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TOP 30 Banking customer support in San Jose, CA
15 results found
Search for local businesses, places and services near you
WaFd Bank
WaFd Bank, located at 4546 El Camino Real in Los Altos, California, is your neighborhood bank that prioritizes personal relationships with customers. Our friendly bankers are dedicated to helping you achieve financial success within the community. Whether you're a business in the San Jose area or an individual seeking banking services, WaFd Bank offers a range of options to meet your needs. From free checking accounts to small business banking and commercial lending services, we are here to support you. Additionally, our online and mobile banking platforms provide convenient access to your accounts anytime, anywhere. As the Best-in-State Bank in Washington, Idaho, Oregon, and Nevada, WaFd Bank is committed to providing exceptional service. WaFd Bank is a DBA of Washington Federal Bank. Visit us today to experience the difference of a community-focused bank.
Umpqua Bank
Umpqua Bank, located at 225 West Santa Clara Street in San Jose, California, is a financial institution dedicated to building economic vitality in the communities it serves. Whether you're looking for personal banking services, business solutions, or private banking options, Umpqua is committed to prioritizing people and their financial needs. At Umpqua Bank, we offer a range of financial products and services for businesses of all sizes. From checking and savings accounts to loans and credit cards, our team of experts is here to help tailor solutions to meet your specific needs. We also provide financing options such as lines of credit, SBA loans, real estate loans, and equipment financing, along with additional services like cash management to streamline your banking experience.
City National Bank
City National Bank, located at 1 North Almaden Boulevard in San Jose, California, is a trusted institution specializing in banking and finance services. Our experienced Relationship Managers are dedicated to providing concierge-style service to small, medium, and enterprise-level businesses. As a subsidiary of the Royal Bank of Canada, we offer the financial resources of a global bank with the personalized customer service of a community bank. Visit us today to make an appointment and experience the difference with City National Bank. Our private banking office in San Jose is committed to supporting your vision of living a rich life. Our wealth advisors will work with you to design a comprehensive plan to achieve your financial objectives, from risk management to estate planning. With a focus on integrity and strong client relationships, City National Bank offers a wide range of services including personal, private, and business banking, wealth management, brokerage, leasing, and software solutions. We are dedicated to promoting diversity, equity, and inclusion in the workplace.
Bank of America Financial Center
The Bank of America Financial Center located at 99 South 4th Street in San Jose, California, is a leading bank and financial institution in the United States. Offering a wide range of banking and financial services, this center is committed to helping individuals and businesses achieve their financial goals. With a team of knowledgeable professionals and cutting-edge technology, Bank of America provides customers with the tools and resources they need to manage their finances effectively. Whether you're looking to open a checking account, apply for a loan, or invest in the stock market, the Bank of America Financial Center is here to assist you every step of the way. Visit us today to experience the exceptional service and expertise that sets us apart from the rest.
Bank of America (with Drive-thru ATM)
Bank of America (with Drive-thru ATM) located at 1707 East Capitol Expressway in San Jose, California, is a renowned financial institution providing a wide range of banking services to its customers. With the convenience of a drive-thru ATM, customers can easily access their accounts and complete transactions without leaving the comfort of their vehicle. Whether you need to deposit checks, withdraw cash, or manage your finances, Bank of America is committed to providing exceptional service and support to meet all your banking needs.
BMO - ATM
BMO - ATM is a convenient banking facility located at 890 North First Street in San Jose, California, United States. This ATM is operated by BMO Financial Group, a leading financial institution in North America. Customers can easily access their accounts, withdraw cash, deposit funds, and perform other banking transactions at this location. With secure and reliable services, BMO - ATM provides a hassle-free banking experience for customers in the area.
Santa Clara County Federal Credit Union CITY CENTRE OFFICE (No Branch Services)
The Santa Clara County Federal Credit Union CITY CENTRE OFFICE is a convenient location for all your banking needs in the heart of San Jose, California. This branch specializes in ATM services and financial transactions, making it a go-to destination for quick and efficient banking. Located at 140 East San Fernando Street, this institution provides top-notch customer service and a range of financial products to meet your needs. Visit the Santa Clara County Federal Credit Union CITY CENTRE OFFICE for all your banking needs in the bustling city center.
Mario Quezada - State Farm Insurance Agent
Mario Quezada - State Farm Insurance Agent is a reputable insurance agency located at 441 North First Street in San Jose, California. As we celebrate Distracted Driving Awareness Month, our team is dedicated to helping you understand the importance of being properly insured. With a wide range of insurance and financial products available, including auto, life, renters, and health insurance, we are committed to providing personalized assistance to meet your specific needs. Our experienced and multilingual team can assist customers in English, Spanish, Portuguese, French, and German. Our team of licensed professionals is passionate about helping customers find the right insurance products and financial services to navigate life's challenges. From rural road driving tips to protecting your pets from household hazards, we are here to offer guidance and support. Whether you are looking for insurance for your car, personal property, or banking products, Mario Quezada - State Farm Insurance Agent is here to assist you every step of the way.
