Business funding advisors in California
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Wealth Cairn - An Investor Coaching Company
● OpenWealth Cairn is an investor coaching company located in Campbell, California, United States. Our belief is that our true purpose in life guides our actions around money, and we are here to provide expertise and coaching to help you on your financial journey. Our Certified Financial Planner CFP® Coaches will lead you through an Investor Coaching Workshop or consultation to help you discover your values and overcome any obstacles holding you back from reaching your goals. Our services include family and business financial planning, ERISA/401(k) and 403(b) benefits, security-based lending, donor advised funds, and insurance products such as life, disability, and long-term care. We offer service plans and pricing to fit your needs and are committed to helping you make a difference in your finances.
910 E Hamilton Ave Suite 350, Campbell, CA 95008, United States -
Elise Groves - Your Mortgage Retriever
● OpenElise Groves - Your Mortgage Retriever is a finance institution located at 1919 Creekside Road, Santa Rosa, California, United States. Whether you're looking to buy your first home or refinance at a lower rate, our experienced team of Mortgage Advisors is here to help guide you through the process with confidence and efficiency. Our competitive rates make it a great time to buy, and we can help you apply for and choose a home purchase loan that fits your needs. Take advantage of today's terms to lower your monthly payment or reduce the interest you pay over the life of your loan. With our fast funding options, you'll never miss out on the house you really want. Use our rate comparison tool to find the best terms for you and get fast, custom loan quotes. With GTG Financial, Inc., you can get your money and do what you want with it in less than 30 days. We're here to help you find the best loan scenario for your unique situation, whether you're looking for financial flexibility or planning to upgrade your home. Before signing your first loan offer, be sure to browse our rate comparisons to ensure you're getting the best deal. Get your FREE customized rate comparison today.
1919 Creekside Rd, Santa Rosa, CA 95405, United States -
Mechanics Bank - San Francisco Branch
● OpenMechanics Bank - San Francisco Branch is a leading financial institution located at 343 Sansome Street in the heart of San Francisco, California. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. Our branch features state-of-the-art ATMs for convenient access to cash and account information. Whether you need to deposit funds, apply for a loan, or simply manage your finances, our friendly and knowledgeable staff are here to assist you. Visit Mechanics Bank - San Francisco Branch for all your banking needs in the bustling city of San Francisco.
343 Sansome St Suite 100, San Francisco, CA 94104, United States -
Bank of America (with Drive-thru ATM)
● OpenBank of America is a reputable financial institution located at 4250 Dublin Boulevard in Dublin, California. This branch offers a convenient drive-thru ATM service for customers on the go. With a wide range of banking and financial services available, Bank of America is committed to providing top-notch customer service and support. Whether you need to deposit funds, withdraw cash, or speak to a financial advisor, this branch is equipped to handle all of your banking needs. Visit Bank of America for all your financial needs today.
4250 Dublin Blvd, Dublin, CA 94568, United States -
Fidelity Investments
● OpenFidelity Investments is a renowned finance institution located at 4500-A Tassajara Road, Dublin, California, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and guidance to help individuals and businesses achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Fidelity Investments has the expertise and resources to help you make informed decisions and secure your financial future.
4500-A Tassajara Rd, Dublin, CA 94568, United States -
Fidelity Investments
● OpenFidelity Investments is a renowned finance institution located at 398 West El Camino Real in Sunnyvale, California, United States. With a strong reputation for providing top-notch investment services, Fidelity Investments offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. Whether you are looking to invest in stocks, bonds, mutual funds, or retirement accounts, Fidelity Investments has the expertise and resources to help you make informed decisions and secure your financial future. Trust Fidelity Investments for all your investment needs.
398 W El Camino Real Suite 102, Sunnyvale, CA 94087, United States -
Centerstone SBA Lending, Inc.
● OpenCenterstone SBA Lending, Inc. is a finance institution located in the heart of Los Angeles, California. Specializing in Small Business Administration (SBA) loans, Centerstone provides financial solutions to help small businesses thrive and grow. With a team of experienced professionals, they offer personalized service and guidance to help clients navigate the loan process and secure the funding they need. Whether you are looking to start a new business or expand an existing one, Centerstone SBA Lending, Inc. is dedicated to helping you achieve your financial goals.
