Best Financial Advisors in Salinas, CA

“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...”

“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...”

“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.”

“This was my first time going to AJ Houston for tax returns and they were very helpful.”

“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.”

“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.”

“Estate Planning Retirement Planning Insurance Planning Financial Planning”

“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.”

“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. ...”

“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...”

“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.”

“The entire team at NBFA is blindingly competent, affable and always available to answer questions and provide information.”

“Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we're here to provide you with personalized financial...”

“He is not only extremely knowledgeable about tax law, especially in this time of new tax laws being created, but he has always been readily available to us to answer questions and is never stingy with his time.”

“Ohana Wealth Management is the best resource for retirement, estate, and financial freedom.”

“He de-mystified the college financial aide process, and took a lot of the stress out of what would have otherwise been a very stressful process.”