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TOP 30 Financial advice in Union City, CA
221 results found
Search for local businesses, places and services near you
Kinecta Federal Credit Union - Lakewood
Welcome to Kinecta Federal Credit Union - Lakewood, your trusted financial partner located at 4055 Hardwick Street, Lakewood, California. At Kinecta, we are committed to providing exceptional financial services tailored to meet the diverse needs of our community. As a member-owned credit union, we prioritize your financial well-being and offer a wide range of products and services, including savings and checking accounts, loans, mortgages, and investment options. Our Lakewood branch is staffed with experienced professionals dedicated to delivering personalized service and expert financial advice. Whether you're planning for the future, looking to purchase a home, or simply managing your day-to-day finances, Kinecta is here to help you achieve your financial goals. Visit us today and experience the difference of banking with a credit union that truly values its members.
LBS Financial Credit Union
Welcome to LBS Financial Credit Union, your trusted partner in achieving financial success located conveniently at 6417 East Spring Street, Long Beach, California. As a member-focused financial institution, we offer a comprehensive range of services designed to meet your banking needs. Whether you're looking to access our user-friendly ATMs for quick and secure transactions or seeking personalized financial advice, our dedicated team is here to assist you. At LBS Financial Credit Union, we pride ourselves on fostering strong community ties and providing exceptional service to each of our members. Our commitment to your financial well-being is reflected in our diverse offerings, including savings and checking accounts, loans, credit cards, and more. Experience the difference of banking with a credit union that truly cares about your financial future.
Sea Air Federal Credit Union
Welcome to Sea Air Federal Credit Union, your trusted partner in financial services, conveniently located at 800 Seal Beach Boulevard on the Naval Weapons Station in Seal Beach, California. As a dedicated credit union, we offer a comprehensive range of financial solutions tailored to meet the unique needs of our community members. Whether you're looking to manage your finances with ease through our accessible ATM services or seeking personalized financial advice, our experienced team is here to help you every step of the way. At Sea Air Federal Credit Union, we prioritize your financial well-being, providing secure and reliable services in a friendly and welcoming environment. Visit us today and discover how we can support your financial journey with integrity and excellence.
Post City Financial Credit Union
Welcome to Post City Financial Credit Union, your trusted financial partner in Long Beach, California. Conveniently located in the heart of the 90808 area, we are dedicated to serving our community with a wide range of financial services tailored to meet your needs. Whether you're looking for personal banking solutions, competitive loan options, or investment advice, our experienced and friendly team is here to help you achieve your financial goals. At Post City Financial Credit Union, we pride ourselves on offering personalized service, innovative financial products, and a commitment to the financial well-being of our members. Join us today and experience the difference of a credit union that truly cares about you and your future.
F & A Federal Credit Union
Welcome to F & A Federal Credit Union, your trusted financial partner located in the heart of Whittier, California. Situated at 13303 Hadley Street, our establishment is dedicated to providing exceptional financial services to the community. As a member-focused credit union, we offer a wide range of services including ATMs for convenient access to your funds, competitive loan options, and personalized financial advice to help you achieve your financial goals. Our commitment to excellent customer service and community support makes us more than just a financial institution; we are a part of your financial journey. Visit us today to experience the difference of banking with F & A Federal Credit Union, where your financial well-being is our priority.
SchoolsFirst Federal Credit Union - Whittier
Welcome to SchoolsFirst Federal Credit Union - Whittier, your trusted partner in financial services located conveniently at 13524 Whittier Boulevard, Whittier, California. As a member-focused credit union, we are committed to providing personalized financial solutions to educators, school employees, and their families. Our Whittier branch offers a wide range of services, including savings and checking accounts, loans, mortgages, investment options, and financial planning assistance. Our knowledgeable and friendly staff are dedicated to helping you achieve your financial goals with tailored advice and exceptional service. Visit us today to experience the difference of a community-driven financial institution that prioritizes your needs. Join SchoolsFirst Federal Credit Union - Whittier, where your financial well-being is our top priority.
