Best Financial Services in Salinas

Knapp Financial Group, LLC specializes in creating an approach that is designed to address your situation. Their firm is committed to helping people just like their clients to develop solutions for their retirement assets. They work closely with their clients to evaluate those opportunities to get in a position to benefit from changing conditions. They work diligently to develop a program that carefully balances investment strategies with preserving principal. They believe their teamwork approach adds a broader perspective to all they do and provides increased benefits to their clients. They enjoy helping people put their financial house on a solid foundation for the future.

Hastie Financial Group is one of the best financial services located in Salinas. They go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. Their approach encompasses setting investment objectives, establishing weightings for various asset classes, choosing specific investments, and making portfolio adjustments as circumstances dictate. They help their clients to draft an effective investment policy statement and make sure that you can offer a range of suitable products.

John Castaneda is a financial advisor at Ameriprise Financial, Inc. They provide investment, asset allocation, and portfolio recommendations based on your individual goals and personal risk tolerance. Their focus is to help clients achieve their financial goals and feel confident, connected, and control their economic life. They can help their clients to achieve their financial goals and adjust to whatever life brings. They offer personalized financial advice based on your goals and an upfront overview of costs.