3 Best Financial Services in Salinas, CA

“Karen Hagman is a financial advisor at Edward Jones. She is an Accredited Asset Management Specialist™ and completed her graduation from Cal State Univ-Monterey with a Bachelor of Science. With their years of experience, Karen Hagman, along with investment strategists and analysts, recommends investments that will perform well over time. Whether you are planning to retire or saving for your children's or grandchildren's college, she can work with you to develop practical plans to help you achieve your objectives. She believes that the best way to build and preserve your financial future is with a long-term approach to investing. Edward Jones is an investment firm that understands your financial goals deserve a face-to-face conversation. They can help you develop a complete, tailored strategy to help you reach your financial aims.”

“David Jenkins is a financial advisor at Ameriprise Financial, Inc. He holds CIMA® Certified Investment Management Analyst®, CMFA® Certified Military Financial Advisor, and Series 7, 9, 10, 31 & 66 certifications and licenses. He is a Certified Military Financial Advisor. David Jenkins will take the time to understand you and your goals, as well as those changing markets. As a result, he can help you confidently focus on the future. Ameriprise Financial, Inc provides investment, asset allocation, and portfolio recommendations based on your individual goals and personal risk tolerance, and their focus is to help clients achieve their financial goals. In addition, Ameriprise Financial advisors offer advice based on your financial needs and goals. They are here to help you stay focused today to reach your goals tomorrow.”

“Doug Gutshall became a Primerica Financial Representative to help their neighbors achieve their financial and life goals through personalized investment strategies. Their top priority is to create value and peace of mind for their clients. They pride themselves on delivering excellent customer service to everyone who enters their office. Primerica aims to treat each customer with respect and integrity, just as they would want to be treated. Whether interested in financial services, investment services, or term life insurance, they can help you find financial solutions that meet your needs. Their team assists everyone, from those just starting on their investment journey to those already in retirement.”