Tax guidance in Monterey, CA
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Joel Knight Tax & Business Services
● ClosedJoel Knight Tax & Business Services is a reputable accounting and finance institution located at 9825 Blue Larkspur Lane in Monterey, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, bookkeeping, and business consulting. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, Joel Knight Tax & Business Services is dedicated to providing top-notch services tailored to meet your specific needs. Trust them to help you navigate the complexities of financial management and achieve your financial goals.
9825 Blue Larkspur Ln, Monterey, CA 93940, United States -
Compass Tax And Financial Services, Inc
● ClosedCompass 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.
2511 Garden Rd b150, Monterey, CA 93940, United States -
Exact Tax Inc.
● ClosedExact Tax Inc. is a trusted accounting and finance institution located at 1024 East Garvey Avenue in Monterey Park, California. Our team of experienced professionals is dedicated to providing precise and accurate tax services for individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Exact Tax Inc. is here to assist you every step of the way. Contact us today to schedule a consultation and take control of your finances.
1024 E Garvey Ave, Monterey Park, CA 91755, United States -
Monterey Accountax Co
● ClosedMonterey Accountax Co is a reputable accounting and finance institution located at 484 Lighthouse Avenue in Monterey, California, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial consulting, and more. Their commitment to accuracy and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business in need of financial guidance, Monterey Accountax Co is dedicated to helping you achieve your financial goals.
484 Lighthouse Ave # 202, Monterey, CA 93940, United States -
Monterey County Court House
● ClosedWelcome to the Monterey County Court House, a pivotal hub for accounting, finance, and local government services in the heart of Monterey, California. Conveniently located at 1200 Aguajito Road, our facility is dedicated to serving the community with efficiency and integrity. We offer a wide range of services designed to meet the financial and administrative needs of Monterey County residents and businesses. Our experienced team is committed to providing transparent and accessible public services, including financial management, budgeting, and local governance support. Whether you are seeking assistance with tax-related inquiries, financial planning, or need guidance on local government policies, the Monterey County Court House is here to help.
1200 Aguajito Road, Monterey, California 93940, United States -
Liz Kroft • Santa Cruz & Monterey County Realtor
● ClosedWelcome to Liz Kroft • Santa Cruz & Monterey County Realtor At Liz Kroft • Santa Cruz & Monterey County Realtor, we are dedicated to transforming the real estate experience for our clients across Santa Cruz, Monterey, and Santa Clara counties. Located at 269 Mount Hermon Road in Scotts Valley, California, Liz is the co-founder of Sol Property Advisors and Sol Property Management, bringing over a decade of full-time expertise and more than $116 million in sales in the greater Bay Area.
269 Mount Hermon Road, Scotts Valley, California 95066, United States -
Rey Zagal - State Farm Insurance Agent
● ClosedRey Zagal - State Farm Insurance Agent is a reputable insurance agency located at 246 Abbott St in Salinas, California. Our team is dedicated to serving the community by providing excellent service for all your financial and insurance needs. While we are currently not offering online auto quoting, we are available by phone, text, or in-person to assist you with auto quotes. Please note that we have paused insuring new homeowners, renters, boat owners, personal liability umbrella, and business policies in California at this time. We specialize in car insurance, life insurance, and motorcycle insurance, with a focus on auto and life insurance. As insurance costs continue to rise, we are committed to helping you understand your policies and find all eligible discounts to keep your costs as low as possible. Our experienced team is here to explain any billing questions or concerns you may have.
246 Abbott St Ste A, Salinas, CA 93901, United States -
Kevin P Courtney Law Office
● OpenKevin P Courtney Law Office is a reputable legal institution located at 17415 Monterey Street in Morgan Hill, California. Specializing in various areas of law, including personal injury, family law, and criminal defense, the experienced team at this law office is dedicated to providing top-notch legal representation to their clients. With a commitment to excellence and a track record of success, Kevin P Courtney Law Office is a trusted choice for anyone seeking expert legal guidance in the Morgan Hill area.
17415 Monterey Rd # 204, Morgan Hill, CA 95037, United States -
Evers Law Group
● ClosedEvers Law Group is a prestigious institution located in Monterey, California, specializing in accounting, finance, and legal services. Our team of experienced professionals is dedicated to providing top-notch assistance to clients in navigating complex financial and legal matters. Whether you need help with tax planning, estate management, business transactions, or litigation support, Evers Law Group is here to provide expert guidance and support. Visit us at 2100 Garden Road to learn more about how we can help you achieve your financial and legal goals.
2100 Garden Rd STE F, Monterey, CA 93940, United States -
Fenton & Keller
● ClosedFenton & Keller is a reputable institution located at 2801 Monterey Salinas Highway in Monterey, California, United States. Specializing in accounting, finance, and legal services, our team of professionals is dedicated to providing top-notch expertise and guidance to our clients. Whether you need assistance with tax planning, financial consulting, or legal representation, Fenton & Keller is here to help you navigate the complexities of these fields with ease and confidence. Trust us to deliver personalized solutions tailored to your unique needs and goals.
