Custom financial solutions in Santa Rosa, CA
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Bank of America Financial Center
● ClosedThe Bank of America Financial Center located at 2420 Sonoma Avenue in Santa Rosa, California, is a trusted institution offering a wide range of banking and financial services. Whether you need assistance with personal banking, investments, loans, or business finances, the friendly and knowledgeable staff at this branch are here to help. With a commitment to providing quality service and innovative solutions, Bank of America is dedicated to helping customers achieve their financial goals. Visit the Santa Rosa Financial Center today to experience the convenience and expertise of one of the nation's leading banks.
2420 Sonoma Ave, Santa Rosa, CA 95405, United States -
GTG Financial, Inc.
● ClosedGTG Financial, Inc. is a finance and real estate agency located at 1421 Guerneville Road, Santa Rosa, California, United States. Our experienced team of Mortgage Advisors is here to guide you through the buying or refinancing process quickly, efficiently, and confidently. Take advantage of our free tools to find out what you qualify for and how much money you can save by refinancing. With competitive rates, now is a great time to buy your dream home and choose the loan terms that work best for you. Our fast funding options ensure you never miss out on the house you really want. Whether you're looking to lower your monthly payment, reduce the interest you pay, or take advantage of your home's equity with a cash-out refinance, we have the personalized mortgage solutions, fast quotes, great rates, and service with integrity to help you achieve your goals. Get your FREE customized rate comparison today and make the best choice for your unique situation with GTG Financial, Inc.
1421 Guerneville Rd # 100, Santa Rosa, CA 95403, United States -
Merrill Lynch Financial Advisor James M Below
● ClosedMerrill Lynch Financial Advisor James M Below, located at 90 South E Street, Santa Rosa, California, United States, has been assisting individuals and small businesses in managing their wealth since 1985. With a focus on retirement plans such as 401(k), Profit Sharing, and Defined Benefit plans, Mr. Below holds several prestigious designations in the field. He is also a Retirement Benefit Consultant and Portfolio Manager, dedicated to helping clients achieve their financial goals. By utilizing the global resources of Merrill, Mr. Below and his team provide personalized service and build strong client relationships based on trust. Through conversations and personalized plans, they help clients navigate life changes and market fluctuations to pursue their aspirations. With a commitment to understanding each client's unique needs and priorities, Mr. Below offers customized investment strategies and comprehensive financial solutions. As a Merrill Lynch Wealth Management Advisor, he is dedicated to helping clients live their best financial lives and achieve their goals.
90 S E St Ground Floor, Santa Rosa, CA 95404, United States -
Merrill Lynch Financial Advisor Nicholas Nicholson
● ClosedMerrill Lynch Financial Advisor Nicholas Nicholson is a dedicated finance institution located at 90 South E Street, Santa Rosa, California, United States. As an accessible, knowledgeable, and experienced financial advisor, Nicholas Nicholson is committed to building and maintaining a strong relationship with clients. Specializing in personalized financial planning, Nicholas offers the Merrill Personal Wealth Analysis™ to create a tailored plan based on individual goals and aspirations. At Merrill Lynch Wealth Management, the focus is on what matters most to clients - family, goals, and priorities. By understanding each client's unique needs and aspirations, Nicholas helps design and implement personalized financial plans to help manage investment risk and pursue financial goals. The institution offers access to investment insights from Merrill and banking solutions from Bank of America to address various financial needs.
90 S E St Ground Floor, Santa Rosa, CA 95404, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 1400 Fountaingrove Parkway in Santa Rosa, California, United States. They offer a wide range of financial services including investment management, retirement planning, and wealth management. With a team of experienced financial advisors, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses seeking sound financial advice.
1400 Fountaingrove Pkwy, Santa Rosa, CA 95403, United States -
Kate Wilusz - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedKate Wilusz, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 611 Humboldt Street in Santa Rosa, California, is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Kate and her team provide expert advice and guidance to help clients navigate the complexities of wealth management. Each Ameriprise advisor has their own "Top areas of focus," so clients can find an advisor whose approach aligns best with their financial needs. By reviewing advisors' backgrounds, credentials, and experience, clients can choose the right advisor for them. To get started, clients can fill out the "Request consultation" form to connect with Kate Wilusz or another desired advisor. The advisor will then reach out to schedule a complimentary initial consultation to discuss clients' financial goals and create a customized plan for their future financial success.
