Financial Planning / Banking

We help small business owners understand the state of their business so they can make smart decision to minimize their taxes and maximize their revenue.

Gavande & Company, Legacy-Driven Capital Solutions offers mortgage, wealth management and insurance services, using a disciplined approach to financial stewardship, which shapes the consideration of mortgage, investment, and risk-related decisions.

McFarland Associates is a California Corporation of financial planning professionals dedicated to developing coordinated plans that are specifically tailored to help its clients achieve individual goals and objectives.

Monterey Credit Union is a non-profit, full-service cooperative financial institution owned and directed by its members. Their website showcases the CU's features, as well as offers secure login ability to view accounts and other personalized banking information.