Best Financial Advisors in Salinas

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Belville Financial Advisors logo
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Belville Financial Advisors

30 Ryan Court, Monterey, CA 93940
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  • Certified Financial Planner (CFP)

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
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Belville Financial Advisors

Hastie Financial Group logo
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Hastie Financial Group

307 Main Street, Salinas, CA 93901
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  • Private Wealth Advisor
  • Retirement Planning

Business Description

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Friendliness
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Hastie Financial Group

Integris Wealth Management logo
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Integris Wealth Management

435 Washington Street, Monterey, CA 93940
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  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

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.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Integris Wealth Management

Monterey Private Wealth logo
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Monterey Private Wealth

2340 Garden Road, Monterey, CA 93940
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  • Certified Financial Planner (CFP)

Business Description

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.

Reputation:

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.
5.0
Facebook
5.0 / 5 (3)
Google
5.0 / 5 (1)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Visit Website

Monterey Private Wealth

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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