611 Humboldt St, Santa Rosa, CA 95404, United States -
Merrill Lynch Financial Advisor Jeffrey A James
● ClosedMerrill Lynch Financial Advisor Jeffrey A James, located at 90 South E Street in Santa Rosa, California, is a trusted and experienced finance institution committed to building strong relationships with clients. With a focus on personalized financial planning, Jeffrey James is a CFP® professional and Wealth Management Advisor with over 25 years of experience in the industry. Specializing in portfolio management and investment strategies, Jeffrey can help clients pursue their financial goals with a customized approach tailored to their individual needs. Active in the Santa Rosa community, Jeffrey is dedicated to serving clients and giving back through various civic organizations. The institution offers a range of capabilities including retirement income planning, wealth transfer solutions, and investment advisory services. By utilizing the Merrill Investment Personality Assessment, Jeffrey can gain a deeper understanding of clients' investment preferences and create a financial strategy aligned with their goals.
90 S E St Ground Floor, Santa Rosa, CA 95404, United States -
Merrill Lynch Financial Advisor J Stephen Reuter
● ClosedMerrill Lynch Financial Advisor J Stephen Reuter is a finance institution located at 90 South E Street, Santa Rosa, California, United States. Managing your wealth begins with a comprehensive understanding of your financial situation and goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, J Stephen Reuter can help create a personalized strategy tailored to your needs. As a Merrill Lynch Wealth Management Advisor, J Stephen Reuter focuses on building a long-lasting relationship with you, understanding your priorities, and helping you pursue your financial goals. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he can develop a customized plan that reflects your unique needs and preferences.
90 S E St Ground Floor, Santa Rosa, CA 95404, United States -
Hansel Volkswagen of Santa Rosa
● ClosedWelcome to Hansel Volkswagen of Santa Rosa, your premier destination for all things Volkswagen in the heart of Santa Rosa, California. Conveniently located at 2951 Corby Ave, our dealership proudly serves the community with an extensive selection of new and pre-owned Volkswagen vehicles, tailored to meet the diverse needs and preferences of our valued customers. At Hansel Volkswagen of Santa Rosa, we are dedicated to providing an exceptional car-buying experience. Our knowledgeable and friendly sales team is here to guide you through our impressive inventory, ensuring you find the perfect vehicle that suits your lifestyle and budget. Whether you're looking for a sleek sedan, a versatile SUV, or a reliable family car, we have the right Volkswagen for you.
2951 Corby Ave, Santa Rosa, CA 95407, United States -
Fiesta Auto Insurance & Tax Service
● ClosedFiesta Auto Insurance & Tax Service is a trusted finance and insurance agency located at 500 Sebastopol Avenue in Santa Rosa, California. Our dedicated team is committed to providing top-notch insurance and tax services to the local community. Whether you need auto insurance, home insurance, or assistance with your taxes, we are here to help. With years of experience and a reputation for excellent customer service, you can trust Fiesta Auto Insurance & Tax Service to meet all of your financial needs. Visit us today to learn more about how we can assist you with your insurance and tax needs.
500 Sebastopol Ave #C, Santa Rosa, CA 95407, United States -
George Petersen Insurance Agency
● ClosedGeorge Petersen Insurance Agency, located at 416 E Street in Eureka, California, is a trusted insurance agency that offers tailored solutions for businesses and individuals. Our comprehensive insurance plans and risk management services are designed with your unique needs in mind. From health and disability benefits to retirement programs, we strive to help you protect what matters most. Our team of dedicated personal insurance agents will work with you to develop a customized program that fits your lifestyle and budget. At George Petersen Insurance Agency, we prioritize building lasting relationships with our clients and earning their trust. With a client retention rate of over 95%, we are proud to be one of the most trusted insurance agencies in the industry.
