About Monterey Financial

Empowering businesses to optimize revenue through comprehensive financing solutions.

Monterey was founded by Bob and Kathi Steinke in 1989 to help businesses unlock revenue through alternative financing options. Over time, Monterey added a variety of products and services to serve the evolving needs of our clients, from purchasing receivables outright to offering loan servicing and recovery solutions as standalone services.

Our Core values

----- Lead with Performance -----

Exceed client and consumer expectations to help them achieve their goals

----- Teamwork, always -----

Achieve more through collaboration with our employees, customers, and clients

----- Be Responsible -----

Commitment to compliance and doing things with honesty and integrity

----- Grow Together -----

Provide opportunities for clients, employees, and Monterey to grow and reach their maximum potential

© 2025 Monterey Financial Services, LLC