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TOP 30 Best financial advisor for retirement in Union City, CA
19 results found
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Godinez Financial and Insurance Services
Godinez Financial and Insurance Services is a reputable insurance agency located in Union City, California. Our dedicated team of professionals is committed to providing personalized financial and insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. With a convenient location at 33006 Calle La Mirada Common, our agency is easily accessible to residents of Union City and the surrounding areas. Trust Godinez Financial and Insurance Services to protect what matters most to you.
Star One Credit Union | Cupertino
Star One Credit Union in Cupertino is a trusted financial institution located at 10991 North De Anza Boulevard. As a member-owned cooperative, we offer a wide range of financial services including savings accounts, loans, and investment options. Our ATM services are convenient and easily accessible for all your banking needs. Visit us today to experience personalized service and competitive rates that will help you achieve your financial goals.
KeyPoint Credit Union
KeyPoint Credit Union is a financial institution located at 7062 Market Place Drive in Goleta, California. As a credit union, we offer a range of financial services including ATM access and various finance options. Our mission is to help our members thrive financially throughout all stages of life. We are dedicated to investing in the communities we serve by promoting financial literacy, volunteering to help those in need, and contributing to charitable organizations. Join us at KeyPoint Credit Union and let us help you achieve your financial goals.
Nikkei Credit Union
Nikkei Credit Union is a finance institution located at 18425 South Western Avenue in Gardena, California, United States. Our priority is the security of our members, and we want to alert you to potential scams. Our employees will never call you to ask for sensitive information like your social security number, PIN, or debit card details. Scammers may pretend to be representatives from our credit union's fraud department, so please be cautious and never provide personal information over the phone. At Nikkei Credit Union, we are dedicated to advancing prosperity for the Nikkei and Mabuhay communities. Visit us on the 2nd floor at our Gardena location or contact us at (310) 532-0624 for more information.
Wescom Credit Union
Wescom Credit Union is a trusted financial institution located at 3431 Grand Oaks in Corona, California, United States. As a full-service credit union, Wescom offers a wide range of financial services including checking and savings accounts, loans, and investment options. With convenient ATM access and a commitment to providing personalized customer service, Wescom Credit Union is dedicated to helping members achieve their financial goals.
Navy Federal Credit Union
Navy Federal Credit Union, located at 2620 Tuscany Street in Corona, California, is a full-service financial institution offering banking and finance services. With options for both automated and self-directed investing tools, as well as personalized guidance from financial advisors, members can create investing strategies that match their needs and preferences. The institution also provides business credit card options, assistance programs for entrepreneurs, and exclusive discounts for military members. Navy Federal Credit Union has been serving members since 1933, with a vision to be the most preferred and trusted financial institution for the military and their families. With 24/7 member services and a commitment to providing assistance to those with limited English proficiency, Navy Federal strives to meet the needs of all its members.
SchoolsFirst Federal Credit Union - Mission Viejo (Crown Valley)
SchoolsFirst Federal Credit Union in Mission Viejo (Crown Valley) is a trusted financial institution located at 26440 La Alameda in Mission Viejo, California. As a member-owned credit union, SchoolsFirst is dedicated to providing excellent financial services to educators and their families. Whether you're looking for savings accounts, loans, or investment options, our friendly staff is here to help you achieve your financial goals. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.
California Coast Credit Union El Cajon Branch
California Coast Credit Union El Cajon Branch is a full-service financial institution located at 898 Jackman Street in El Cajon, California. As a trusted bank and ATM, we offer a range of services including mortgage calculations, exclusive member discounts, payroll and payment processing, and more. Our branch in San Diego County is conveniently situated on the corner of Fletcher Parkway and Jackman Street, just west of the 8 freeway. Whether you need help with opening new accounts, applying for loans, or making deposits, our friendly staff is here to assist you. Visit us today or contact us by phone for personalized service and expert financial advice.
Turnkey Financial Solutions
Turnkey Financial Solutions is a leading finance institution located at 33170 Alvarado-Niles Road in Union City, California. Our dedicated team of financial experts provides a wide range of services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, we offer comprehensive solutions tailored to meet our clients' needs. With a commitment to excellence and personalized service, Turnkey Financial Solutions is the trusted partner you need for all your financial needs.
Provident Credit Union (Hayward Community Branch)
Provident Credit Union (Hayward Community Branch) is a trusted financial institution located at 22302 Foothill Boulevard in Hayward, California. As a full-service credit union, they offer a wide range of financial services including banking, loans, and investment options. Whether you need to deposit funds, withdraw cash, or speak with a financial advisor, Provident Credit Union is dedicated to helping you achieve your financial goals. With a convenient location in the Hayward community, this branch is committed to providing exceptional customer service and personalized financial solutions. Visit Provident Credit Union today to experience the difference of banking with a community-focused institution.
