Customized financial consulting in Union City, California

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.

Coast Central Credit Union Bayshore Mall is a financial institution located at 3300 Broadway Street in Eureka, California, United States. This institution offers ATM services and various financial products. CCCU prioritizes the safety and security of its members, warning against sharing sensitive information with anyone claiming to be from the credit union. They also provide college scholarships for graduating high school seniors and participate in economic development programs. At Coast Central, they are dedicated to making a positive impact on the local community and environment. They have implemented sustainability efforts such as recycling bins in break rooms, paperless banking options, and energy-efficient practices. Members have praised the credit union for their excellent service, easy loan processes, and convenient online banking platform.

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.

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.

Union Retirement Solutions is a finance institution located at 6101 Bollinger Canyon Road in San Ramon, California, United States. Our dedicated team, led by Jeff, is committed to helping individuals and families achieve their ideal retirements. We offer a range of services including retirement income planning, wealth management, and informational workshops to assist you in reaching your retirement goals. Our mission is to provide thoughtful guidance and support as you prepare for this new chapter in your life. Whether you are looking to create a retirement strategy using insurance products or learn more about maximizing your retirement income, we are here to help. Attend one of our workshops or webinars to gain valuable insights and prepare for the future.

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.

Mission Fed Credit Union - Raymond James is a trusted financial institution located at 1500 East Valley Parkway in Escondido, California. As a credit union, they offer a wide range of financial services including savings accounts, loans, and investment opportunities. Their partnership with Raymond James allows them to provide expert financial advice and personalized investment strategies to help their members achieve their financial goals. With a commitment to customer service and community involvement, Mission Fed Credit Union - Raymond James is a reliable choice for all your financial needs in the Escondido area.

Coast Central Credit Union Weaverville is a convenient financial institution located at 40 Glen Road in Weaverville, California, United States. As a trusted credit union, we offer a range of financial services including ATM access for our members. Our friendly staff is dedicated to providing excellent customer service and helping our members achieve their financial goals. Visit us today to experience the benefits of being a part of Coast Central Credit Union Weaverville.

Financial Partners Credit Union, located at 1665 Scenic Avenue in Costa Mesa, California, offers a range of financial solutions to help you achieve your goals. Whether you're looking for a new car, planning a big purchase, or just want to bank smarter, Financial Partners has you covered. With personalized product recommendations based on your unique financial goals, you can trust that you're getting the best advice for your situation. Take advantage of special offers like 0% APR for 12 months and 5,000 APEX bonus points when you open a new account. Plus, earn rewards like free cell phone insurance and APEX points for completing debit card transactions. With branches throughout California, including in Los Angeles, Orange County, San Diego, and San Francisco, Financial Partners is here to help you every step of the way.

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.

Cathy Start - State Farm Insurance Agent is a reputable insurance agency located at 33331 Alvarado-Niles Road in Union City, California. With over 30 years of experience as a State Farm Agent, Cathy Start is dedicated to serving all your financial and insurance needs. The institution has received numerous accolades and awards, including Legion of Honor Qualifier, Bronze Tablet Qualifier, Silver Scroll Qualifier, Golden Triangle Award, and Crystal Excellence Award. They are also a National Convention Qualifier. Conveniently located next to Bank of the West, Cathy Start - State Farm Insurance Agent offers services in both English and Tagalog. While auto online quoting is not available at this time, customers are encouraged to call, text, visit, or ask for an auto quote in person.

Yogi Chugh - State Farm Insurance Agent is a local insurance agency located at 3650 Thornton Avenue, Fremont, California, United States. We are committed to providing personalized insurance coverage for auto, home, renters, life, and business insurance needs. As a State Farm Insurance Agent, we are dedicated to helping individuals and businesses with their insurance and financial services needs. We offer free insurance quotes for residents of Fremont, Newark, Union City, Hayward, Castro Valley, San Leandro, San Jose, San Francisco, and all over California. Our team is fluent in English, Hindi, Punjabi, Marathi, Gujarati, Spanish, and Tagalog to better serve our diverse community.

Farmers Insurance - Desiree Ortega is a local insurance agency located at 2940 Union Avenue in San Jose, California. As your Farmers Insurance agent, Desiree Ortega is dedicated to providing personalized solutions tailored to fit your needs. With over 11 years of experience in the insurance industry, Desiree can help you navigate the unique challenges of the California market. The McKenna Ortega Insurance Agency, a 4th generation Farmers Insurance Agency, treats clients like family and has been serving customers for over 50 years. Desiree Ortega offers a range of insurance options including auto, home, umbrella, commercial, and life insurance. By getting to know each client individually, Desiree is able to create customized plans that address specific needs and priorities. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Desiree can help you find the right insurance policy within your budget.