416 E St, Eureka, CA 95501, United States -
Andy Esquivel - State Farm Insurance Agent
● ClosedAndy Esquivel - State Farm Insurance Agent is a top-rated insurance agency located at 637 Healdsburg Avenue in Healdsburg, California. Voted as the Top Insurance Agent in the Healdsburg Tribune 2023 Survey, Andy Esquivel's team has been serving the community since 1999. They offer a wide range of insurance products including auto, life, and financial services to customers in Healdsburg, Geyserville, Cloverdale, Windsor, Santa Rosa, and throughout Sonoma County. The team at Andy Esquivel's office is bilingual in Spanish and English, with over 70 years of combined State Farm experience. They are dedicated to helping customers make informed decisions about their insurance needs, whether it's for personal or business coverage. The agency sponsors local events and charities, showing their commitment to giving back to the community.
637 Healdsburg Ave, Healdsburg, CA 95448, United States -
George Petersen Insurance Agency
● ClosedGeorge Petersen Insurance Agency, located at 521 Main Street in Ferndale, California, is a health and insurance agency dedicated to providing comprehensive insurance plans and risk management services tailored to meet the unique needs of each individual or business. From health and disability benefits to retirement programs, their experienced agents are committed to helping clients protect their assets and loved ones. At George Petersen Insurance Agency, they prioritize building strong relationships with their clients and strive to earn their trust by putting their needs first. With a client retention rate of over 95%, they have established themselves as a reliable and trusted partner in the insurance industry.
521 Main St, Ferndale, CA 95536, United States -
George Petersen Insurance Agency
● ClosedGeorge Petersen Insurance Agency is a trusted insurance agency located at 39101 Ocean Drive in Gualala, California, United States. We offer tailored solutions for businesses, including comprehensive insurance plans and risk management services. Our benefits services cover health, disability, executive benefits, and retirement programs to help you retain your employees. For personal insurance needs, our dedicated agents can review your requirements and develop a customized program to protect you and your family. We prioritize building lasting relationships with our clients and have a client retention rate of over 95%, one of the highest in the industry.
39101 Ocean Dr, Gualala, CA 95445, United States -
The Central Office
● ClosedThe Central Office is a finance and store institution located at 1275 4th Street in Santa Rosa, California, United States. Our central location makes us easily accessible for all your financial needs. From banking services to retail products, we offer a wide range of options to meet your needs. Our knowledgeable staff is dedicated to providing excellent customer service and helping you find the best solutions for your financial goals. Visit us today at The Central Office for all your finance and shopping needs.
1275 4th St, Santa Rosa, CA 95404, United States -
U.S. Bank Branch
● ClosedThe U.S. Bank Branch located at 2308 Magowan Drive in Santa Rosa, California, is a trusted financial institution offering a wide range of banking services to individuals and businesses. With a commitment to providing excellent customer service and innovative financial solutions, this branch is dedicated to helping customers achieve their financial goals. Whether you need assistance with personal banking, loans, investments, or business banking, the knowledgeable staff at this branch is ready to assist you. Visit the U.S. Bank Branch in Santa Rosa for all your banking needs.
2308 Magowan Dr, Santa Rosa, CA 95405, United States -
Oportun
● ClosedOportun is a finance institution located at 711 Stony Point Road in Santa Rosa, California. We specialize in providing responsible and affordable lending options to individuals who may not have access to traditional financial services. Our mission is to help our customers build a better future by offering fair and transparent lending solutions. With a focus on financial inclusion, Oportun strives to empower individuals to achieve their financial goals and improve their overall well-being. Visit us today to learn more about our services and how we can help you take control of your financial future.
