The 30 Best Banker consulting in California

230 results found

U.S. Bank's Wealth Management Banker, Larissa Swalander, is a trusted financial professional located at 10995 Donner Pass Road in Truckee, California. With a focus on providing personalized financial solutions, Larissa helps clients achieve their wealth management goals. Whether it's retirement planning, investment strategies, or estate planning, Larissa is dedicated to helping clients navigate the complexities of the financial world. Visit U.S. Bank in Truckee to meet with Larissa and start building a solid financial future.

Welcome to Bankers Investment Counseling, your trusted partner in financial growth and security, conveniently located at 5550 Telegraph Road, Ventura, California. As a leading provider of banking and financial services, we are committed to offering personalized solutions tailored to meet your unique needs. Whether you're looking to manage your finances, invest for the future, or simply need access to ATM services, our team of experienced professionals is here to guide you every step of the way. At Bankers Investment Counseling, we prioritize your financial well-being, providing expert advice and innovative strategies to help you achieve your goals. Visit us today and discover how we can assist you in navigating the complexities of the financial world with confidence and ease.

Welcome to Kristen Fowler, Bankers Life Agent, your trusted insurance agency located in the heart of Camarillo, California. Conveniently situated at 5051 Verdugo Way, our agency is dedicated to providing personalized insurance solutions tailored to meet your unique needs. At Kristen Fowler, Bankers Life Agent, we specialize in offering a comprehensive range of insurance products, including life insurance, health insurance, long-term care insurance, and retirement planning. With a commitment to delivering exceptional customer service, we take the time to understand your individual circumstances and financial goals, ensuring that you receive the best possible guidance and support.

Welcome to Leonor Saura, Bankers Life Agent, your trusted insurance agency located in the heart of Camarillo, California. Conveniently situated at 5051 Verdugo Way, our agency is dedicated to providing personalized insurance solutions tailored to meet your unique needs. At Leonor Saura, we specialize in a wide range of insurance products, including life insurance, health insurance, annuities, and retirement planning. Our commitment is to help you secure a financially stable future for you and your loved ones, offering peace of mind through comprehensive coverage options.

Welcome to U.S. Bank – Wealth Management Banker: Silvia Vanegas, your trusted partner in financial growth and security, located conveniently at 1401 Pacific Coast Highway, Hermosa Beach, California. Specializing in personalized financial solutions, Silvia Vanegas is dedicated to helping you achieve your financial goals through expert wealth management services. Whether you're looking to invest in your future, plan for retirement, or manage existing assets, Silvia offers tailored strategies to fit your unique needs. With a commitment to excellence and a deep understanding of the financial landscape, Silvia provides comprehensive advice and solutions designed to maximize your wealth potential.

Welcome to Monterey Peninsula Home Team, your premier real estate agency located at 501 Lighthouse Avenue, Pacific Grove, California. Specializing in the beautiful and diverse Monterey Peninsula, our team is passionate about helping you find the perfect property in this stunning region. Whether you're looking for a home in Carmel, Pebble Beach, Carmel Valley, Pacific Grove, Monterey, Marina, Seaside, or along the HWY 68 Corridor, we have the expertise and local knowledge to guide you every step of the way. Our website, www.SearchMontereyPeninsulaHomes.com, is your ultimate resource for exploring all Monterey Peninsula MLS listings. With a user-friendly design and mobile-friendly functionality, our site allows you to search for million-dollar estates, waterfront properties, ocean-view homes, Victorian and Craftsman-style houses, golf course residences, luxury real estate, and much more. We provide a comprehensive breakdown of each city and neighborhood, ensuring your home search is as easy and efficient as possible.

Welcome to Audrey Killick, Broker Associate at Coldwell Banker Kellie and Associates, your trusted partner in navigating the real estate landscape of Cambria, California. Located at 702 Main Street, our office is at the heart of this charming coastal town, renowned for its picturesque scenery and vibrant community. With a deep commitment to providing exceptional service, Audrey Killick brings years of experience, local expertise, and a personalized approach to every client interaction. Whether you're buying your dream home, selling a cherished property, or exploring investment opportunities, Audrey is dedicated to guiding you through every step of the process with professionalism and care.

