Monterey Bay Wealth Management

Integris Wealth Management, established in 1997 in Monterey, CA, is a trusted ally in the wealth management industry, dedicated to prioritizing clients' needs as their own. Committed to ethical practices, Integris operates as a 100% fee-only fiduciary, ensuring unbiased financial guidance and a team-based approach to managing assets. With a focus on doing the right thing, Integris integrates advice from clients' other trusted advisors to create comprehensive financial plans tailored to individual needs. Their meticulous approach, experienced team, and dedication to building relationships provide clients with peace of mind and a personalized financial strategy.Generated from the website

Peter J Tansill, CPA is a certified public accountant located in Pacific Grove, CA, offering a comprehensive range of services to individuals and businesses across various industries. With a focus on financial planning, their website provides a collection of calculators and access to an archive of IRS forms and publications, ensuring clients have the necessary tools to navigate their financial matters effectively.Generated from the website

Serendipity Securities is dedicated to helping individuals uncover the hidden treasures of financial wellness and money confidence. They believe that life holds remarkable opportunities just waiting to be discovered. With a focus on guiding clients towards a secure financial future, Serendipity Securities aims to empower individuals to navigate the complexities of personal finance with ease and confidence. Generated from their website's infomation