About Monterey Financial Services

Monterey Financial Services is a Financial Service company, headquartered in Oceanside, with 11 - 50 employees and annual revenue of $5M - $20M.

Monterey has over 34 years of experience in creating customized financial solutions to optimize our clients' businesses through professional loan servicing, effective delinquent debt recovery, and innovative consumer finance solutions. Monterey seamlessly integrates into the sales cycles of business...

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Monterey Financial Services Company Highlights

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Phone Number

(760) 639-xxxx

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Corporate Office Address

4095 Avenida de la Plata
Oceanside, 92056

Industries Served

Financial Service

Number of Employees

11 - 50 Employees

Company Revenue

$5M - $20M

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Monterey Financial Services Org

Monterey Financial Services has 3 C-Level, 4 VP, 1 Director, 9 Manager, 4 Senior, and 23 Other employees.

Monterey Financial Services Decision Makers

  • CEOShaun Lucas

Monterey Financial Services's Tech Stack

All in One SEO
Bootstrap
Cloudflare
Google Analytics

Frequently Asked Questions About
Monterey Financial Services

FAQs

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Who is the CEO of Monterey Financial Services?

The CEO of Monterey Financial Services is Shaun Lucas. See full contact details  ›

How many senior employees does Monterey Financial Services have?

Monterey Financial Services has 21 senior employees that are typically used for decision making.

Who are the key decision makers at Monterey Financial Services?

Key decision makers at Monterey Financial Services include Shaun Lucas (CEO). See full contact details  ›

What technologies does Monterey Financial Services use?

Monterey Financial Services uses technologies including All in One SEO, Cloudflare, and HubSpot.

How do I contact Monterey Financial Services?

To contact Monterey Financial Services, visit montereyfinancial.com.

What companies are similar to Monterey Financial Services?

Companies similar to Monterey Financial Services include Lawyer's Title Company, Citywide Home Mortgage, and Farmers Insurance Kansas City HQ.

Where is Monterey Financial Services headquartered?

Monterey Financial Services is headquartered at 4095 Avenida de la Plata, Oceanside.

What is the main phone number for Monterey Financial Services?

The main phone number for Monterey Financial Services is (760) 639-xxxx.

What is the official website for Monterey Financial Services?

The official website for Monterey Financial Services is montereyfinancial.com.

What is the annual revenue of Monterey Financial Services?

The annual revenue of Monterey Financial Services is $5M - $20M.

How many employees does Monterey Financial Services have?

Monterey Financial Services has 11 - 50 employees.

What industry is Monterey Financial Services in?

Monterey Financial Services is in the Financial Service industry.

Last updated: May 28, 2025

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