SchoolsFirst Federal Credit Union - San Juan Capistrano District
Welcome to SchoolsFirst Federal Credit Union in San Juan Capistrano! Conveniently located at 33122 Valle Road, our branch is dedicated to serving the financial needs of our community with integrity and excellence. As a member-owned financial cooperative, we are committed to providing personalized service and tailored financial solutions to help you achieve your financial goals. At SchoolsFirst Federal Credit Union, we offer a wide range of financial products and services designed to meet your needs, including savings and checking accounts, loans, credit cards, and investment options. Our knowledgeable and friendly team is here to assist you with expert advice and guidance, ensuring you make informed decisions about your financial future.
Frontwave Credit Union: Camp Pendleton - SOI
Welcome to Frontwave Credit Union at Camp Pendleton - SOI, your trusted financial partner dedicated to serving the needs of the military community and beyond. Conveniently located at 520409 Basilone Road, Camp Pendleton North, California, our branch offers a comprehensive range of financial services designed to help you achieve your financial goals. Whether you're looking for personal banking solutions, competitive loan options, or secure ATM services, our expert team is here to assist you every step of the way. At Frontwave Credit Union, we pride ourselves on delivering exceptional customer service and tailored financial advice in a welcoming and supportive environment. Visit us today to experience the difference of banking with a credit union that truly cares about your financial well-being.
LBS Financial Credit Union
Welcome to LBS Financial Credit Union, your trusted partner in financial services conveniently located at 11239 183rd Street, Cerritos, California. At LBS Financial, we are committed to providing our community with exceptional financial solutions and personalized services tailored to meet your needs. Whether you're looking to access one of our user-friendly ATMs or seeking expert financial advice, our team is dedicated to helping you achieve your financial goals. With a strong focus on member satisfaction, we offer a range of services designed to make banking easy and accessible, including savings and checking accounts, loans, and more. Visit us today and experience the difference of banking with a financial institution that truly cares about its members.
Jeff Sinfuego - State Farm Insurance Agent
Jeff Sinfuego - State Farm Insurance Agent is a trusted insurance agency located at 4123 Dyer Street in Union City, California. Our office is conveniently situated above Elite Bakery on Alvarado Blvd and Dyer Street. While online quoting is not currently available, you can easily reach out to us via call, text, or visit for a personalized quote tailored to your needs. With over a decade of experience in the insurance industry, we proudly serve the communities of Hayward, San Leandro, Union City, San Lorenzo, Oakland, Fremont, Milpitas, and the wider San Francisco Bay Area. Our dedicated team is committed to providing you with the best financial and insurance solutions to meet your individual requirements.
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.
SDCCU Escondido Branch
The SDCCU Escondido Branch is a convenient banking and financial institution located at 1875 South Centre City Parkway in Escondido, California. Offering a range of services including ATM access, traditional banking services, and financial advice, this branch is committed to providing excellent customer service and meeting the financial needs of individuals and businesses in the community. With a convenient location and a dedicated team of professionals, SDCCU Escondido Branch is the go-to destination for all your banking needs.
Bridge Law LLP
Bridge Law LLP is a prestigious law firm located at 2 Union Square in Union City, California, United States. Specializing in domestic and international counsel for families and businesses, our award-winning estate planning attorneys are experts in designing robust asset protection plans to safeguard your legacy and wealth. We can help you restructure and save on various taxes such as property taxes, income taxes, capital gain taxes, estate taxes, gift taxes, and generation-skipping transfer taxes. Our team of corporate lawyers can handle all your legal business needs, including business formations, mergers & acquisitions, and tax planning. We also have a dedicated team of international law attorneys who excel at integrating local and foreign regulations to meet each client's unique business objectives.
Cathy Start - State Farm Insurance Agent
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.