Welcome to Yvette Callum | Coldwell Banker Realty Palos Verdes Estates, your trusted partner in real estate located in the heart of beautiful Palos Verdes Estates, California. Situated at 68 Malaga Cove Plaza, our agency is dedicated to providing exceptional service and expertise in the local real estate market. Whether you are looking to buy, sell, or invest in property, Yvette Callum and her team are here to guide you every step of the way. With years of experience and a deep understanding of the Palos Verdes Peninsula, we pride ourselves on our commitment to personalized service and client satisfaction. We offer a comprehensive range of real estate services, including market analysis, property marketing, negotiation, and closing support, ensuring a seamless and successful transaction.

Welcome to U.S. Bank – Wealth Management Banker: Thuy Diep, your trusted partner in financial planning and wealth management located in the heart of San Jose, California. Situated at 2875 The Villages Parkway, our office is dedicated to providing personalized financial services tailored to meet your unique needs and goals. Thuy Diep, a seasoned Wealth Management Banker, brings a wealth of experience and a client-focused approach to help you navigate the complexities of financial planning. Whether you're looking to grow your investments, plan for retirement, or secure your family's financial future, Thuy offers expert guidance and innovative solutions to help you achieve your financial objectives.

The Capital One Café at 101 Post Street in San Francisco, California, is a unique institution that combines the convenience of banking with the comfort of a café. This innovative concept allows customers to enjoy a cup of coffee or a snack while taking care of their financial needs. The café offers a range of banking services, including checking and savings accounts, credit cards, and loans, all in a relaxed and inviting atmosphere. Whether you're stopping in for a quick bite or to discuss your financial goals with a banker, the Capital One Café is the perfect blend of finance and food.

Welcome to Wild Honey Salons, located at 2870 Fifth Avenue in San Diego, California. Our beauty salon and hair care institution offers a range of exceptional services in a welcoming atmosphere in the heart of Bankers Hill. At Wild Honey, we prioritize free beauty consultations to ensure we meet your specific needs and desires. Our dedicated team of stylists has earned a reputation as the most requested hair salon in the Bankers Hill area. Whether you're looking for a trendy new haircut, bold hair color, or a classic style, we are here to help you express your unique style and feel confident and beautiful.

Allison Insurance Services is a reputable insurance agency located at 346 Rheem Boulevard in Moraga, California. With years of experience in the industry, we specialize in providing personalized insurance solutions for individuals and businesses throughout California, Utah, and Nevada. Our team of knowledgeable insurance brokers can evaluate your unique circumstances, answer your questions, and recommend the right mix of coverages to protect what matters most to you and your family. As an independent agency, we represent a variety of insurance carriers, allowing us to offer a wide range of products to meet our clients' needs. Whether you are looking for business insurance or personal insurance, we can help you find a comprehensive and cost-effective solution that fits your specific requirements.

Bank of America (with Drive-thru ATM) located at 1687 East Florida Avenue in Hemet, California, is a trusted financial institution offering a wide range of banking services to meet your financial needs. Whether you need to deposit funds, withdraw cash, or speak with a banking representative, our convenient drive-thru ATM allows you to easily access your accounts from the comfort of your vehicle. With a commitment to excellent customer service and financial expertise, Bank of America is dedicated to helping you achieve your financial goals.

Blayney L White at CrossCountry Mortgage, LLC is a finance institution located in Petaluma, California. They specialize in providing mortgage services to help individuals and families achieve their homeownership goals. With a commitment to excellence and personalized service, Blayney L White and their team strive to make the mortgage process as smooth and efficient as possible for their clients. Whether you are a first-time homebuyer or looking to refinance, Blayney L White at CrossCountry Mortgage, LLC is dedicated to helping you navigate the complexities of the mortgage industry with confidence and ease.

Bank of America in Perris, California offers convenient banking services with a drive-thru ATM for easy access to your account anytime. Located at 181 East 4th Street, this financial institution provides a range of banking and finance services to meet your needs. Whether you're looking to deposit funds, withdraw cash, or speak to a banker about your financial goals, Bank of America is here to help. Visit us today for all your banking needs.

Dave Pennington at CrossCountry Mortgage is a finance institution located at 322 Encinitas Boulevard in Encinitas, California, United States. With NMLS# 304758, Dave Pennington offers expert mortgage services to help clients navigate the complex world of home financing. Whether you are a first-time homebuyer or looking to refinance, Dave Pennington is dedicated to providing personalized solutions to meet your financial needs. Trust in Dave Pennington at CrossCountry Mortgage for all your mortgage needs.

