Tax planning and consulting in Monterey, California
132 results found
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TBC TAX SERVICE
● ClosedTBC Tax Service is a reputable accounting and finance institution located at 950 East Garvey Avenue in Monterey Park, California. With a team of experienced professionals, TBC Tax Service offers expert tax preparation, financial planning, and accounting services to individuals and businesses alike. Whether you need help with filing your taxes or managing your finances, TBC Tax Service is dedicated to providing top-notch service and helping clients achieve their financial goals.
950 E Garvey Ave, Monterey Park, CA 91755, United States -
Annas Tax Services
● ClosedAnnas Tax Services is a reputable accounting and finance institution located at 301 East Pomona Boulevard in Monterey Park, California, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses, ensuring accurate and timely financial management. Whether you need help with tax preparation, bookkeeping, or financial planning, Annas Tax Services is dedicated to helping you achieve your financial goals. Visit them today to experience top-notch service and expert financial advice.
301 E Pomona Blvd, Monterey Park, CA 91755, United States -
ABC Tax Center
● ClosedABC Tax Center is a reputable accounting and finance institution located at 119 South Atlantic Boulevard in Monterey Park, California. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust ABC Tax Center for all your accounting and finance needs in the heart of Monterey Park.
119 S Atlantic Blvd #305, Monterey Park, CA 91754, United States -
Info Tax
● ClosedInfo Tax is a reputable accounting and finance institution located at 725 South Atlantic Boulevard in Monterey Park, California, United States. With a team of highly skilled professionals, Info Tax provides a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Info Tax is dedicated to helping you navigate the complexities of financial management and ensure your financial success. Contact Info Tax today to schedule a consultation and take control of your finances.
725 S Atlantic Blvd # F, Monterey Park, CA 91754, United States -
Amer Tax Service
● ClosedAmer Tax Service is a reputable accounting and finance institution located at 2099 South Atlantic Boulevard in Monterey Park, California. Our team of experienced professionals is dedicated to providing high-quality tax services and financial advice to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Amer Tax Service is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
2099 S Atlantic Blvd #D, Monterey Park, CA 91754, United States -
DEDICATED TAX PROFESSIONALS LLC
● ClosedDedicated Tax Professionals LLC is a reputable accounting and finance institution located at 1520 Dorner Drive in Monterey Park, California, United States. Our team of experienced professionals are committed to providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, planning, or consulting, we are here to assist you every step of the way. Trust Dedicated Tax Professionals LLC for all your accounting and finance needs.
1520 Dorner Dr, 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 -
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 -
AYI & Associates
● ClosedAYI & Associates is a trusted general contractor located at 131 Lighthouse Avenue in Monterey, California. With years of experience and a commitment to excellence, we provide top-notch construction services for residential, commercial, and industrial projects. Our team of skilled professionals is dedicated to delivering high-quality workmanship, on-time completion, and budget-friendly solutions. Whether you're looking to renovate your home, build a new office space, or tackle a large-scale construction project, AYI & Associates has the expertise to make your vision a reality. Contact us today to learn more about our services and how we can help you with your next construction project.
131 Lighthouse Ave #2a, Monterey, CA 93940, 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 -
Walker & Reed, P.C.
● ClosedLocated in Monterey, California, Walker & Reed, P.C. is a well-established law firm with a history dating back over 100 years. Specializing in estate planning, business law, real estate law, and litigation, our boutique firm serves clients in the Central Coast, Silicon Valley, and Northern California regions. With offices in both Monterey and Carmel-by-the-Sea, our attorneys are known for their determination, grit, and innovative approach to the law. Unlike larger firms, we are able to quickly address new and complex legal matters with little lead-time, providing personalized attention to clients of all sizes and types.
2738, 215 W Franklin St # 5, Monterey, CA 93940, 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 -
Jason Bristol - State Farm Insurance Agent
● ClosedJason Bristol - State Farm Insurance Agent is a reputable insurance agency located at 1590 Del Monte Boulevard, Seaside, California, United States. In addition to providing various insurance services such as Car Insurance, ATV Insurance, Motorcycle Insurance, Med Supplement Insurance, and Life Insurance, the agency also offers free gifts and smiles to their customers in March to celebrate creative holidays like Employee Appreciation Day and St. Patrick’s Day. With a team of highly skilled and licensed bilingual Insurance Professionals, Jason Bristol State Farm Insurance office is dedicated to serving the communities of Monterey, Seaside, Pacific Grove, Pebble Beach, Carmel, Carmel Valley, Big Sur, and Marina. The agency focuses on giving outstanding service while protecting what's important to their customers, allowing them to focus on achieving their life goals.