711 Stony Point Rd, Santa Rosa, CA 95407, United States -
5 Star Car Title Loans
● Closed5 Star Car Title Loans is a finance institution located at 164 Calistoga Road, Santa Rosa, California, United States. Our services include offering installment and payday loans ranging from $250 to $2000 through our lending partners. Applicants must be at least 18 years old (19 in Alabama) and must prove their ability to repay the loan. Approval of loans is subject to meeting the credit criteria of the lender and may require offering assets as collateral. The actual loan amounts, terms, and APR may vary for each consumer. Proceeds of the loan are intended for personal, household, or family use. Customers can fill out an application form in just five minutes and may receive conditional approval, with final funding typically occurring on the same business day. Some lenders offer the option to rescind the application within three days of receiving the loan. We remind customers that car title loans are expensive and should be used as a short-term solution for immediate cash needs. For assistance with our website, please call (510) 992-4050.
164 Calistoga Rd, Santa Rosa, CA 95409, United States -
Priority Lending Mortgage Corp
● ClosedPriority Lending Mortgage Corp is a reputable finance institution located at 818 Mendocino Avenue in Santa Rosa, California. As a leading mortgage company, we specialize in providing personalized loan solutions to help our clients achieve their homeownership dreams. With a team of experienced professionals, we offer competitive rates and exceptional customer service to ensure a smooth and efficient lending process. Whether you are a first-time homebuyer or looking to refinance, Priority Lending Mortgage Corp is here to help you every step of the way. Contact us today to learn more about our services and how we can assist you with your mortgage needs.
818 Mendocino Ave, Santa Rosa, CA 95401, United States -
Umpqua Bank
● ClosedUmpqua Bank, located at 801 Fourth St in Santa Rosa, California, is a financial institution dedicated to building economic vitality in the community. Whether you are looking for personal banking, business banking, or private banking services, Umpqua Bank is here to help. With a focus on prioritizing people and their needs, Umpqua Bank offers a range of financial solutions including checking, savings, loans, and credit cards for individuals and businesses of all sizes. For businesses, Umpqua Bank provides expert analysis and a variety of financing options such as lines of credit, SBA loans, real estate loans, and equipment financing. Their goal is to understand each customer's specific needs and provide tailored solutions to help them reach their financial goals.
801 4th St, Santa Rosa, CA 95404, United States -
First Republic Bank
● ClosedFirst Republic Bank, located at 640 3rd Street in Santa Rosa, California, is a full-service financial institution offering a range of banking and investment services. With a focus on customizing solutions and providing exceptional service, our team is dedicated to meeting the needs of our clients. Deposit products and services are provided by JPMorgan Chase Bank, N.A., ensuring security and peace of mind for our customers. Investing with us involves market risk, but our experienced team at J.P. Morgan Wealth Management is here to help navigate these challenges. Trust and fiduciary services are also available through JPMorgan Chase Bank, N.A., providing a comprehensive approach to financial planning. Insurance products are offered through Chase Insurance Agency, Inc., giving clients access to additional protection and coverage. Please note that investment and insurance products are not FDIC insured and carry certain risks. At First Republic Bank, we are committed to helping our clients achieve their financial goals with confidence and peace of mind.
640 3rd St, Santa Rosa, CA 95404, United States -
Westamerica Bank
● ClosedWestamerica Bank is a trusted financial institution located at 111 Santa Rosa Avenue in Santa Rosa, California. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. With our convenient ATM services, customers can easily access their accounts and conduct transactions at any time. Our dedicated team of professionals is committed to providing personalized service and financial solutions to help our customers achieve their goals. Visit us at Westamerica Bank to experience the difference in banking.
111 Santa Rosa Ave, Santa Rosa, CA 95404, United States -
Chase Bank
● ClosedChase Bank, located at 2300 Sonoma Avenue in Santa Rosa, California, is a full-service financial institution offering a range of banking and investment services. With a team of business professionals specializing in improving cash flow, providing credit solutions, and managing payroll, Chase also offers online and mobile banking services, business credit cards, and payment acceptance solutions tailored for businesses. J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co., offers investment products and services through J.P. Morgan Securities LLC and annuities through Chase Insurance Agency, Inc. Chase Bank is a subsidiary of JPMorgan Chase Bank, N.A., and offers a variety of banking and investment products for individuals and businesses. Please note that all account documents are in English, and not all products may be available in all states. Chase Private Client is a banking and investment product and service offering, subject to approval. Deposit products and related services are offered by JPMorgan Chase Bank, N.A., Member FDIC.
