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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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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Teachers Retirement Solutions
“Most definitely will recommend him to my family members and friends.”
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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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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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Audrey Stevens Bookkeeping & Accounting
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Chicago Title: Mick Goodenough
“*The statements made on this web page and any page that follows within the Chicago Title website are not intended, and shall not be construed to expressly or impliedly issue or deliver any form of written guaranty, affirmation, indemnification, or ce...”
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Fitzpatrick Professional Accountancy
Services For Individuals, Business Services, Industries
“Bill is amazing!!!”
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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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Monterey Private Wealth
What We Do
“My aunt and uncle used Cris' services for years and he developed an excellent relationship with them, something that wasn't always easy to do, as they could be prickly and difficult.”
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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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Rand, Williams & Associates
“As CERTIFIED FINANCIAL PLANNER™ professionals, we are prepared to address all areas within the discipline: cash flow, insurance/risk management, tax, retirement, college and estate 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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Ward Accountancy
Accounting Services, Estate & Trust Tax Services, Trustee and Executor Services
“Small business owners spend an average of eight hours a month performing payroll functions. That's 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customer...”
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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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Dabo Financial Group
Consultation, Consultations, Free Initial Consultations
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Darius Livian, Nmls #255341, Primelending
“At PrimeLending, we believe people make the difference. When you call us, we'll connect you with one of our 2,500 dedicated loan experts who can answer any questions you have and help you decide which of our 400 loan options is the best fit for you. ...”
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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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Cynthia Healy: Stopping Financial Elder Abuse
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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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Patricia A. Beckwith, CPA
Tax Planning & Preparation, Small Business Consulting, Tax Resolution Services
“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.”
Retirement Planning and Investment Management Services in Salinas, CA Cost Estimates
Why these companies made our list
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