Best Financial Advisors in Salinas, CA
The highest-rated Financial Planning & Wealth Management companies out of 109 vetted & reviewed in the Salinas area.
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“I have the pleasure of working with Rudy as my retirement plan advisor for the past couple of years.”
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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...”
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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...”
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Hayashi Wayland
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.”
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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.”
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John D. Laughton, A Professional Law Corporation
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.”
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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 ...”
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Central Coast Financial Management
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.”
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Integris Wealth Management
“Estate Planning Retirement Planning Insurance Planning Financial Planning”
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AJ Houston Financial Services
“This was my first time going to AJ Houston for tax returns and they were very helpful.”
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Grace & Associates
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.”
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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...”
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Evanson Asset Management
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Christian Wealth Management
“Michael knows what he is doing and is an all around great guy.”
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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...”
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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...”
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Cynthia Healy: Stopping Financial Elder Abuse
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Dabo Financial Group
Consultation, Consultations, Free Initial Consultations
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Harborlight Investments
“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.”
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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.”
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Natural Bridges Financial Advisors
“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.”
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Patricia A. Beckwith, CPA
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.”
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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...”
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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...”
Retirement Planning and Investment Management Services in Salinas, CA Cost Estimates
Why these companies made our list
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