Laurels

Best Financial Advisors in Salinas
2022

We scored 40 Financial Advisors in Salinas and Picked the Top 4

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Here are the Picks:

Belville Financial Advisors

Belville Financial Advisors

  • Certified Financial Planner (CFP)

Belville Financial Advisors is a firm that assists individuals and families in and around Salinas with financial planning and investment management. The company offers a wide range of investment products, which includes mutual funds, bonds, stocks, exchange-traded funds, and annuities. It also handles retirement strategies, tax considerations, and estate conservation. Other services include long-term care and life insurance policies. Belville Financial Advisors is owned by Dorothy Belville, who has been in the financial planning business since 1979.

30 Ryan Court
Monterey, CA 93940

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Hastie Financial Group

Hastie Financial Group

  • Private Wealth Advisor
  • Retirement Planning

Hastie Financial Group is a privately held independent investment advisory firm. It serves individuals and businesses in Salinas and the nearby metros. With over 40 years of combined experience, its financial advisors create and keep customized plans to strategically meet the clients' needs and goals. The firm offers comprehensive financial planning, investment management, and retirement plan design. Hastie Financial Group keeps involved in the community through the Salinas Valley Memorial Hospital Foundation and Community Human Services.

307 Main Street
Salinas, CA 93901

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Integris Wealth Management

Integris Wealth Management

  • Certified Financial Planner (CFP)

Founded in 1997, Integris Wealth Management assists in improving the financial lives of clients in Salinas and the surrounding areas. Its team of financial advisors works with individuals, families, businesses, and non-profit organizations in preserving and growing their wealth through investment management, insurance and real estate evaluation, and debt and legacy planning. The firm's partner and advisor, Allison Barrientos, is a certified public accountant committed to delivering financial and investment planning solutions.

435 Washington Street
Monterey, CA 93940

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Monterey Private Wealth

Monterey Private Wealth

  • Certified Financial Planner (CFP)

Monterey Private Wealth is an independent Registered Investment Advisor catering to individuals, families, and foundations in Salinas. It provides advanced wealth management and financial planning services, including tax, estate, and retirement planning. With more than 75 years of combined experience, its staff assists clients in understanding their financial situations and investment objectives. The company has been featured on CNBC, Reuters, The Monterey County Herald, The Wall Street Journal, and Yahoo! Finance.

2340 Garden Road
Monterey, CA 93940

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

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