700 Flower St #850, Los Angeles, CA 90017, United States -
Northwood Capital Group
● OpenNorthwood Capital Group, located at 555 Anton Boulevard in Costa Mesa, California, is a finance institution that specializes in providing business loans tailored to the needs of small business owners. Their streamlined process allows for expedited funding, ensuring that clients receive the money they need when they need it most. The dedicated team at Northwood Capital Group prioritizes excellent customer service, conducting business with integrity, honesty, and accountability. They offer a variety of financing options, including Small Business Administration Loans, Traditional Term Loans, Unsecured Working Capital Loans, and Merchant Cash Advances. With over 40 years of experience, their team can assist with commercial lines of credit, capital equipment financing, and commercial real estate financing. Northwood Capital Group also provides equipment leasing, lines of credit, and vendor financing to help businesses grow and expand.
555 Anton Blvd UNIT 300, Costa Mesa, CA 92626, United States -
National Legacy Capital Group
● OpenNational Legacy Capital Group, located at 5405 Morehouse Drive in San Diego, California, is a finance institution that specializes in helping small and mid-sized businesses thrive. They offer business lines of credit, equipment financing, working capital loans, and more to support operational expenses and growth. With decades of experience, they provide fast and personalized funding options with no fees. Clients have praised their efficient application process, attentive advisors, and ability to secure financing when other companies could not. The team at National Legacy Capital Group is known for their professionalism, knowledge, and excellent service, making them a highly recommended choice for businesses in need of financial support.
5405 Morehouse Dr Suite 315, San Diego, CA 92121, United States -
EMC Financial
● OpenEMC Financial is a premier financial institution located at 475 Washington Boulevard in Marina del Rey, California. Specializing in finance, EMC Financial offers a wide range of services including investment management, financial planning, and wealth management. With a team of experienced professionals, EMC Financial is dedicated to helping clients achieve their financial goals and secure their financial future. Visit EMC Financial today to learn more about how they can help you achieve financial success.
475 Washington Blvd Suite #7, Marina Del Rey, CA 90291, United States -
South San Diego SBDC
● OpenSouth San Diego SBDC is a finance institution located at 880 National City Boulevard in National City, California. As a Small Business Development Center, they provide expert guidance and resources to help local businesses thrive and succeed. Whether you are looking to start a new business or grow an existing one, South San Diego SBDC offers a wide range of services including business planning, financial management, and access to funding opportunities. Their team of experienced advisors is dedicated to supporting the economic growth and prosperity of the South San Diego community.
880 National City Blvd, National City, CA 91950, United States -
Fidelity Investments
● OpenFidelity Investments is a renowned finance institution located at 4160 North First Street in San Jose, California, United States. With a strong reputation for providing top-notch investment services, Fidelity Investments offers a wide range of financial products and solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest in stocks, bonds, mutual funds, or retirement accounts, Fidelity Investments has the expertise and resources to guide you towards financial success. Trust in Fidelity Investments to help you navigate the complex world of finance and make informed investment decisions.
4160 N First St, San Jose, CA 95134, United States -
Smart ERC
● OpenSmart ERC is an institution located at 350 North Lantana Street, Camarillo, California, United States, specializing in accounting and finance. Experience peace of mind and claim the Employee Retention Credit (ERC) you deserve with our network of former IRS examiners. With 18 years of tax and business consulting experience, our former IRS revenue agents offer unmatched value and security for your ERC claim, with no upfront fees. They possess in-depth knowledge of the ERC program and IRS rules and regulations, ensuring you receive the maximum ERC you're entitled to. Smart ERC's Pinnacle Assurance provides ultimate peace of mind, helping industries recover and thrive with the ERC. Whether you're overcoming financial downturns, minimizing revenue declines, reclaiming lost funds, or qualifying for the ERC under the CARES Act, our former IRS auditors are here to assist you every step of the way. Fill out the form on our website to have one of our representatives contact you about a Referral Partner Application.
350 N Lantana St #229, Camarillo, CA 93010, United States -
Wells Fargo Bank
● OpenWells Fargo Bank is a leading financial institution located at 576 West Main Street in Santa Paula, California, United States. Offering a wide range of banking services, including ATM access, Wells Fargo is known for its commitment to providing customers with convenient and reliable financial solutions. Whether you need to deposit funds, withdraw cash, or speak with a financial advisor, Wells Fargo Bank is here to help you manage your finances with ease.
576 W Main St, Santa Paula, CA 93060, United States -
Bank of America (with Drive-thru ATM)
● OpenBank of America in Santa Paula, California is a trusted financial institution offering a wide range of banking services. Conveniently located at 715 East Main Street, this branch features a convenient drive-thru ATM for quick and easy access to your funds. Whether you need to deposit a check, withdraw cash, or speak with a financial advisor, Bank of America is here to help with all your banking needs. Visit us today and experience the exceptional service and expertise that sets us apart as a leader in the finance industry.
