Best Financial Advisors in Salinas, CA

The highest-rated Financial Planning & Wealth Management companies out of 109 vetted & reviewed in the Salinas area.

Teachers Retirement Solutions

Teachers Retirement Solutions

(5)
“I have the pleasure of working with Rudy as my retirement plan advisor for the past couple of years.”
In Business Since 2017
NPN# 18627820
14 Maple St, Salinas, CA
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Stevens Sloan & Shah Cpas

Stevens Sloan & Shah Cpas

Wealth Creation, Consulting, Virtual CFO & Accounting
“The SSS experience is special. We emphasize quality, convenience and care.Our vibrant team of professionals leverage their expertise, education and experience to provide prompt, efficient, individualized attention. We believe in the growth of our uni...”
In Business Since 1950
Remote Consultations Available
Family Business
975 W Alisal St # D, Salinas, CA
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Blumenthal & Associates

Blumenthal & Associates

“Our planning firm provides our clients with a wide range of asset protection, money management, insurance, and tax planning strategies and services. These services include helping our clients to reduce the federal estate tax, the capital gains tax, a...”
In Business Since 1996
Free Initial Consultation
820 Park Row #684, Salinas, CA
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Hayashi Wayland

Hayashi Wayland

(1)
Business Services, Commercial Services
“He is been helpful in his explanations and always willing to give us sound advice to assist us in our taxes for the following year.”
In Business Since 1980
Licensed
1188 Padre Dr Ste. 101, Salinas, CA
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Hastie Financial Group

Hastie Financial Group

“With roots in the Monterey Bay Peninsula and Salinas Valley, we leverage our more than 40 years of combined industry experience to help businesses and individuals across the country find confidence in their financial future.”
In Business Since 2011
307 Main St #300, Salinas, CA
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John D. Laughton, A Professional Law Corporation

John D. Laughton, A Professional Law Corporation

(10)
Asset Protection, Elder Law & Medi-Cal, Special Needs Trusts
“Bottom line, it was an outstanding experience (not an adjective commonly used to describe legal visits) and more importantly, my wife and I walked away with comfort knowing our family's future was safe.”
In Business Since 1982
Licensed, BBB Rating: A+
Family Business
Accepts All Major Credit Cards
Serving Salinas Area
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Rand, Williams & Associates

Rand, Williams & Associates

“Our team of Certified Financial Planners™ provides expertise in retirement and estate planning; investment management, insurance and tax-reduction strategies. We create tailored financial plans that cater to the needs, timeline and risk tolerance of ...”
In Business Since 2011
LLC Certified
Transparent Fees & Pricing
Serving Salinas Area
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Central Coast Financial Management

Central Coast Financial Management

(2)
Asset Management, Insurance and Annuity, Retirement and Financial Planning
“I was financially illiterate and this team helped me manage my finances with confidence and grow a healthy portfolio that will impact future generations of the Cooke Family.”
In Business Since 2012
Serving Salinas Area
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Integris Wealth Management

Integris Wealth Management

(1)
“Estate Planning Retirement Planning Insurance Planning Financial Planning”
In Business Since 2000
Serving Salinas Area
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AJ Houston Financial Services

AJ Houston Financial Services

(2)
“This was my first time going to AJ Houston for tax returns and they were very helpful.”
In Business Since 2019
Transparent Fees & Pricing
Serving Salinas Area
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Grace & Associates

Grace & Associates

(3)
Services For Individuals, Business Services, Tax Services
“I didn't have a clue what I was supposed to do regarding business taxes before I spoke to him, but once I did, I had a clear plan of action to take going forward.”
In Business Since 1995
Accepts All Major Credit Cards
Transparent Fees & Pricing
Serving Salinas Area
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Del Monte Capital

Del Monte Capital

“I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impar...”
In Business Since 2016
Serving Salinas Area
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Evanson Asset Management

Evanson Asset Management

In Business Since 1998
Transparent Fees & Pricing
Serving Salinas Area
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Christian Wealth Management

Christian Wealth Management

(2)
“Michael knows what he is doing and is an all around great guy.”
Serving Salinas Area
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Lannie Wright Financial Advisor

Lannie Wright Financial Advisor

401(K) Planning, 403(B) Planning, Common Stock
“It's pretty simple to realize that the phrase is a play on words. But, it's more than that. In order to understand, The Wright Way, you need to know the man behind the concept - Lannie Wright. Since the beginning of his time in the financial services...”
In Business Since 2001
Serving Salinas Area
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Scholl & Company

Scholl & Company

“We would be honored to chat with you about your accounting, tax and finances whether personal or business. We offer a Free, No-Obligation consultation (at your place or ours). During our meeting we will discuss your concerns and questions and let you...”
In Business Since 2013
Serving Salinas Area
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Cynthia Healy: Stopping Financial Elder Abuse

Cynthia Healy: Stopping Financial Elder Abuse

In Business Since 2021
Accepts All Major Credit Cards
Serving Salinas Area
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Dabo Financial Group

Dabo Financial Group

Consultation, Consultations, Free Initial Consultations
Serving Salinas Area
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Harborlight Investments

Harborlight Investments

(8)
“He takes his role as a fiduciary very seriously and has never hesitated to advise what is best for our family, even when it has not been what is best for him and his business.”
In Business Since 2016
180 7th Ave Suite 204, Santa Cruz, CA
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Springwater Wealth Management

Springwater Wealth Management

“As FIDUCIARIES by law (under the 1940 Investment Advisers Act) and by credential (our advisors all hold the Certified Financial Planner™ designation), we have a duty to always act in the best interests of our clients.”
In Business Since 2013
Transparent Fees & Pricing
Free Initial Consultation
740 Front St #200, Santa Cruz, CA
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Natural Bridges Financial Advisors

Natural Bridges Financial Advisors

(3)
“It has been seven years since we retired, and, in spite of withdrawing my RMD and using some funds for home improvements, our investments are more than twice what we had when we first met with Chris.”
In Business Since 2008
Transparent Fees & Pricing
627 Center St, Santa Cruz, CA
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Patricia A. Beckwith, CPA

Patricia A. Beckwith, CPA

(5)
Tax Planning & Preparation, Small Business Consulting, Individual Returns
“She's also helping me clean up my business books and has supported our business as it's evolved from sole proprietorship to Corporation, all while being incredibly approachable.”
In Business Since 2002
Transparent Fees & Pricing
Serving Salinas Area
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Kristi Ellington Financial

Kristi Ellington Financial

“Kristi brings with her a passion for helping people and a love of everything financial, and it is with great expectations that she greets each day, excited to discover new opportunities to help people. Kristi is fanatical about keeping up with the co...”
In Business Since 2013
Licensed
Family Business
8343 Church St, Gilroy, CA
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Quintes | Securing Retirement Outcomes

Quintes | Securing Retirement Outcomes

Engage With Quintes, Administrative Services, Advisor Services
“Your employees are your team. The team that works side-by-side to help achieve goals and grow an enterprise. Like you, they value a trusted partner who can secure tomorrow, while their energy and your resources are focused on building for today. A pa...”
In Business Since 2003
1961 Main St #151, Watsonville, CA
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Retirement Planning and Investment Management Services in Salinas, CA Cost Estimates

Minimum cost
$1205
Maximum cost
$10238
National Average
$3614
Avg Per Hour Rates
$362
$2409
$6625
Fair price range is based on 464 cost profiles
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Average Cost $3614
Minimum cost $1205
Maximum cost $10238
Avg Per Hour Rates $362

Fair range $2409 to $6625 is based on 464 cost profiles.

Why these companies made our list

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