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Banking, Finance and Insurance

Allaire Insurance Agency: Since 1947 for your personal & commercial insurance needs.

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
Bryan epps

Epps Insurance Services: Insurance with a heart: Blue Cross / Blue Shield Health, Life, Long Term Care, Annuities, Retirement Planning, S & P Indexing.

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:

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:

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

Matt Bosworth, Rabobank:

  • 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.

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