
Banking, Finance and Insurance
Allaire Insurance Agency: Since 1947 for your personal & commercial insurance needs.
- Tel: (831) 622-8305
- Fax: (831) 622-8307
- Email: allaireins@redshift.com
- 401 Mid Valley Center, Carmel, CA 93923
Alllstate Insurance: Insurance and Financial Services - Lic. 0C40769
- Tel: (831) 373-2791
- Fax: (831) 655-2167
- Email: cthom@cs.com
- 2250 N. Fremont Street, Monterey, CA 93940
Cal Fed Bank: Community Bank / Checking & Savings Accounts/Business Loans/Home Loans/ Home Equity Loans
- Tel: (831) 624-8258
- Fax: (831) 624-0584
- Email: ddolley@calfed.com
- 26135 Carmel Ranch Blvd., Carmel, CA 93923
Carmel Insurance Agency: Family owned insurance brokerage.
- Tel: (831) 624-1234
- Email: crmlins@mbay.net
- 7th & San Carlos - PO Box 6117, Carmel, CA 93921-6117
- Located in downtown Carmel
Community Bank: The area’s premier local bank, with 11 branches from King City to Gilroy to meet your financial needs.
- Tel: (831) 649-5010
- Fax: (831) 649-5018
- 599 Lighthouse Ave, Monterey 93940
Doolittle & Ganos Investment Counsel, LLC: Professional independent investment management of securities and cash equivalents. Compensation is on a fee basis and no investment products are sold.
- Tel: (831) 624-3317
- Fax: (831) 624-0620
- Email: wgdoolittle@aol.com
- 26335 Carmel Rancho Blvd. #2. Carmel, CA 93922
- PO Box 26335, Carmel, CA 93923
- 0.0 miles from Highway 1
Epps Insurance Services: Insurance with a heart: Blue Cross / Blue Shield Health, Life, Long Term Care, Annuities, Retirement Planning, S & P Indexing.
- Tel: (831) 659-2526
- Fax: (831) 659-4643
- Email: Bryan@EppsInsuranceServices.com
- 40 Ford Road Carmel Valley, CA 93924
First National Bank of Central California: Committed to providing the highest qualify in business and personal banking services. Small business loan specialist.
- Tel: (831) 658-4625
- Fax: (831) 646-8756
- Email: jeff.ellis@1stnational.com (Jeff Ellis, Vice President)
- 26380 Carmel Rancho Lane, Carmel, CA 93923
Sidney Slade, Slade, Gertz & Associates, C P As L L P:
- Tel: (831) 625-8740
- Fax: (831) 624-8785
- Email: sslade@carmelcpas.com
- PO Box 222539 Carmel, CA 93922
Kilzer Financial Group: Fee only financial advice - investment management - bookkeeping & bill paying services.
- Tel: (831) 624-7783
- Fax: (831) 624-9565
- Email: Kilzer@pacbell.net
- 26465 Carmel Rancho Blvd, Carmel, CA 93923
Tim Leveque Executive Vp, Monterey County Bank:
- Tel: (831) 649-4600, Ext 107
- Email: sleveque11@msn.com
- 601 Muras Av. Monterey, CA 93940
Monterey County Bank: The OLDEST, LOCALLY OWNED and managed community bank in Monterey County, celebrating 30 years of service in 2006. Branches are located primarily in the Monterey Peninsula area and serve all of Monterey County with Small Business Administration (SBA), mortgage and construction lending programs, and outstanding merchant card services.
- Tel: (831) 625-4300
- Fax: (831) 625-0801
- 3785 Via Nona Marie, Carmel, CA 93923
Monterey Credit Union: Fee only financial advice - investment management - bookkeeping & bill paying services.
- Tel: (831) 647-1000
- Fax: (831) 647-1290
- P.O. Box 3288, Monterey, CA 93942
- Tel: (831) 422-6642
- Fax: (831) 759-8593
- 301 Main St., Salinas, CA 93901
Anita Nasuto: Mortgage Loan and Lifestyle Finance.
- Tel: (831) 659-1717
- Fax: (831) 659-0717
- Email: nitaloan@hotmail.com
- P.0. Box 969, Carmel Valley 93924
Washington Mutual FA: Bank.
- Tel: (831) 625-1313
- Fax: (831) 624-1975
- • Email: washingtonmutual@wamu.com
- 27845 Berwick Drive, Carmel, CA 93923
- 6.1 miles from Highway 1
Wells Fargo Bank. N.A.: Full Service Bank.
- Tel: (831) 625-2088
- Fax: (831) 625-9840
- 26600 Carmel Center Place, Carmel, CA 93923
Wells Fargo Private Mortgage Banking: A financial services company with a comprehensive collection of products and services that serve customers at every stage of their financial lives.
- Shawn P. Quinn
- Wells Fargo Home Mortgage
- 26611 Carmel Center Place, Carmel, CA 93923
- Tel: (831) 236-4318
- Email: shawn.p.quinn@wellsfargo.com