Nancy Sapper - C2 Financial Corp is a finance institution located at 1039 D Street in Ramona, California, United States. Specializing in financial services, Nancy Sapper and her team at C2 Financial Corp provide expert advice and assistance with mortgages, refinancing, and other financial needs. With a commitment to personalized service and attention to detail, clients can trust Nancy Sapper - C2 Financial Corp to help them navigate the complexities of the financial world and achieve their goals.

Farmers Insurance - Daiju Yoshino is a local insurance agency located at 3579 Fifth Avenue in San Diego, California. As a lifelong resident of California, Daiju Yoshino takes pride in serving the San Diego community and surrounding areas. With over 15 years of experience in the insurance industry, the agency is dedicated to addressing the insurance needs of their clients. They strive to make the insurance process easy and personalized, ensuring that clients are well-educated on their coverage options. Whether you are in need of homeowners insurance, auto insurance, business insurance, life insurance, renters insurance, or condo insurance, Farmers Insurance - Daiju Yoshino is there to provide comprehensive coverage and guidance. They also offer personal umbrella insurance policies to provide added protection for assets and future earnings.

Samantha Harris - State Farm Insurance Agent is a trusted insurance agency located at 21060 Redwood Road in Castro Valley, California, United States. Conveniently situated across the street from the CV Bart Station in the Coldwell Banker Building, our experienced team is committed to protecting your family and assets. With 30 years of State Farm experience, Samantha Harris is dedicated to serving the Castro Valley area by providing auto insurance, fire insurance, life insurance, commercial insurance, and financial services. As a local small business owner, Samantha takes pride in taking care of your insurance and financial needs. Whether you need assistance with jumping a car battery, driving on rural roads, or starting on your financial goals, our team is here to help. Contact us today to review your current coverage and start protecting what matters most to you. Please note that for your protection, sensitive personal information should not be shared online. If you have difficulty with our website, please call (510) 881-1511 for assistance. Remember, investing involves risk and it's important to consult a tax or legal advisor for personalized advice.

The Arch Corporation, located at 26565 West Agoura Road, Calabasas, California, is a finance institution specializing in residential and commercial mortgage and real estate brokerage services in the state of California. Offering fast and flexible financing options without rigid underwriting guidelines, The Arch Corporation is a full-service private money broker and lender. From purchasing homes, multi-family units, office buildings, hotels, and industrial properties to financing ground-up construction projects nationwide, The Arch Corporation provides a wide variety of competitive financing products. With a streamlined application process and a commitment to underwriting files in 24 hours or less, The Arch Corporation is the go-to source for all your financing needs. Whether you are a private borrower, real estate investor, banker, or mortgage broker, The Arch Corporation can assist you with purchase or refinance needs. Contact The Arch Corporation today for a free consultation and experience a simple, fast, and practical approach to obtaining the financing you need for your residential and commercial real estate ventures.

U.S. Bank ATM - Eureka Main is a financial institution located at 735 5th Street in Eureka, California, United States. This institution offers a range of services including borrowing money, investment and insurance products, mortgage and home equity options, as well as credit products. They have experienced loan officers and bankers ready to assist with any loan or mortgage questions. U.S. Bank also provides access to calculators and rate charts to help customers get started. Please note that investment and insurance products and services are not deposits, not FDIC insured, may lose value, and are not guaranteed by the bank. U.S. Bank does not offer insurance products directly but through their affiliate U.S. Bancorp Investments. Additionally, U.S. Bank credit cards are issued by U.S. Bank National Association. Customers should consult their tax and/or legal advisor for advice on their unique financial situation. Please be aware that by visiting the U.S. Bank website, you may be subject to different privacy and security policies. U.S. Bank uses tracking technologies such as cookies for various purposes, including understanding how visitors interact with their website and delivering behavioral advertising on third-party platforms.

Rizio Lipinsky Law Firm is a renowned institution located at 5811 Pine Avenue, Chino Hills, California, United States. Specializing in personal injury and employment law, our team of dedicated lawyers has a proven track record of success in obtaining justice for our clients. Recently, we secured a jury verdict for two employees in San Bernardino who were wrongfully terminated for reporting an affair. We also achieved a settlement for two San Diego bankers who were misled by Bank of America. Additionally, we successfully represented employees from a San Bernardino manufacturing company who were victims of illegal surveillance.

