Monterey Financial Services Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Monterey has over 35 years of experience in creating customized financial solutions to optimize our clients' businesses. Monterey helps businesses large and small through buying receivables to offer cash now, as well as professional loan servicing for both performing and non-performing loans. Monterey seamlessly integrates into the sales cycles of your business, enabling you to offer financing for your products or services directly at the point of sale.
 
Our mission at Monterey is to empower businesses by optimizing their sales, growth, and cash recovery. Our high approval rates for both prime and non-prime consumers allow us to offer low monthly payment options, expanding your business to a broader customer base, especially those who are underserved.
 
Are you already financing your consumers? Let Monterey's professionals manage your current and delinquent receivable accounts, freeing you to focus on the more dynamic aspects of your business. As a purchaser of consumer receivables, we also help businesses gain flexibility by acquiring their existing consumer receivable portfolios.
 
Additionally, as a registered broker, we offer opportunities for long-term residual commissions through referrals to Monterey. Connect with us to discover more about how Monterey can assist you in achieving your financial objectives.

Find Monterey Financial Services employees' phone numbers or email addresses

Monterey Financial Services Global Highlights

Location
Employees

North America
57

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  • United States Of America
    57

South America
1

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  • Colombia
    1

Monterey Financial Services's Leadership

  • Stylized image of a person
    B. D.
    Vice President Of Business Intelligence
    Phone icon
  • Stylized image of a person
    K. H.
    Owner
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  • Stylized image of a person
    J. D.
    Nuclear Power & Management Consultant
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  • Stylized image of a person
    C. H.
    Member
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Contact profiles from Monterey Financial Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. H.
    Owner
    Phone icon
    United StatesFlorida
    Oct 17, 2025
  • Stylized image of a person
    B. D.
    Vice President Of Business Intelligence
    Phone icon
    United States
    Oct 18, 2025
  • Stylized image of a person
    J. D.
    Nuclear Power & Management Consultant
    Phone icon
    United StatesSouth Carolina
    Oct 21, 2025
  • Stylized image of a person
    C. H.
    Member
    Phone icon
    United States
    Nov 14, 2025

Frequently Asked Questions

What is Monterey Financial Services known for?

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Monterey Financial Services was founded in 1990 operates in the Financial Services industry. Explore Monterey Financial Services's company overview page for more information.

What is Monterey Financial Services's most common email format?

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Monterey Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Monterey Financial Services email formats with LeadIQ.

How many employees does Monterey Financial Services have currently?

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Monterey Financial Services has approximately 57 employees as of December 2025. These team members are located across 2 continents, including North AmericaSouth America.

Who are Monterey Financial Services's key employees and leadership?

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As of December 2025, Monterey Financial Services's key employees include:

  • Vice President Of Business Intelligence: B. D.
  • Owner: K. H.
  • Nuclear Power & Management Consultant: J. D.
  • Member: C. H.

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