715 E Main St, Santa Paula, CA 93060, United States -
Bank of America (with Drive-thru ATM)
● OpenBank of America is a renowned financial institution located at 18291 Collier Avenue in Lake Elsinore, California. This branch offers a convenient Drive-thru ATM service for customers looking to quickly and easily access their funds. With a strong reputation for providing a wide range of banking and financial services, Bank of America is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with personal banking, loans, investments, or any other financial needs, the knowledgeable staff at this branch is ready to assist you. Visit Bank of America at 18291 Collier Avenue for all your banking needs.
18291 Collier Ave, Lake Elsinore, CA 92530, United States -
San Diego County Credit Union Operations Center
● OpenThe San Diego County Credit Union Operations Center is a financial institution located at 6545 Sequence Drive in San Diego, California. This facility serves as a central hub for the credit union's operations, including ATM services, banking transactions, and financial services. With a focus on providing convenient and efficient banking solutions to its members, the San Diego County Credit Union Operations Center is committed to delivering top-notch customer service and innovative financial products. Whether you need to withdraw cash, deposit funds, or speak with a financial advisor, this institution is here to meet your banking needs in the heart of San Diego.
6545 Sequence Dr, San Diego, CA 92121, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 11150 Santa Monica Boulevard in Los Angeles, California, United States. With a strong focus on providing financial security and protection for individuals and families, Northwestern Mutual offers a range of insurance and investment products to help clients achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized solutions and guidance to help clients plan for a secure future. Trust Northwestern Mutual to provide reliable and comprehensive financial services to meet your needs.
11150 Santa Monica Blvd # 1650, Los Angeles, CA 90025, United States -
Jane Lee - State Farm Insurance Agent
● OpenJane Lee - State Farm Insurance Agent is an insurance agency located at 30 Corporate Park in Irvine, California. Since opening in 2009, Jane Lee's dedication to helping customers reach their goals has earned State Farm recognition, including Ambassador Club status. Jane and her licensed, professional team work with individuals, families, and business owners to develop personalized insurance plans. Services offered include Car/Auto insurance, Motorcycle insurance, Homeowners insurance, Renters insurance, Condo insurance, Life insurance, Commercial/Business insurance, Workers Compensation, EPLI Employer Practice Liability, E&O Errors & Omissions, Professional Liability, Bond, Pet Insurance, and more. The team at Jane Lee - State Farm speaks English, Korean, Mandarin, Cantonese, Chinese, and Farsi.
30 Corporate Park #110, Irvine, CA 92606, United States -
Cornerstone Community Bank
● OpenCornerstone Community Bank is a trusted financial institution located at 500 Riverside Way in Red Bluff, California. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our friendly staff is dedicated to providing exceptional customer service and helping our clients achieve their financial goals. Whether you need to deposit funds, withdraw cash, or speak with a financial advisor, Cornerstone Community Bank is here to assist you every step of the way. Visit us today to experience the difference of banking with a community-focused institution.
500 Riverside Wy, Red Bluff, CA 96080, United States -
Provident Credit Union (Hayward Community Branch)
● OpenProvident 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.
22302 Foothill Blvd, Hayward, CA 94541, United States -
F&M Bank
● OpenF&M Bank is a trusted financial institution located at 101 Main Street in Rio Vista, California, United States. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make it easy for customers to access their funds 24/7. With a commitment to exceptional customer service and personalized financial solutions, F&M Bank is dedicated to helping individuals and businesses achieve their financial goals.
101 Main St, Rio Vista, CA 94571, United States -
SHIN LAW FIRM
● OpenSHIN LAW FIRM, located at 369 Pine Street in San Francisco, California, is a trusted institution offering legal services with a focus on providing excellent representation for their clients. Led by attorney Chang Shin, who is known for his tenacity and dedication to his clients, the firm specializes in a variety of legal matters including incorporation, intellectual property, employment issues, and fund raising documentation. Clients have praised the firm for their insightful guidance, affordable rates, and quick turnaround time. Whether you are a small business owner in need of legal advice or a company looking for a trusted legal advisor, SHIN LAW FIRM is ready to assist you. Please note that the information on their website is for general information purposes only and does not constitute legal advice. To establish an attorney-client relationship, a signed representation agreement is required. Visit SHIN LAW FIRM today for all your legal needs.