Farmers Insurance - Jessie Navarro is an insurance agency located at 1426 Aviation Boulevard, Redondo Beach, California, United States. Our team of licensed agents has been serving the Manhattan, Hermosa, and Redondo beach cities for over 13 years. We specialize in custom insurance policies for various home types in the South Bay area, including townhomes, condos, HOA's, and single-family homes. As a sponsor of Redondo Union High school sports activities, we are dedicated to serving the community for many more years to come. We offer comprehensive coverage for auto insurance, home insurance, life insurance, renters insurance, business insurance, and condo insurance. Our goal is to provide personalized insurance solutions to meet your needs and budget. With over 80 years of experience, Farmers Insurance has a proven track record of protecting your most valuable possessions.

Farmers Insurance - Rachna Bhatnagar is a reputable insurance agency located at 39899 Balentine Drive in Newark, California. With over 25 years of experience in California, Rachna Bhatnagar takes pride in serving the local community and surrounding areas. Specializing in home insurance, auto insurance, recreational coverage, business insurance, and life insurance, the agency is dedicated to putting the customer first and ensuring that each client is well taken care of. Whether you are located in Fremont, Union City, Dublin, Pleasanton, or anywhere in the greater Bay Area, Rachna Bhatnagar welcomes you to visit the conveniently located office. With a focus on building lasting relationships with customers, the agency offers comprehensive coverage options, competitive rates, and discounts to help you save money. Additionally, Rachna Bhatnagar provides personalized assistance in selecting the right insurance coverage for your needs and budget. Whether you need renters insurance, condo insurance, or personal umbrella insurance, the agency is committed to providing added protection for your assets and future earnings. For a solid financial plan and peace of mind, schedule an appointment with Rachna Bhatnagar today.

STN Inc, located at 4464 Willow Road in Pleasanton, California, is a leading institution that prioritizes information security in all aspects of its operations. Partnering with industry leaders in technology, STN offers reliable solutions across multiple time zones in Tier 3 and 4 data centers. Clients who have migrated to STN have been consistently impressed by the excellence and unparalleled hosting experience provided by the institution. With top-notch performance, unbeatable customer support, user-friendly interfaces, and strong security measures, STN has established itself as a trusted leader in hosting services.

O'Rourke & Associates is a leading institution located at 395 Oyster Point Boulevard in South San Francisco, California, United States. Specializing in providing comprehensive, customized solutions for credit unions, O'Rourke & Associates focuses on putting people at the forefront of everything they do. Through a lens of inclusivity, they offer recruiting services to attract diverse, qualified talent, consulting to develop systems that advance people, and planning to keep talent engaged and rewarded. The team at O'Rourke & Associates leverages passion, dedication, and expertise to build a more inclusive credit union system, helping businesses confidently move forward. With glowing testimonials from satisfied clients, O'Rourke & Associates is known for delivering high-quality executive search services, leadership development, and employee engagement solutions.

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.

Schwartz & Schwartz is a leading accounting and finance institution located at 591 Camino De La Reina in San Diego, California, United States. With a people-first philosophy and modern technologies, we offer a wide range of services including bookkeeping, tax preparation, payroll, HR, 401(k) management, and AI consulting for small businesses. Our deep understanding of the community and decades of local tax preparation experience make us a trusted partner in helping businesses achieve success. As a two-generation strong institution, we pride ourselves on our client testimonials and recognition as one of the best accounting firms in San Diego by the Union-Tribune Reader's poll. Our customized strategies and partner-level attention to detail set us apart in the industry. From essential services to data-driven dashboards, we have a program for every business.

Welcome to Hii Mortgage Loans Arcata CA, your trusted local mortgage broker located at 684 Hidden Creek Road, Arcata, California 95521. We specialize in providing personalized financial solutions to help you achieve your real estate goals. Whether you're a first-time homebuyer or looking to refinance, we offer a range of mortgage options with competitive interest rates, low down payment requirements, and flexible underwriting procedures to ensure affordability and satisfaction. Our dedicated team is committed to guiding you through the entire mortgage process, ensuring transparency and understanding every step of the way. With our unparalleled expertise and unmatched dedication, we prioritize building sustainable relationships with our clients, offering tailored solutions even for those with challenging financial situations.