TOP 10 Banking services near me in Orinda, California
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First Republic Bank
First Republic Bank, located at 224 Brookwood Road in Orinda, California, is a full-service financial institution offering a range of banking and investment services. With a focus on customization and exceptional service, they are committed to meeting the needs of their clients. Deposit products and related services are offered by JPMorgan Chase Bank, N.A., and investing through J.P. Morgan Wealth Management involves market risk. Trust and fiduciary services are also available through affiliated companies. Insurance products are offered through Chase Insurance Agency, Inc. Overall, First Republic Bank strives to provide comprehensive financial solutions while prioritizing responsiveness and action for their customers.
Michelle N Pollak - Private Wealth Advisor, Ameriprise Financial Services, LLC
Michelle N Pollak is a trusted Private Wealth Advisor at Ameriprise Financial Services, LLC located in Orinda, California. With a focus on personalized financial planning and investment management, Michelle helps clients achieve their financial goals and secure their financial future. With years of experience and expertise in the finance industry, Michelle provides tailored solutions to individuals and families to help them build and preserve their wealth. Visit Michelle N Pollak at 25 Orinda Way for comprehensive financial services and expert advice.
Village Inn Café
Welcome to Village Inn Café, located at 204 Village Square in Orinda, California. Established in 1986, we are Lamorinda's go-to spot for delicious breakfast and lunch options. Whether you're in the mood for a hearty breakfast, a tasty lunch, or a classic milkshake, we have something for everyone. You can find us at the Orinda Village Square shopping center, near McCaulous, Orinda Books, and Bank of America. Come experience the unique charm of Village Inn Café - we can't wait to serve you!
Sydney Frangieh - State Farm Insurance Agent
Sydney Frangieh - State Farm Insurance Agent is a trusted insurance agency located at 23 Altarinda Road in Orinda, California. Serving the Orinda community with a personalized touch, Sydney Frangieh and her team are dedicated to providing a wide range of insurance products, including Auto, Life, Business, Home, and Renters Insurance. With a family history in the insurance industry, Sydney brings a wealth of experience and knowledge to help clients protect their loved ones and assets. Whether you are in Orinda, Berkeley, Oakland, or anywhere else in the Bay Area, Sydney Frangieh State Farm is here to assist you. The team is committed to educating clients on their insurance options and being a reliable resource for all their insurance needs. From reviewing existing policies to getting free insurance quotes, the team is ready to guide you through the insurance-buying process.
Panah Law Firm
Panah Law Firm is a reputable finance and legal institution located at 21 Orinda Way in Orinda, California, United States. Our experienced team of lawyers specializes in various areas of law, including finance, business, and real estate. We are dedicated to providing our clients with top-notch legal services, tailored to meet their individual needs and goals. With a strong commitment to professionalism, integrity, and excellence, Panah Law Firm is the trusted choice for all your legal needs in the Orinda area.
Kelly Sopak - State Farm Insurance Agent
Kelly Sopak - State Farm Insurance Agent is located in the Theatre District of downtown Orinda, California. Our experienced team is passionate about serving others and helping people relocate to the Bay Area. We offer a range of insurance services including Homeowner’s Insurance, Personal Liability Insurance, Earthquake Insurance, Auto Insurance, Renter’s Insurance, Life Insurance, and Business Insurance. We specialize in HIGH VALUE homes and asset protection through our Homeowners and Personal Liability Umbrella Policies. As a long-time resident of Orinda, we are dedicated to providing the right coverage for our clients in California and the greater Bay Area. Contact us for a free quote and detailed insurance review. Stay connected with us for tips on rural road driving, boating accidents, rodent removal, and more. We are here to help you navigate the changes in the insurance market and ensure you have the coverage you need. Let us put your mind at ease with a coverage review. For your protection, please do not include sensitive personal information when contacting us. If you have difficulty with our website, please call us for assistance. Life Insurance and annuities are issued by State Farm Life Insurance Company, and deposit products are offered by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm is a separate entity and is not affiliated with Trupanion or American Pet Insurance. We do not provide tax or legal advice, so please consult a professional for personalized advice. Thank you for considering Kelly Sopak - State Farm Insurance Agent for your insurance needs.
Enso Wealth Management
Enso Wealth Management is a leading financial institution located at 89 Davis Road in Orinda, California, United States. Specializing in wealth management services, Enso provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a team of experienced professionals, Enso Wealth Management offers a range of services including retirement planning, estate planning, portfolio management, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Enso Wealth Management is dedicated to providing top-notch financial advice and solutions tailored to your individual needs.
Park Place Wealth Advisors
Park Place Wealth Advisors is a leading finance institution located at 18 Orinda Way in Orinda, California, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Park Place Wealth Advisors to help you secure your financial future.
The Bach Group - Morgan Stanley
The Bach Group at Morgan Stanley is a leading finance institution located in Orinda, California, United States. Specializing in providing comprehensive financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. With a commitment to excellence and a focus on personalized service, The Bach Group at Morgan Stanley is the trusted partner for individuals and businesses seeking expert financial guidance. Visit us at 2 Orinda Theatre Square to learn more about how we can help you navigate the complexities of the financial world.
The Lewis Weiner Group - Morgan Stanley
The Lewis Weiner Group at Morgan Stanley is a prestigious finance institution located at 2 Orinda Theatre Square in Orinda, California, United States. With a strong reputation for excellence in financial services, the team at The Lewis Weiner Group offers personalized wealth management solutions to help clients achieve their financial goals. From investment strategies to retirement planning, their experienced professionals provide expert guidance and support to clients seeking to grow and protect their assets. Trustworthy and reliable, The Lewis Weiner Group at Morgan Stanley is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Merrill Investment & Retirement Financial Center
Merrill Investment & Retirement Financial Center is a finance institution located at 31 Orinda Way, Orinda, California, United States. At Merrill, we have a team of Financial Solutions Advisors ready to help you turn your ambitions into action. Whether you are planning for retirement or investing in securities, our personalized advice and guidance can help you pursue your goals. We offer a range of services including brokerage, investment advisory, and financial planning. Find a Merrill Advisor in California to help you plan for what matters most to you. Please note that investing in securities involves risks, and it is important to review all terms and privacy policies before making any decisions. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC. Contact us for more information on how we can assist you with your financial needs.
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