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Andresen & Associates, a prominent wealth management firm in Salinas, CA, has been investing in Monterey County for over 30 years. Originally established to oversee the financial affairs of local farmers and ranchers, the firm has evolved under two generations of leadership to provide comprehensive financial advising services to clients throughout the region. With a strong focus on legacy estate planning, retirement strategies, and catering to the unique needs of doctors, Andresen & Associates offers personalized solutions tailored to each client's goals and objectives. Their team, led by founder and CEO Pete Andresen, along with junior partner Eric Andresen and client advocate Karen Andresen, is dedicated to helping individuals and families preserve and grow their wealth for future generations.Generated from the website

Belville Financial Advisors a Registered Investment Advisor began business in 1979. Approximately, 25% of our clients have been with us for more than 20 years. We are located in Monterey, CA.We specialize in large IRA rollovers as well as personal investments. Our minimum account size for assets to manage in the fee program is $750, 000.00.We pride ourselves in limiting the number of clients we work with so we can give everyone the attention they deserve. Each portfolio is individually designed by Dorothy Belville based on the client's risk tolerance, income needs, other assets and time horizon.

Evanson Asset Management is a boutique financial firm based in Monterey, CA, specializing in personalized wealth management services for high-net-worth individuals and families. With a focus on long-term financial planning and investment strategies, Evanson Asset Management aims to help clients achieve their financial goals and secure their financial future. Generated from their business information