2300 Sonoma Ave, Santa Rosa, CA 95405, United States -
Calgoveba
● ClosedCalgoveba is a reputable insurance agency located at 5999 Ridge View Street in Santa Rosa Valley, California. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on customer service and expertise in the insurance industry, Calgoveba strives to offer comprehensive coverage options at competitive rates. Whether you are looking for auto, home, life, or business insurance, Calgoveba is here to help protect what matters most to you. Contact us today to learn more about our services and how we can assist you with your insurance needs.
5999 Ridge View St, Santa Rosa Valley, CA 93012, United States -
Farmers Insurance - Robert Lanier
● ClosedFarmers Insurance - Robert Lanier is an insurance agency located at 9025 Old Redwood Highway in Windsor, California, United States. As a local Farmers® agent serving the Windsor and Santa Rosa areas, Robert Lanier helps commercial clients resolve business challenges and find insurance coverage that suits their needs. With over 30 years of experience as an executive and owner of small technology businesses, Robert uses his problem-solving skills to provide personalized service to both commercial and personal lines customers. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Robert Lanier can assist you in selecting the right car insurance coverage for your budget. You can also get a home insurance quote to protect your valuable possessions in case of a disaster.
9025 Old Redwood Hwy Ste. C, Windsor, CA 95492, United States -
New York Life Insurance
● ClosedNew York Life Insurance is a reputable insurance agency located at 149 Stony Circle in Santa Rosa, California. As a leading provider of insurance services, New York Life Insurance offers a wide range of coverage options to meet the needs of individuals and families. With a commitment to customer satisfaction and financial security, the agency prides itself on delivering personalized and reliable insurance solutions. Whether you are looking for life insurance, retirement planning, or investment products, New York Life Insurance is dedicated to helping you protect what matters most. Contact them today to learn more about their services and how they can help you secure a brighter financial future.
149 Stony Cir Suite 200, Santa Rosa, CA 95401, United States -
Ryan Mortgage Co
● ClosedRyan Mortgage Co is a leading finance institution located at 2129 4th Street in Santa Rosa, California, United States. We specialize in providing personalized mortgage solutions to help our clients achieve their homeownership goals. With a team of experienced professionals, we offer competitive rates and exceptional customer service to make the mortgage process smooth and stress-free. Whether you are a first-time homebuyer or looking to refinance, trust Ryan Mortgage Co to guide you every step of the way. Contact us today to learn more about our services and how we can help you secure the perfect loan for your needs.
2129 4th St, Santa Rosa, CA 95404, United States -
NerdyGirl Group Inc
● OpenNerdyGirl Group Inc is a leading accounting and finance institution located at 740 4th Street in Santa Rosa, California, United States. Our team of skilled professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on accuracy and attention to detail, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, bookkeeping, or financial planning, NerdyGirl Group Inc is here to help. Contact us today to learn more about how we can support your financial needs.
740 4th St # 114, Santa Rosa, CA 95404, United States -
Global Financing Online
● OpenGlobal Financing Online is a reputable finance institution located at 205 5th Street in Santa Rosa, California, United States. As a leading provider of financial services, we offer a wide range of online financing solutions to individuals and businesses worldwide. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through innovative and personalized financial strategies. With a commitment to excellence and customer satisfaction, Global Financing Online is the trusted choice for all your financial needs.
205 5th St G, Santa Rosa, CA 95401, United States -
North Bay Card Services
● ClosedNorth Bay Card Services is a leading financial institution located at 445 Orchard Street in Santa Rosa, California, United States. Specializing in card services, we offer a wide range of financial solutions to help individuals and businesses manage their finances effectively. Our team of experienced professionals is dedicated to providing top-notch customer service and personalized assistance to our clients. Whether you need help with credit card processing, merchant services, or any other financial needs, North Bay Card Services is here to help. Visit us today to learn more about how we can assist you in reaching your financial goals.
445 Orchard St, Santa Rosa, CA 95404, United States
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