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Legal and Financial Services


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1st Capital Bank
470 Tyler St
Monterey, CA 93940
   
Phone: (831) 264-4070 or (831) 540-4096
Fax: (831) 264-4001
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John Danelon & Felicia P. Kausin
Description:
1st Capital Bank, Monterey County's newest, independent, locally-owned and managed financial institution. …1st Capital Bank "Your 1st Choice in Community Banking"

See Also - Banks
Home Loans & Mortgage Services


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BBR LLP, CPA
100 Clocktower Place, Ste. 120
Carmel, CA 93923
   
Phone: (831) 625-5111
Fax: (831) 625-9308
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James Rotter, CPA
Description:
Accounting & tax services; businesses, individuals, estates, trusts, audits, non-profit, government agencies; elder care financial services, planning, validations.

See Also - Accountants


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Chase
26378 Carmel Rancho Blvd
Carmel, CA 93923
   
Phone: (831) 624-8225
Fax: (831) 624-3828
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Catherine Hodges, Financial Cntr Mgr/VP
Description:
Serving your banking needs in Carmel for over 50 years. Great value and friendly service for everyone.

See Also - Banks


Comerica Bank
Dolores btwn 7th & 8th
P.O. Box 6268
Carmel, CA 93921
   
Phone: (831) 624-3367
Fax: (831) 624-8168
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Jude Callis, Manager/Assistant. VP
Description:
Comerica Bank continues its proud & rich tradition of providing outstanding customer service to the businesses & residents of the Carmel area for over 25 yrs.

See Also - Banks


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Doolittle & Ganos Investment Counsel, LLC
100 Clock Tower Place, Suite 210
P.O. Box 221610
Carmel, CA 93922
   
Phone: (831) 624-3317
Fax: (831) 624-0620
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Todd C. Ganos
Description:
Professional independent investment management for high net worth individuals, retirement plans & non-profit organizations on a fee basis only for over 30 yrs.

See Also - Investment Advisory Services


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First National Bank of Central California
26380 Carmel Rancho Lane
P.O. Box 222017
Carmel, CA 93922
   
Phone: (831) 626-5080 or (831) 626-5086
Fax: (831) 626-2925
Demi Briscoe, Branch Manager
Description:
Committed to providing the highest quality in personal & business banking services. Small business loan specialist.

See Also - Banks


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Hayashi & Wayland Accounting & Consulting, LLP
26465 Carmel Rancho Blvd #1
Carmel, CA 93923
   
Phone: (831) 624-5333
Fax: (831) 626-9113
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David Sandys
Description:
Hayashi & Wayland offers services in taxation, audit, estate planning, retirement plan administration, IT & business consulting.

See Also - Accountants


Heisinger, Buck & Morris, Attorneys At Law
North West Corner of Dolores & 6th St.
PO Box 5427
Carmel, CA 93921
   
Phone: (831) 624-3891
Fax: (831) 625-0145
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Jim Heisinger
Description:
Business organization and transactions; employment law; real property and land use; estate planning and estate administration; elder law.

See Also - Attorney


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Ira B. Marshall, RIA
2150 Lilac Lane
Morgan Hill, CA 95037
   
Phone: (408) 779-4049
Fax: (408) 779-7191
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Ira B. Marshall
Description:
Through a creative approach to financial and goal analysis, a new architecture for thinking, planning and achieving will allow clients to realize "life planning with a heart."

See Also - Financial Planner


Kahlow Bookkeeping Services
Dolores btwn 5th & 6th, Su Vecino Court
PO Box 5062
Carmel, CA 93921
   
Phone: (831) 624-4426 or (831) 646-9933
Fax: (831) 624-2421
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Jill Kahlow
Description:
Bookkeeping services for personal and business, your office or ours. A/P, A/R, G/L, P/R, financial statements, accounting software training. Notary Public.

See Also - Bookkeeping


Monterey County Bank
PO Box 1309
Monterey, CA 93942
   
Phone: (831) 649-4600
Fax: (831) 642-6075
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Charles T. Chrietzberg Jr., President
Description:
Oldest locally owned & managed community bank in Monterey Co. SBA loans (#1 in the County), commercial & construction lending & outstanding merchant card services.

See Also - Banks
Merchant Services


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Monterey Credit Union
26135 Carmel Rancho Blvd.
P.O. Box 3288
Monterey, CA 93942
   
Phone: (831) 647-1000
Fax: (831) 647-1290
J. Stewart Fuller
Description:
Membership is available to anyone who lives or works in Monterey, Santa Cruz, San Luis Obispo & San Benito, Santa Clara Counties. Let our style-of-banking improve your style-of-life. It's time!

See Also - Banks


Rose Law Office
P.O. Box 6516
Carmel, CA 93921
   
Phone: (831) 624-3228
Fax: (831) 649-5550
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Gerard Rose
Description:
Specializing in business litigation, including real estate, land use, construction, unfair trade practices and employment disputes.

See Also - Attorney


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Tostevin Accountancy Corporation
877 Pacific, Ste. 300
P.O. Box 389
Monterey, CA 93940
   
Phone: (831) 372-7348
Fax: (831) 375-7512
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J. Breck Tostevin
Description:
Accounting services including complete tax services, trusts & estates, court accounting, business valuations and more.

See Also - Accountants


US Merchant Systems
PO Box 4901
Carmel, CA 93921
   
Phone: (866) 966-6777
Fax: (831) 624-3073
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Dustin Moore
Description:
Industry leader in merchant services since 1992. Offering an exclusive pricing package for all chamber members. The official processor of the "Carmel Card".

See Also - Merchant Services
Gift Card Services


Wells Fargo Bank
San Carlos & Ocean
P.O. Box 1000
Carmel, CA 93921
   
Phone: (831) 624-5302
Fax: (831) 624-0878
Lesley Miller
Description:
Since 1852, serving Carmel since 1930. A full service bank committed to our customer's needs.

See Also - Banks


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Wells Fargo Home Mortgage
26619 Carmel Center Place, #101
Carmel, CA 93923
   
Phone: (831) 622-8464
Fax: (831) 622-8473
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Liam Doust
Description:
As the nations leading institution for home financing, Wells Fargo Home Mortgage is committed to serving the needs of Carmel and the Monterey Peninsula.

See Also - Loan & Mortgage Services


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Wulff Hansen & Co.
351 California St. Ste 1000
San Francisco, CA 94104
   
Phone: (415) 421-8900
Fax:
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Laurence Krueger
Description:
Founded in 1931, we specialize in tax free investments. We provide in depth advice, special expertise and an uncommon level of personalized service.

See Also - Investment Advisory Services



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