369 Pine St #428, San Francisco, CA 94104, United States -
LEE TAX AND LAW OFFICE
● OpenLee Tax and Law Office is a professional institution located at 3020 Beacon Boulevard in West Sacramento, California. We specialize in accounting, finance, and legal services, catering to individuals, startups, established businesses, and nonprofit organizations. Our services include payroll reconciliation to bank records, financial statements, workers' compensation audits, unemployment claims, corporate and partnership tax preparation, local and state sales tax compliance, state and federal payroll tax, W-2, W-3, and 1099 forms, tax planning strategies, state and federal income tax preparation, trusts and estates, self-employment matters, strategic entity formation, funding, equity incentive plan matters, founder issues, corporate governance, entity conversion, letters of intent, customer and distributor contracts, manufacturing and supplier contracts, commercial leases, residential rental agreements, intellectual property licenses, joint ventures, sale of a business, purchase of a business, merger, spinout, real estate acquisitions and dispositions, and strategic investments.
3020 Beacon Blvd, West Sacramento, CA 95691, United States -
Thompson & Associates
● OpenThompson & Associates is a finance institution located at 13520 Evening Creek Drive North, San Diego, California, United States. They offer a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of wealth management, investment strategies, retirement planning, estate planning, and more. Thompson & Associates is committed to providing expert financial advice and services to individuals and businesses.
13520 Evening Creek Dr N #110, San Diego, CA 92128, United States -
Financial Planning Focus
● OpenFinancial Planning Focus is a leading finance institution located at 38 Edgefield Court in Napa, California, United States. Our institution specializes in providing comprehensive financial planning services to individuals and businesses looking to secure their financial future. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals through personalized strategies tailored to their specific needs. Whether you are looking to plan for retirement, save for a major purchase, or invest for the future, Financial Planning Focus is here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.
38 Edgefield Ct, Napa, CA 94558, United States -
Green River Sustainable Financial Services
● OpenGreen River Sustainable Financial Services is a leading finance institution located at 4380 Redwood Highway in San Rafael, California. As a pioneer in sustainable finance, we offer a range of environmentally-friendly financial services to help individuals and businesses make responsible investment decisions. Our team of experts is dedicated to providing personalized solutions that align with our clients' values and goals. Whether you are looking to invest in renewable energy projects, green technology companies, or environmentally-conscious funds, Green River Sustainable Financial Services is here to support you every step of the way. Join us in shaping a more sustainable future for generations to come.
4380 Redwood Hwy Suite 8, San Rafael, CA 94903, United States -
Applied Reserve Analysis
● OpenApplied Reserve Analysis is a leading finance institution located at 4040 Civic Center Drive in San Rafael, California, United States. Specializing in reserve analysis, our team of experts provides comprehensive services to help businesses and organizations effectively manage their financial reserves. With a focus on practical and strategic solutions, we assist clients in making informed decisions to optimize their reserve funds. Trust Applied Reserve Analysis for reliable and professional finance services.
4040 Civic Center Dr # 200, San Rafael, CA 94903, United States -
MFA Financial Planning
● OpenMFA Financial Planning is a leading institution located at 586-B Wisconsin Street in San Francisco, California, United States. Specializing in finance, MFA offers a comprehensive program for individuals seeking to advance their knowledge and skills in financial planning. With expert faculty and a hands-on approach to learning, students at MFA Financial Planning gain the practical experience and theoretical foundation needed to excel in the dynamic field of finance. Whether you are looking to start a career in financial planning or enhance your current expertise, MFA Financial Planning is the ideal institution to help you achieve your goals.
586-B Wisconsin St, San Francisco, CA 94107, United States -
Fisher Investments
● OpenFisher Investments, located at 13100 Skyline Boulevard in Woodside, California, is a leading finance institution with a focus on providing world-class, client-focused service. Our experienced team works closely with clients to create personalized investment portfolios tailored to help achieve their financial goals. As one of the nation's largest investment advisers serving small and mid-sized businesses, we also cater to a diverse group of institutional clients worldwide, including pension funds, governments, and foundations. Our seasoned team of investing professionals offers valuable insights on current market topics and issues, helping clients navigate the constantly changing market landscape. Please note that investing in securities involves risks, including the risk of loss, and past performance is not indicative of future returns. For more information and resources on popular investment topics, visit Fisher Investments online.
13100 Skyline Blvd, Woodside, CA 94062, United States
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