1590 Del Monte Blvd, Seaside, CA 93955, United States -
Stifel
● ClosedStifel is a leading financial institution located at 30 Ryan Court in Monterey, California, United States. With a focus on providing expert financial services, Stifel offers a wide range of investment options and personalized advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Stifel's team of experienced professionals is dedicated to helping you navigate the complexities of the financial market with confidence and peace of mind. Trust Stifel to be your partner in financial success.
30 Ryan Ct #250, Monterey, CA 93940, United States -
BMO
● ClosedBMO, located at 7865 Monterey Street in Gilroy, California, is a full-service bank offering a wide range of banking services, investments, and lending products for both personal and commercial customers. As a member of FDIC, BMO Bank N.A. ensures that all banking products and services are subject to bank and credit approval in the United States. To comply with federal law, BMO requires all customers to provide identification information when opening an account. Additionally, BMO advises customers to review privacy and security policies of third-party websites linked from their own site. It is important to consult with legal and tax advisors for personalized advice on financial planning strategies.
7865 Monterey Rd, Gilroy, CA 95020, United States -
Mi Ocampo Financials, LLC
● ClosedMi Ocampo Financials, LLC is a full-service financial and consulting firm located at 15790 Monterey Street, Morgan Hill, California. Founded in 2020 by President Luis Rodriguez, we specialize in helping small businesses achieve financial stability and success. Our team of experts offers services such as bookkeeping, payroll processing, obtaining capital, and tax code understanding. With over 10 years of combined experience, our IT team can assist with developing creative and operational plans for your business. Our dedicated staff, including Victor Lopez, Ivan Koretskyy, Sarah Hernandez, Lupita Ayala, Karen Segovia, and Vladimir Zhelikhovski, work tirelessly to ensure your financial needs are met. Whether you're looking to grow your investments, plan for retirement, or set up college funds, our financial consultants are here to help you achieve your goals. At Mi Ocampo Financials, we believe that those who fail to plan are simply planning to fail, and we are here to help you succeed.
15790 Monterey Hwy Ste 300, Morgan Hill, CA 95037, United States -
J Ward Financial
● ClosedJ Ward Financial is a reputable finance institution located at 16360 Monterey Street in Morgan Hill, California, United States. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, J Ward Financial is here to support you every step of the way. Trust us to provide personalized solutions tailored to your unique financial needs. Visit us today and let us help you secure a brighter financial future.
16360 Monterey St #210, Morgan Hill, CA 95037, United States -
Buckingham Strategic Wealth
● ClosedBuckingham Strategic Wealth, located at 17190 Monterey Street in Morgan Hill, California, is a finance institution that believes in the importance of choosing the right advisor for your financial needs. They take the time to truly understand their clients in order to create a holistic wealth plan that aligns with their values and goals. With a collaborative approach and experienced advisors, Buckingham Strategic Wealth aims to provide clarity and insight to help clients achieve their financial objectives, whether it be building wealth, planning for retirement, funding education, establishing a family legacy, or maximizing business investments. As advocates and fiduciaries, they are dedicated to developing prudent strategies that are in the best interest of their clients. To learn more about becoming a Buckingham client, you can download their "Experience Is Everything" brochure. Additionally, they provide valuable insights on navigating the complexities of elections and understanding restricted stock units (RSUs) for maximizing financial benefits. Buckingham Strategic Wealth understands that your values drive every decision in life, and they are committed to incorporating these values into your personalized financial plan.
17190 Monterey Rd # 202, Morgan Hill, CA 95037, 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 -
Central Coast Financial Management
● ClosedCentral Coast Financial Management is a leading finance institution located at 299 Webster Street in Monterey, California. Our team of experienced financial experts provides a wide range of services including investment management, financial planning, retirement planning, and wealth management. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Central Coast Financial Management can help you reach your financial goals.
299 Webster St, Monterey, CA 93940, United States -
AJ Houston Financial Services
● ClosedAJ Houston Financial Services is a well-established accounting and finance institution located at 225 Cannery Row in beautiful Monterey, California. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses alike. From tax preparation to investment planning, we are dedicated to helping our clients achieve their financial goals. Visit us today to see how we can assist you with all your accounting and finance needs.
225 Cannery Row #21, 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 -
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 -
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
● ClosedMerrill 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 -
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 -
The Mattox Group
● ClosedThe Mattox Group is a reputable accounting and finance institution located at 303 Webster Street in Monterey, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all financial needs.
303 Webster St, Monterey, CA 93940, United States
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