3 Best Financial Services in Salinas, CA

David Jenkins is a Certified Military Financial Advisor at Ameriprise Financial Services, LLC. He takes the time to comprehend his client's objectives and the ever-evolving market, allowing him to assist them in concentrating confidently on the future. David provides investment recommendations, asset allocation, and portfolio suggestions corresponding to his client's unique goals and risk tolerance. His primary emphasis is to assist clients in achieving their financial aspirations. Ameriprise Financial Services, LLC advisors offer customized advice to clients based on their distinct financial needs and objectives. They are committed to helping clients remain on track today to accomplish their goals in the future. They document clients' goals, schedule regular evaluations to assess their progress, evaluate their performance, and adjust their approach as necessary in response to life changes. Contact them today for tailored financial advice that suits your needs and goals.

Karen Hagman is a financial advisor at Edward Jones who advocates for a long-term approach to investing, which is essential for creating and preserving your financial future. Karen collaborates with clients to design practical plans that align with their objectives, whether they are preparing for retirement or saving for their children's or grandchildren's college education. At Edward Jones, they value the significance of face-to-face conversations to fully understand their client's financial goals. With the assistance of their investment strategists and analysts, they propose investments with a proven track record of success over time. They help clients prepare for retirement, conduct portfolio reviews, and provide general financial guidance to ensure a smooth transition into their new life stage. Contact Edward Jones today to receive tailor-made solutions for your financial objectives.

Hastie Financial Group is a premier financial services provider located in Salinas. They have a team with more than 40 years of combined industry experience. Their services extend to businesses and individuals across the country. They follow a comprehensive process to manage your financial well-being and develop a customized long-term plan that caters to your unique requirements. Their approach comprises setting investment objectives, determining weightings for various asset classes, selecting specific investments, and adjusting portfolios as necessary. They recognize the significance of a well-designed investment program in achieving your financial objectives and can help you attain them. They work hand in hand with you throughout the entire process to create a customized strategy that addresses your organization's goals and the needs of the plan members. They also aid clients in crafting effective investment policy statements and provide an array of appropriate financial products.