2801 Monterey Salinas Hwy, Monterey, CA 93940, United States -
Ray Martin - State Farm Insurance Agent
● ClosedRay Martin - State Farm Insurance Agent is a trusted insurance agency located at 2115 North Fremont Street in Monterey, California. Conveniently situated next to Denny's, our office is easily accessible for all your insurance needs. Whether you are buying a manufactured or modular home, sending your children back to school, or looking to save on auto repair costs, our team is here to help guide you through the process. At Ray Martin - State Farm Insurance Agent, we offer a range of insurance products including life insurance and annuities issued by State Farm Life Insurance Company, as well as deposit products from U.S. Bank National Association. Our partnership with U.S. Bank National Association also allows us to provide credit card services for your convenience.
2115 N Fremont St, Monterey, CA 93940, United States -
Tracy Bellem - State Farm Insurance Agent
● ClosedTracy Bellem - State Farm Insurance Agent is a reputable insurance agency located at 975 West Alisal Street in Salinas, California. Our office is conveniently situated near S Davis Road and W. Alisal St, just 2 blocks from Hartnell College and Gold's Gym. While we are currently not insuring new homeowners, renters, boat owners, personal liability umbrella, and business policies in California, we are still here to assist you with all your insurance needs. As a team of highly skilled individuals, we are dedicated to providing outstanding service and protecting what's important to our customers. Whether you are in Salinas, Gonzalez, Greenfield, Soledad, King City, Marina, East Garrison, Seaside, Gilroy, Hollister, or the Monterey Peninsula, we can help you with car insurance, life insurance, and motorcycle insurance. Our agent, Tracy Bellem, holds a BA and a master's degree in business administration and has been serving the Monterey County area since the early 2000s.
975 W Alisal St ste a-2, Salinas, CA 93901, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 401 Fremont Street in Monterey, California. Our team of expert advisors provides personalized financial solutions to help clients achieve their financial goals. With a wealth of experience and expertise in the finance industry, we offer comprehensive wealth management services, investment advice, retirement planning, and more. Trust Morgan Stanley Financial Advisors to guide you towards a secure financial future.
401 Fremont St Suite 200, 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 -
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 -
Integris Wealth Management
● ClosedIntegris Wealth Management is a premier finance institution located at 435 Washington Street in Monterey, California, United States. With a team of experienced professionals, Integris Wealth Management offers personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Integris Wealth Management is dedicated to providing expert guidance and tailored solutions to meet your needs. Trust us to help you secure your financial future.
435 Washington St Suite A, Monterey, CA 93940, United States -
Block Advisors
● ClosedBlock Advisors is a trusted institution located at 99 Pacific Street in Monterey, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to helping individuals and businesses navigate complex financial matters. Whether you need assistance with tax preparation, financial planning, or investment strategies, we are here to provide expert guidance and support. Visit us today to learn more about how Block Advisors can help you achieve your financial goals.
99 Pacific St Bldg 575 Ste E, Monterey, CA 93940, United States -
S J Kellerman & Associates: Kellerman Sheila J CPA
● ClosedS J Kellerman & Associates: Kellerman Sheila J CPA is a trusted accounting and finance institution located at 38 Seascape Resort Drive, Aptos, California, United States. Sheila Joyce Kellerman CPA has been providing personalized financial guidance to individuals and businesses for years. The institution offers a wide range of services, from basic tax compliance to CFO engagements. Sheila's expertise and experience in business finance, accounting, taxation, and tax consulting make her a valuable partner for clients looking for financial support. With a Masters Degree in Taxation and a Bachelors Degree in Accounting, Sheila is a highly qualified professional in her field. She is an active member of the California Society of Certified Public Accountants and currently serves on the Board of Directors of Bay Federal Credit Union. Sheila believes in providing the appropriate level of service to new businesses and adjusting the level of sophistication as a business grows. Her experience in financial management has benefited numerous companies in the Monterey Bay area, Silicon Valley, and beyond. Contact S J Kellerman & Associates for expert financial guidance and support.
38 Seascape Resort Dr, Aptos, CA 95003, United States -
Merrill Lynch Financial Advisor Aida Rosas
● ClosedMerrill Lynch Financial Advisor Aida Rosas, located at 200 East Franklin Street in Monterey, California, is dedicated to helping clients prioritize and pursue their financial goals. With over 20 years of experience, Aida is passionate about assisting clients in achieving their financial aspirations. As a first-generation immigrant and coming from a large family, she understands the importance of planning for a secure financial future. Aida holds several FINRA registrations and California Department of Insurance licenses, allowing her to provide comprehensive financial services. At Merrill Lynch Wealth Management, Aida focuses on building personalized plans centered on clients' goals and evolving priorities. She believes in putting clients first and providing tailored advice based on individual needs. By leveraging the global resources of Merrill, Aida and her team strive to establish strong client relationships built on trust and personalized service.
200 E Franklin St, Monterey, CA 93940, United States -
Mariner Wealth Advisors
● ClosedMariner Wealth Advisors is a leading finance institution located at 17045 Monterey Street in Morgan Hill, California, United States. With a team of experienced financial advisors, they offer personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, Mariner Wealth Advisors can provide expert guidance and support. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in financial planning.
17045 Monterey Hwy ste c, Morgan Hill, CA 95037, 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 David Refuerzo
● ClosedMerrill Lynch Financial Advisor David Refuerzo, located at 200 East Franklin Street in Monterey, California, is a finance institution supported by the global resources of Merrill. The team is made up of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. They believe in managing all aspects of a client's financial life to achieve success, working with tax planners, estate planners, and bankers to ensure everything is aligned with the client's goals. With professional designations and licenses, they provide the knowledge needed to navigate the complex world of wealth management. Their approach focuses on understanding the client's priorities and adapting to their changing needs over time. By conducting a thorough Investment Personality Assessment, they tailor a financial approach to help clients pursue their goals. The Merrill Personal Wealth Analysis™ helps build a personalized plan centered on the client's goals. Regular check-ins allow for adjustments to the financial approach as life and market conditions change.
200 E Franklin St, Monterey, CA 93940, United States -
Juran Wealth Management Inc.
● OpenJuran Wealth Management Inc. is a leading finance institution located at 200 Camino Aguajito in Monterey, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or investing for the future, we are here to provide expert guidance and support every step of the way. Trust Juran Wealth Management Inc. to help you secure a prosperous financial future.
200 Camino Aguajito # 300, Monterey, CA 93940, United States -
Mark D. Sears - Morgan Stanley
● OpenMark D. Sears - Morgan Stanley is a reputable finance institution located at 401 Fremont Street in Monterey, California, United States. With a strong focus on providing top-notch financial services, Mark D. Sears - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized advice and guidance to help clients navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Mark D. Sears - Morgan Stanley is committed to helping you succeed.
401 Fremont St Suite 200, Monterey, CA 93940, United States -
Evanson Asset Management
● OpenEvanson Asset Management is a leading finance institution located at 101 Camino Aguajito in Monterey, California, United States. With a strong focus on providing expert financial advice and management services, Evanson Asset Management is dedicated to helping clients achieve their financial goals. Whether it's investment planning, asset allocation, or wealth management, the experienced team at Evanson Asset Management is committed to delivering personalized solutions tailored to each client's unique needs. Trust Evanson Asset Management to provide top-notch financial services and guidance to help you secure a prosperous financial future.
101 Camino Aguajito # 2, Monterey, CA 93940, United States -
Rede Susan
● ClosedRede Susan is a reputable finance institution located at 80 Garden Court in Monterey, California, United States. With a strong focus on providing top-notch financial services and solutions, Rede Susan is committed to helping individuals and businesses achieve their financial goals. Whether you're looking for investment advice, mortgage assistance, or retirement planning, Rede Susan's team of experienced professionals are dedicated to providing personalized and expert guidance every step of the way. Trust Rede Susan to be your partner in financial success.
80 Garden Ct Suite 210, Monterey, CA 93940, United States -
Edward Jones - Financial Advisor: Jim Haack, AAMS™
● ClosedEdward Jones - Financial Advisor: Jim Haack, AAMS™ is a renowned finance institution located at 1347 Monterey Street in San Luis Obispo, California, United States. With a focus on providing personalized financial services, Jim Haack, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Jim Haack, AAMS™ is dedicated to helping you make informed decisions and secure your financial future. Contact them today to schedule a consultation and take the first step towards financial success.
1347 Monterey St, San Luis Obispo, CA 93401, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 5552 Monterey Street in San Jose, California. With a focus on providing expert tax preparation services and financial guidance, H&R Block is dedicated to helping individuals and businesses navigate their financial responsibilities with ease and confidence. Whether you need assistance with tax planning, bookkeeping, or financial consulting, the experienced professionals at H&R Block are here to support you every step of the way. Trust H&R Block to help you achieve your financial goals and secure a stable financial future.
5552 Monterey St, San Jose, CA 95138, United States -
H&R Block
● OpenH&R Block is a well-known accounting and finance institution located at 685 Lighthouse Avenue in Monterey, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is committed to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today and let us help you navigate the complexities of the financial world with confidence.
685 Lighthouse Ave, Monterey, CA 93940, United States -
Closed
● OpenClosed is a finance institution located at 16670 Monterey Street in Morgan Hill, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, loans, or any other financial need, we are here to help. Trust Closed to provide you with expert guidance and personalized solutions to help you achieve your financial goals. Visit us today to see how we can help you secure your financial future.
16670 Monterey St, Morgan Hill, CA 95037, United States
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