Wealth transfer in Salinas, California

Buckingham Strategic Wealth is a finance institution located at 450 Lincoln Avenue in Salinas, California, United States. As a client of Buckingham, you can expect a personalized and comprehensive approach to managing your wealth. Download their "Experience Is Everything" brochure to learn more about what it's like to work with them. With the upcoming elections, Buckingham can help you navigate potential changes in policies and legislation that may impact your finances. They can also provide guidance on maximizing the benefits of restricted stock units (RSUs) for top performers in organizations. Your values are at the core of every financial decision you make, and Buckingham can help align your financial plan with what matters most to you.

RBC Wealth Management is a leading financial institution located at 928 East Blanco Road in Salinas, California, United States. Specializing in wealth management services, RBC offers tailored financial solutions and investment strategies to help clients achieve their financial goals. With a team of experienced advisors and a comprehensive range of services, RBC Wealth Management is dedicated to providing top-notch financial guidance and support to individuals and businesses alike.

Ladino Notary & Multiservices is a trusted institution located at 1164 Monroe Street in Salinas, California, offering a wide range of accounting and finance services. With a team of experienced professionals, we provide top-notch notary services, tax preparation, bookkeeping, and more to meet the diverse needs of our clients. Whether you are an individual or a business owner, we are committed to providing reliable and efficient solutions to help you achieve your financial goals. Visit us today to experience the quality service and expertise that sets us apart.

Ottone & Leach LLP is a reputable law firm located at 1418 South Main Street in Salinas, California. Our experienced attorneys provide a wide range of legal services to clients, including major regional businesses, small family-owned companies, public districts, nonprofit organizations, and families. We specialize in agricultural business, family-owned companies, estate planning, and tax planning. Our firm serves clients in Monterey, San Benito, Santa Cruz Counties, and beyond. We have a strong reputation for delivering exceptional legal counsel in key practice areas and other business and legal matters affecting local and regional organizations. Our attorneys have extensive experience advising clients in the agricultural industry, particularly in the Salad Bowl of the World region.

Morgan Stanley Financial Advisors is a prestigious finance institution located at 1418 South Main Street in Salinas, California, United States. Our team of experienced and knowledgeable financial advisors are dedicated to providing top-notch financial services and guidance to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our advisors are here to help you every step of the way. Trust Morgan Stanley Financial Advisors to provide you with personalized financial solutions tailored to your unique needs and aspirations.

Merrill Lynch Financial Advisor Craig Brinton, located at 200 East Franklin Street, Monterey, California, United States, is a finance institution that is part of The SBR Group. Unlike other advisory groups, The SBR Group focuses on providing personalized financial guidance to self-made individuals, families, and non-profit organizations in Salinas, Carmel, Gilroy, and across Central California. With a loyal clientele of accomplished business owners, agricultural executives, farmers, physicians, and attorneys, the team at The SBR Group specializes in retirement planning, investment management, and 401(k) and defined benefit plans. With over 70 years of collective experience and industry credentials including CPFA, C(k)P®, and CFP® certifications, the team at The SBR Group offers tailored strategies to help clients preserve and grow their wealth. By asking thought-provoking questions and taking a planning-based approach, the team helps clients navigate their financial futures with confidence. Additionally, The SBR Group offers banking and lending services through Bank of America, N.A., and works closely with clients on wealth transfer and estate planning strategies. With a focus on creating value for clients and their families, The SBR Group aims to leave a lasting impact on the lives they touch.

Duane Nack is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 307 Main Street in Salinas, California. With a strong background in finance, Duane Nack provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Duane Nack can provide expert guidance and advice tailored to your specific needs. Trust in Duane Nack and Ameriprise Financial Services, LLC to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Sprinz Fred is a reputable finance institution located at 21 West Alisal Street in Salinas, California, United States. With years of experience in the financial industry, Sprinz Fred offers a wide range of services including investment management, financial planning, and wealth management. Their team of knowledgeable professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, Sprinz Fred is committed to providing personalized solutions tailored to your individual needs. Visit them today to see how they can help you reach your financial objectives.

Matthew Salyer - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 1611 Bunker Hill Way in Salinas, California, United States. With a focus on providing personalized financial planning and investment management services, Matthew Salyer and his team are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Matthew Salyer - Financial Advisor can provide expert guidance and support every step of the way. Trust Ameriprise Financial Services, LLC for all your financial needs.