Merrill Edge
Merrill Edge is a finance institution located at 1707 E Capitol Expressway in San Jose, California, United States. We have a team of Merrill Financial Solutions Advisors ready to help you turn your ambitions into action. Whether you're planning for your future or looking to invest, our personalized advice and guidance can help you achieve your goals. You can search for an advisor by name or our parent company, Merrill Lynch. Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website. We strive to provide you with information about products and services that may be of interest to you. Investing in securities comes with risks, so it's important to be aware of potential losses. Our services include brokerage, investment advisory, financial planning, and more. Banking products are provided by Bank of America, N.A. and its affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a subsidiary of Bank of America Corporation. For more information, please review our Client Relationship Summary.
Frank's Yard Clean-Up
Frank's Yard Clean-Up is a trusted institution located in San Jose, California, United States. Our commitment to exceptional service, top-notch quality, and affordable prices sets us apart from the competition. We prioritize customer satisfaction by listening to your needs and expectations. Whether you require a one-time yard cleanup or light landscaping services, we are here to assist you in the Greater San Jose Area. Our team specializes in adding the final touches to your yard, enhancing its beauty and functionality. We offer a range of yard services to meet your specific cleanup requirements. Contact us for a complimentary estimate and let us provide you with expert advice and support to transform your landscape.
Merrill Lynch Financial Advisor Lia Zheng
Merrill Lynch Financial Advisor Lia Zheng is a finance institution located at 560 South Winchester Boulevard in San Jose, California, United States. They specialize in managing your wealth by creating personalized strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, they offer a comprehensive approach to wealth management. Their team is dedicated to building strong client relationships based on trust and personalized service. At Merrill Lynch Wealth Management, your financial advisor focuses on what matters most to you, whether it's family, goals, or priorities that may change over time. They believe in starting every relationship with a conversation to understand your aspirations and provide advice and guidance to help you achieve your financial goals. By conducting a Personal Wealth Analysis and an Investment Personality Assessment, they can customize a financial approach that aligns with your objectives.
Merrill Lynch Financial Advisor Anthony Barnao
Merrill Lynch Financial Advisor Anthony Barnao is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. This institution offers insights, observations, and ideas to help individuals pursue their financial goals. With a focus on personalized wealth management strategies, they provide access to investment insights from Merrill and banking solutions from Bank of America. By participating in the community and volunteering with local organizations, they strive to understand and prioritize the goals of their clients. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they create customized financial plans centered on individual goals and preferences. With a commitment to helping clients navigate changes in life and markets, they offer ongoing support and advice to help achieve financial success. By getting to know each client personally, they design and implement tailored plans to address financial needs and manage investment risk. With a dedication to putting clients first, Merrill Lynch Wealth Management Advisors aim to help individuals build a customized investment approach to pursue their goals. Through a one-on-one relationship, clients can access personalized investment strategies and comprehensive financial solutions. Anthony Barnao is registered to do business in multiple states and offers the latest investment insights, tips, and strategies to help clients achieve their financial goals.
Merrill Lynch Financial Advisor William M Lloyd
roducing Merrill Lynch Financial Advisor William M Lloyd, located at 50 West San Fernando Street in San Jose, California, United States. As part of the Lloyd McKay Wealth Management Group, our team believes in the power of teamwork and involvement to build strong relationships with our clients. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we strive to be your primary source for financial advice and guidance. At Lloyd McKay Wealth Management Group, we value the dedication and diligence offered to you at each step of the financial planning process. We believe that every relationship begins with a conversation, where we listen to learn more about you and your family, helping you identify and prioritize your financial goals. Our goal is to help you make investment-related decisions and trade-offs that align with your personally meaningful goals.
Merrill Lynch Financial Advisor Graham John Bruce
Merrill Lynch Financial Advisor Graham John Bruce is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Supported by the global resources of Merrill, the team at this institution is dedicated to building strong client relationships based on trust and personalized service. Michael, a Financial Advisor at Merrill Lynch Wealth Management, focuses on developing and implementing globally diversified financial strategies customized for high-net-worth individuals, business owners, corporate executives, and technology professionals. With a background in economics and a Chartered Retirement Planning Counselor designation, Michael is committed to delivering exceptional service and always putting the interests of clients first. The institution offers personalized financial planning services to help clients pursue their goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Graham John Bruce works with clients to develop an approach designed to address their financial needs and goals. By getting to know clients personally and understanding their priorities, the team can create a financial approach that reflects their unique needs and helps them achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Graham John Bruce is committed to helping clients navigate the complexities of their financial lives and pursue their goals.
Merrill Lynch Financial Advisor Rosario M Oliveri
Merrill Lynch Financial Advisor Rosario M Oliveri is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. Michael Oliveri, a Financial Advisor with Merrill Lynch since 2012, focuses on developing and implementing globally diversified financial strategies customized to meet the specific needs of high-net-worth individuals, business owners, corporate executives, and technology professionals. With a background in Business Management Economics and a Chartered Retirement Planning Counselor designation, Michael is committed to delivering exceptional service and always prioritizing the interests of his clients. The institution believes in understanding each client's goals and priorities to design and implement personalized plans to help manage investment risk and pursue financial goals. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, Merrill Lynch aims to provide tailored financial approaches centered on individual goals and preferences. The institution offers comprehensive financial solutions supported by the global resources of Merrill and Bank of America. Whether planning for retirement, buying a home, or funding education, Merrill Lynch Wealth Management Advisors are dedicated to helping clients achieve their financial goals.
List of local businesses, places and services in California
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