3 Best Financial Services in Salinas, CA

Expert-recommended Top 3 Financial Services in Salinas, California. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Yolanda's Tax & Financial Services, LLC - Salinas, CA Financial Services - Company Logo
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YOLANDA'S TAX & FINANCIAL SERVICES, LLC

1164 Monroe Street, Unit 2,
Salinas, CA 93906 Directions

Since 1996

Specialty:

Financial Services Tax Preparation Services Life Insurance Estate Planning Wills Living Trusts Succession Planning Business Planning Legacy Planning Special Needs Planning Advanced Tax Planning Medicaid Planning

2026 Highlights: Yolanda's Tax & Financial Services, LLC provides clients with customized solutions diligently. Carlos Rodezno is the owner of Yolanda's Tax & Financial Services, LLC. He has worked for the Monterey County Office of Education before he became a licensed financial services broker and realtor. Their team of tax professionals continue to provide their existing and new clients with the most up to date information and advice to manage, plan, and prepare when making the best financial decisions. They have served more than 2500 clients. They offer Free consultation.

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License #OK06898

Contact:

TBR® Inspection Report:

3+ YEARS IN TBR
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KAREN HAGMAN

EDWARD JONES
201 Monterey Salinas Highway, Suite A,
Salinas, CA 93908 Directions

Since 2016

Specialty:

Wealth Strategies Retirement Savings Strategies Retirement Income Strategies Portfolio Reviews Estate Legacy Strategies

"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.

2026 Highlights: Karen Hagman also holds CERTIFIED FINANCIAL PLANNER®(CFP®) Credential."

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License CRD #6731171

Price:

Annual Program Fee Upto 1.35%
Annual Platform Fee Upto 0.05%
Annual SMA Manager Fees Upto 0.45%

Contact:

(831) 444-7706

Mon-Thu: 8:30am - 5pm
Fri: 8:30am - 3pm
Sat: By Appointment
Sun: Closed

TBR® Inspection Report:

3+ YEARS IN TBR
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DAVID JENKINS

AMERIPRISE FINANCIAL SERVICES, LLC
1611 Bunker Hill Way, Suite 140,
Salinas, CA 93906 Directions

Since 2021

Specialty:

Wealth Preservation Strategies Estate Planning Strategies Intergenerational Planning Tax Planning Strategies Investment Management Military Financial Planning Financial Advice Investments and Solutions Cash Management Solutions Annuity Solutions Investment Advisory Solutions Small Business Planning Multigenerational Planning Strategies

"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.

2026 Highlights: David Jenkins was recognized as Salinas Valley Financial Services, Ameriprise Client Experience Award from 2022 to 2025."

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License #0D02896

Price:

Annual Fee 0.15% For Assets Upto $999,999
Annual Fee 0.12% For Assets
From $1,000,000
Upto $1,999,999
Annual Fee 0.09% For Assets
From $2,000,000
Upto $3,999,999
Annual Fee 0.09% For Assets Over $4,000,000

Contact:

(831) 975-5454

Mon-Fri: 7:30am - 4pm
Sat & Sun: Closed

TBR® Inspection Report: