Monterey Financial Services, Inc.
Financial ServicesCalifornia, United States51-200 Employees
Monterey Financial Services is a Financial Services company located in P.O. Box 4658, Carlsbad, California, United States.
Market Positioning Monterey Financial Services operates as a notable player within the specialty financial services sector, with a revenue range of 10 to 25 million dollars, indicating substantial market engagement and potential for expanding financial product offerings or partnerships.
Recent Growth Initiatives The company's launch of an Enhanced Broker Program and recent leadership appointment suggest an active strategy to expand its broker network and strengthen market presence, providing opportunities to offer supporting technology solutions or value-added services.
Recognition & Culture Recognition as one of the Best Places to Work in Collections and community partnerships reflect a strong corporate culture, making Monterey Financial an attractive partner for employee engagement tools, corporate social responsibility programs, or industry-led initiatives.
Technology Usage Utilizing a modern tech stack including PHP, MySQL, and Bootstrap indicates an investment in scalable, web-based solutions, opening avenues to introduce advanced analytics, cybersecurity services, or custom software enhancements tailored to their operations.
Growth & Acquisition The recent acquisition of Continental Central Credit signifies ongoing expansion efforts, highlighting opportunities to provide integrated financial solutions, portfolio management tools, or merger support services to facilitate further growth.
Monterey Financial Services, Inc. uses 8 technology products and services including MySQL, Font Awesome, jQuery UI, and more. Explore Monterey Financial Services, Inc.'s tech stack below.
| Monterey Financial Services, Inc. Email Formats | Percentage |
| FLast@montereyfinancial.com | 48% |
| Last@montereyfinancial.com | 3% |
| First_Last@montereyfinancial.com | 1% |
| FLast@montereyfinancial.com | 48% |
Financial ServicesCalifornia, United States51-200 Employees
Monterey Financial Services is a Financial Services company located in P.O. Box 4658, Carlsbad, California, United States.
Monterey Financial Services, Inc.'s revenue is estimated to be in the range of $10M$25M
Monterey Financial Services, Inc.'s revenue is estimated to be in the range of $10M$25M