Sacramento Credit Union
Sacramento Credit Union, located at 3660 Bradshaw Road in Sacramento, California, is a trusted financial institution serving individuals and businesses in El Dorado, Placer, Sacramento, Solano, Sutter, Yolo, and Yuba Counties. With a focus on financial security and safety, Sacramento Credit Union offers a range of services including ATM access, finance options, home loans, auto loans, checking and savings accounts, credit cards, investment services, and more. Our dedicated team of financial advisors is committed to helping you meet your financial goals, whether you're saving for education, purchasing a new home, or planning for retirement. We take the time to listen to your needs and create personalized strategies to help you achieve success.
Merrill Lynch Financial Advisor Sameera Gupta
Merrill Lynch Financial Advisor Sameera Gupta is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Sameera Gupta has over 20 years of experience in the Financial Services industry, working with global organizations such as Wachovia/Wells Fargo, Visa Inc., and Western Union. She specializes in helping clients achieve their financial goals and simplifying the complexities of their financial lives. Sameera has a deep understanding of global financial and banking products due to her experience living and working on four different continents. She serves individuals, small businesses, and senior corporate executives with unique and complex financial situations. Sameera supports various NGOs and is actively involved in charitable organizations such as Minds Matter. She is fluent in Hindi and resides in Los Altos with her family. Sameera offers personalized wealth management services through Merrill Personal Wealth Analysis™, focusing on building strong client relationships based on trust and personalized service. Whether you are planning for retirement, funding your children's education, or passing your wealth to future generations, Sameera works with you to develop a customized approach to help you achieve your financial goals. She believes in simplifying the complexities of investing and providing transparency to help you reach your goals. Sameera is committed to helping you navigate the financial and economic landscapes to pursue your goals.
Merrill Investment & Retirement Financial Center
The Merrill Investment & Retirement Financial Center is located at 31800 Alvarado Boulevard in Union City, California, United States. As a finance institution, Merrill offers personalized advice and guidance to help individuals achieve their financial goals. Whether you are planning for retirement, investing in securities, or looking for insurance options, Merrill has the tools and expertise to assist you. With a focus on relationship-based ads and online behavioral advertising, Merrill strives to provide information about products and services that are relevant and beneficial to their clients. Additionally, Merrill offers a broad range of brokerage, investment advisory, and other financial services to meet the diverse needs of their clients. Banking products are provided by Bank of America, N.A. and affiliated banks, while insurance options are available through Merrill Lynch Life Agency Inc. For more information about Merrill's services and offerings, clients can review the Client Relationship Summary provided by the institution.
Merrill Investment & Retirement Financial Center
The Merrill Investment & Retirement Financial Center, located at 1900 Decoto Road in Union City, California, offers personalized advice and guidance to help individuals achieve their financial goals. With a team of experienced advisors from Merrill Lynch, clients can receive tailored recommendations and strategies to plan for their future. Whether you are looking to invest in securities or explore banking products, the center provides a wide range of services to meet your needs. Additionally, Merrill Lynch Life Agency Inc. offers insurance solutions to protect your assets. Visit us today to learn more about how we can help you turn your ambitions into action.
Jonathan Stoft, Financial Advisor - Commonwealth Central Credit Union
Jonathan Stoft, Financial Advisor at Commonwealth Central Credit Union, is a trusted and experienced professional located in San Jose, California. With a focus on providing personalized financial advice and guidance, Jonathan helps clients navigate the complexities of their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Jonathan Stoft is dedicated to helping you achieve financial success. Visit him at 3075 Union Avenue for expert financial advice tailored to your unique needs.
Union Capital Associates
Union Capital Associates is a reputable finance institution located at 915 West 10th Street in Santa Ana, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust Union Capital Associates to help you achieve your financial goals and secure your financial future.
RCU Insurance Services
RCU Insurance Services is a reputable insurance agency located at 1205 North Dutton Avenue in Santa Rosa, California, United States. Our goal is to provide quality insurance that meets your specific needs and budget. As an extension of Redwood Credit Union (RCU), we strive to always do what is right for our clients. With access to over 13 preferred carriers and many hard-to-place carriers, RCU Insurance Services can help you find the best coverage for the best value. Our dedicated agents do not charge brokerage fees and are always available to assist you when you need it most.
BMO
BMO, located at 33301 Alvarado-Niles Road in Union City, California, is a full-service bank offering a wide range of banking services, investments, and lending products for personal and commercial customers. As a member of FDIC, BMO Bank N.A. in the United States is committed to providing quality financial products while ensuring compliance with federal laws such as the USA Patriot Act. Customers opening accounts will be required to provide identification and verification information to prevent money laundering and terrorism financing. Please note that third-party websites linked to BMO may have different privacy and security policies. It is recommended to review these policies before proceeding. BMO Bank N.A. does not offer tax or legal advice, and customers are advised to consult with their own legal and tax advisors for personalized guidance.
Blakeslee & Blakeslee Inc
Blakeslee & Blakeslee Inc is a leading finance institution located at 125 Union Avenue in Orcutt, California, United States. With a reputation for excellence and expertise in financial services, Blakeslee & Blakeslee Inc offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From investment planning to wealth management, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Visit Blakeslee & Blakeslee Inc today to learn more about their services and how they can help you secure your financial future.
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