Alston & Bird is a prestigious institution located at 755 Page Mill Road in Palo Alto, California, United States. Specializing in accounting, finance, and legal services, Alston & Bird is known for its expertise and professionalism in helping clients navigate complex financial and legal matters. With a team of experienced professionals, the institution provides top-notch services and solutions tailored to meet the unique needs of each client. Whether you are seeking assistance with accounting, finance, or legal issues, Alston & Bird is committed to delivering exceptional results and exceeding expectations.

ADN Capital Ventures is a finance institution located at 2200 Larkspur Landing Circle, Larkspur, California, United States. With project engagements across 20 countries and 5 continents, we have a global geographical focus and experience in transactions ranging from North and South America to Europe, Africa, and Asia. Our recent milestone includes the successful completion of the sale of the Vikings Energy Farm project, a hybrid 150 MW dc solar project with 600 MWH (4 hours) battery energy storage in Imperial County, CA. Our team of dedicated professionals, including former investment bankers, lenders, and developers, brings in-depth experience and expertise to ensure the success of projects and transactions.

Rockefeller Capital Management, located at 2570 West El Camino Real in Mountain View, California, is a prestigious finance institution that has been serving families, individuals, institutional investors, and corporations for over seven generations. With a commitment to innovation and excellence, Rockefeller Capital Management offers individualized wealth management services guided by the principles that have shaped the Rockefeller family legacy for more than 140 years. The institution provides independent, strategic business advice and guidance for private and public companies through a team of senior investment bankers known for their integrity and expertise. Rockefeller Capital Management is dedicated to delivering the future of financial services to its clients, drawing on its historic success and unique approach to investment management.

New American Funding- Nate Nelson is a finance institution located at 201 Sand Creek Road, Brentwood, California, United States. Nate Nelson, a seasoned mortgage banker with over 20 years of experience, specializes in helping families with their home financing needs. He provides purchase financing, strategies, and expertise to clients referred from builder partners, realtor partners, and past clients. Nate also offers wealth management services by reviewing equity, debt, assets, and providing strategies to manage mortgages and other debts responsibly. With a focus on VA, FHA, and First Time Home Buyer financing, Nate and his team are dedicated to helping clients achieve their dream of homeownership. Additionally, the institution offers the Pathway to Homeownership initiative, providing up to $8,000 in assistance to qualified borrowers in select areas. NAF Cash allows for competitive, true cash offers without the need to sell a current home first. For expert advice on real estate and mortgage tips, visit Nate Nelson's YouTube page.

Merrill Lynch Financial Advisor Heidi Leu is a trusted Wealth Management Advisor located at 800 East Colorado Boulevard in Pasadena, California. With over 20 years of experience in the financial services industry, Heidi specializes in customized individual and family financial plans, retirement income stream planning, portfolio management, and tax-deferred retirement plans. She holds Series 7, 63, 65 FINRA registrations and a California state insurance license, as well as the prestigious CERTIFIED FINANCIAL PLANNER™ certification. Heidi partners with seasoned banker Christopher Leu to provide clients with innovative financial advice in areas such as tax deferral strategies, insurance, retirement planning, and lending needs. Her approach to investing is personalized and grounded in understanding each client's unique goals and priorities. Whether you are a business owner, high-net-worth individual, retiree, or millennial, Heidi is dedicated to helping you achieve your financial objectives and grow personally. With access to the global resources of Merrill Lynch Wealth Management and Bank of America, Heidi and her team are committed to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Heidi Leu today to start planning for your financial future.

The Bi-Coastal Group at Morgan Stanley is a leading finance institution located at 800 Newport Center Drive in Newport Beach, California. With a strong presence on both the East and West coasts, our team of experienced professionals offers a wide range of financial services to clients across the United States. From wealth management to investment banking, we are dedicated to helping our clients achieve their financial goals and secure their futures. Contact us today to learn more about how we can assist you with your financial needs.

The Johnson Group - Morgan Stanley is a renowned finance institution located at 800 Newport Center Drive in Newport Beach, California, United States. As part of the Morgan Stanley network, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Johnson Group - Morgan Stanley is dedicated to helping you succeed.

Kristen Kaczmark - Morgan Stanley is a respected financial institution located at 3562 Round Barn Circle in Santa Rosa, California. As a branch of Morgan Stanley, one of the world's leading financial services firms, Kristen Kaczmark offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Kristen Kaczmark - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.