial world with confidence and ease. Contact us today to learn more about how we can assist you in reaching your financial goals.
1102 Airport Road, Monterey, CA 93940, 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 -
Barney J Belleci - State Farm Insurance Agent
● ClosedWelcome to Barney J Belleci - State Farm Insurance Agent! Located at 26555 Carmel Rancho Boulevard in Carmel-by-the-Sea, California, our insurance agency is dedicated to serving the community with top-notch insurance and financial services. With a focus on life insurance and health insurance, our team is committed to helping you protect what matters most. Barney Belleci, a lifelong resident of the Monterey Peninsula, leads our team with over five decades of experience in the insurance industry. He is dedicated to assisting customers in safeguarding their assets and is a proud member of the community. Our office offers a wide range of insurance options, including car insurance, motorcycle and ATV insurance, life insurance, and medical supplement plans. We also provide financial services to help you plan for a secure future.
26555 Carmel Rancho Blvd #1, Carmel-By-The-Sea, CA 93923, United States -
Indy Mahindru - State Farm Insurance Agent
● ClosedIndy Mahindru - State Farm Insurance Agent is a reputable insurance agency located at 1780 Fremont Boulevard in Seaside, California, United States. Our dedicated team is ready to assist you with all your financial and insurance needs, including car insurance, homeowners insurance, renter's insurance, life insurance, boat insurance, ATV insurance, motorcycle insurance, and business insurance. We specialize in catering to the insurance needs of parents of school-age children in Pacific Grove, Monterey, and Carmel schools. Our agency is led by Indy Mahindru, who holds a bachelor's degree in business and accounting, as well as a Post Graduate MSc degree in business administration from Brunel University, London, UK. With extensive experience in life insurance and small business insurance, Indy has been serving local communities and helping families protect their income and assets for many years.
1780 Fremont Blvd ste g, Seaside, CA 93955, 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 -
Joe Stretch - State Farm Insurance Agent
● ClosedJoe Stretch - State Farm Insurance Agent is a reputable insurance agency located at 1165 South Main Street in Salinas, California. As we enter the month of March, the agency is celebrating creative holidays such as Employee Appreciation Day, Daylight Savings, and St. Patrick's Day. Customers can stop by the office for a FREE gift and choose from a variety of items. The team at Joe Stretch State Farm values and appreciates their customers, serving the Salinas, Santa Cruz, Monterey Bay, Carmel, and San Lorenzo Valley areas. They are dedicated to getting to know what is most important to each individual and crafting personalized insurance and financial service packages. Specializing in Life and Paycheck Insurance, the team also helps families bundle their Home, Auto, and Liability Insurance for maximum value.
1165 S Main St, Salinas, CA 93901, United States -
Fidelity Investments
● ClosedFidelity 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.
553 Munras Ave, Monterey, CA 93940, United States -
Hilltop Securities Inc.
● ClosedHilltop 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.
24560 Silver Cloud Ct #201, Monterey, CA 93940, United States -
UBEO of San Luis Obispo
● ClosedUBEO of San Luis Obispo, located at 4420 Broad Street in California, offers tailored solutions for organizations to address user challenges and document expenses. The store specializes in optimizing digital document management, assessing technology processes, providing wide format equipment and technical printing solutions, and protecting critical data. Led by Clint Philips, Executive VP of the South Region, the SLO Branch is dedicated to meeting the needs of businesses in San Luis Obispo and Monterey counties. With a team experienced in both hardware and software solutions, UBEO is committed to providing maximum protection and efficiency for all technology needs.
4420 Broad St, San Luis Obispo, CA 93401, United States -
JK Chyo & Company
● ClosedJK Chyo & Company is a trusted institution located at 1010 Cass Street in Monterey, California, specializing in accounting and finance services. As your Tax and Accounting Services Solution, we are dedicated to helping you with all your tax, business, and bookkeeping needs. Our goal is to be your go-to Tax and Accounting Service professional for years to come. At JK Chyo & Company, we are passionate about providing valuable information to help you save on taxes, invest for your retirement, and manage your small business effectively. We are committed to giving back to the community by sharing our expertise and knowledge with you. Our team will be posting two articles a week on a variety of financial, tax, and business topics to keep you informed and empowered.
1010 Cass St suite d-10, Monterey, CA 93940, United States -
NextStep Technology, Inc.
● OpenNextStep Technology, Inc., located at 17485 Monterey Street in Morgan Hill, California, is a leading provider of cutting-edge business and IT solutions. With over 25 years of experience, NextStep specializes in supporting Commercial Off-The-Shelf Enterprise Resource Planning systems, Business Intelligence, IT Portfolio Management, and more. As a small business based in the tech hub of the California Bay Area, NextStep has a strong track record of serving Department of Defense and civilian agencies both domestically and internationally. With a focus on excellence and efficiency, NextStep partners with complementary firms to ensure that clients receive comprehensive and expert support for their projects.
17485 Monterey Hwy # 304, Morgan Hill, CA 95037, United States -
Tax Magic Inc
● ClosedTax Magic Inc, located at 4100 Monterey Street in San Jose, California, is a professional accounting and finance institution that caters to the specific needs of your business. Specializing in a wide range of tax filing services, from corporate to individual and sales to payroll taxes, Tax Magic ensures that your taxes are filed accurately and on time. In addition to tax services, Tax Magic also offers bookkeeping and payroll services for small and large companies, taking the stress out of managing your finances. Their team focuses on understanding your goals and providing personalized recommendations to tailor your financial plan to your needs.
4100 Monterey Hwy #116, San Jose, CA 95111, United States -
Almadelia-S Tax Services
● ClosedAlmadelia-S Tax Services is a trusted accounting and finance institution located at 5328 Monterey Street in San Jose, California. Our team of experienced professionals is dedicated to providing high-quality tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or consulting, we are here to assist you every step of the way. With a commitment to excellence and personalized service, Almadelia-S Tax Services is the go-to destination for all your financial needs.
5328 Monterey Rd, San Jose, CA 95111, United States -
Record Nations
● ClosedWelcome to Record Nations Monterey, your local partner for comprehensive document management solutions, conveniently located at 2 Harris Court, Monterey, California 93940. Specializing in storage and scanning services, we cater to both small and large-scale document needs with precision and care. Our Services:
2 Harris Court, Monterey, California 93940, 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
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- small business financial management in Carmel-by-the-Sea
- small business financial management in Gilroy
- small business financial management in Morgan Hill
- small business financial management in Oceanside
- small business financial management in Salinas
- small business financial management in San Jose
- small business financial management in San Luis Obispo
- small business financial management in Seaside
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