Best Financial Advisors in Salinas, CA

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

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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Teachers Retirement Solutions

Teachers Retirement Solutions

(1)
“Most definitely will recommend him to my family members and friends.”
In Business Since 2017
NPN# 18627820
14 Maple St, 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
820 Park Row #684, 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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Audrey Stevens Bookkeeping & Accounting

Audrey Stevens Bookkeeping & Accounting

1770 Donner Cir, Salinas, CA
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Chicago Title: Mick Goodenough

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...”
In Business Since 2018
50 Winham St, Salinas, CA
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Fitzpatrick Professional Accountancy

Fitzpatrick Professional Accountancy

(1)
Services For Individuals, Business Services, Industries
“Bill is amazing!!!”
In Business Since 2014
Licensed, BBB Rating: A+
Free Initial Consultation
Transparent Fees & Pricing
Serving Salinas Area
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John D. Laughton, A Professional Law Corporation

John D. Laughton, A Professional Law Corporation

(9)
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 1980
Licensed, BBB Rating: A+
Family Business
Accepts All Major Credit Cards
Serving Salinas Area
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Monterey Private Wealth

Monterey Private Wealth

(1)
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.”
In Business Since 1999
Accepts Cash
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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Rand, Williams & Associates

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.”
In Business Since 2011
LLC Certified
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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Ward Accountancy

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...”
In Business Since 2005
Transparent Fees & Pricing
Free Initial Consultation
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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Dabo Financial Group

Dabo Financial Group

Consultation, Consultations, Free Initial Consultations
Serving Salinas Area
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Darius Livian, Nmls #255341, Primelending

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. ...”
In Business Since 1997
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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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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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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Patricia A. Beckwith, CPA

Patricia A. Beckwith, CPA

(6)
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.”
In Business Since 2002
Transparent Fees & Pricing
Serving Salinas Area
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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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