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Monterey Financial Services

Monterey Financial Services Email Formats

Financial ServicesFlag of USOceanside, California, United States51-100 Employees

Monterey Financial Services Email Formats

Monterey Financial Services uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@montereyfinancial.com), used 72.1% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@montereyfinancial.com
72.1%
{first name}{last name}
johndoe@montereyfinancial.com
25.6%
{last name}{last name}
doedoe@montereyfinancial.com
2.3%

Key Contacts at Monterey Financial Services

Flag of US

Kevin Weiss

Ceo

Flag of US

Kathy Steinke

Owner

Company overview

Headquarters4095 Avenida De La Plata, Oceanside, CA 92056, US
Phone number+18773996374
Website
NAICS52
SIC732
Keywords
Business Growth, Payments, Finance, Debt Collection, Fintech, Loan Servicing, Consumer Financing, Back-Up Servicing, Point Of Sale Financing, Service Financing, Sub-Prime, Receivable Purchasing, Non-Prime, B2C Financing, Low Monthly Payments, Embedded Financing
Founded1990
Employees51-100
Socials

About Monterey Financial Services

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.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry
Manager
Senior

Employees by Department

Monterey Financial Services has 22 employees across 7 departments.

Departments

Number of employees

Funding Data

Explore Monterey Financial Services's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2021-08-2912$13,600,000

Funding Insights

$13,600,000

Total funding amount

$13,600,000

Most recent funding amount

1

Number of funding rounds

Monterey Financial Services Tech Stack

Discover the technologies and tools that power Monterey Financial Services's digital infrastructure, from frameworks to analytics platforms.

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

Windows Server

Windows Server

Operating systems

Google Tag Manager

Google Tag Manager

Tag managers

IIS

IIS

Web servers

HubSpot

HubSpot

Marketing automation

Bootstrap

Bootstrap

UI frameworks

Microsoft ASP.NET

Microsoft ASP.NET

Web frameworks

Google Analytics

Google Analytics

Analytics

RSS

RSS

Miscellaneous

Google Font API

Google Font API

Font scripts

Frequently asked questions

Monterey Financial Services is located in Oceanside, California, US.
You can reach Monterey Financial Services at +18773996374.
Monterey Financial Services was founded in 1990, making it 36 years old. The company has established itself as a significant player in its industry over this time.
Monterey Financial Services has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.
Monterey Financial Services has raised a total of $13,600,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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