Rachel Bhan - State Farm Insurance Agent
Rachel Bhan - State Farm Insurance Agent is an insurance agency located at 1625 North Capitol Avenue in San Jose, California, United States. As April is Distracted Driving Awareness Month, the institution emphasizes the importance of checking auto insurance liability coverage to ensure proper protection for you and your family. With 24 years of experience serving the communities of San Jose, Milpitas, Fremont, Union City, and Santa Clara, Rachel Bhan is dedicated to providing exceptional service and personalized care. The agency offers insurance and financial services in English, Spanish, and Hindi, catering to a diverse clientele. Beyond insurance, Rachel Bhan is actively involved in supporting the community, particularly immigrant families, by providing essential services and resources. The agency's commitment to giving back extends to various charitable initiatives, including building a preschool and working with homeless shelters. Whether you need auto insurance, home insurance, life insurance, small business insurance, or renters insurance, Rachel Bhan and her licensed team are ready to assist you.
SDCCU Santee Branch
SDCCU Santee Branch is a convenient banking institution located at 286 Town Center Parkway in Santee, California. As a branch of San Diego County Credit Union, it offers a range of financial services including ATM access, banking services, and financial advice. Whether you need to make a deposit, withdraw cash, or speak with a financial advisor, SDCCU Santee Branch is here to help you with all your financial needs. Visit us today to experience personalized service and convenient banking options.
Associated Professional Advisors
Associated Professional Advisors is a renowned institution located at 205 Union Avenue in Santa Maria, California, United States. Specializing in accounting and finance, our team of experienced professionals are dedicated to providing high-quality financial services and advice to individuals and businesses alike. With a commitment to excellence and a personalized approach, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today to see how Associated Professional Advisors can help you with all your accounting and finance needs.
e-stepping stone
E-Stepping Stone is a trusted insurance agency located at 1791 Decoto Road in Union City, California. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. With a team of experienced agents, we strive to offer top-notch customer service and expert advice on a wide range of insurance products. Whether you are looking for auto, home, life, or business insurance, E-Stepping Stone is here to help you navigate the complex world of insurance and find the coverage that best suits your needs. Visit us today to take the first step towards securing your financial future.
Merrill Edge
Merrill Edge is a finance institution located at 31800 Alvarado Boulevard, Union City, California, United States. They offer online investing, trading, brokerage, and advice services. With Merrill Guided Investing, you can start investing with $0 in program fees for the first 6 months. It is important to note that investing in securities comes with risks, and there is always the potential of losing money. Merrill also provides a range of brokerage, investment advisory, and other financial services. Banking products are offered by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a wholly owned subsidiary of BofA Corp. Additional information can be found in their Client Relationship Summary and Form CRS.
Douglas C. Finstrom
Douglas C. Finstrom is a reputable accounting and finance institution located at 523 Union Avenue in Campbell, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, Douglas C. Finstrom is dedicated to providing top-notch financial solutions to meet your needs.
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.
Compass Consulting
Compass Consulting is a consulting company located at 1700 Aviara Parkway in Carlsbad, California. Specializing in providing financial advice platforms for banks and credit unions, Compass Consulting utilizes decades of industry experience to help institutions increase profitability, improve client/member retention and satisfaction, enhance overall client/member experience, boost employee retention and satisfaction, and improve performance and collaboration across lines of business. With a focus on leveling the playing field for regional banks and credit unions to excel in wealth management and financial planning, Compass Consulting's team of experts deliver strategies, assist in implementing solutions, and ensure exceptional results. In a changing wealth management landscape where regional banks and credit unions have seen significant growth, Compass Consulting helps institutions capitalize on their competitive advantages over larger banks and firms.
Accountico, Inc
Accountico, Inc is a trusted accounting and finance institution located at 33476 Alvarado-Niles Road in Union City, California, United States. We treat each client’s business as if it were our own, ensuring their satisfaction is our top priority. Our team at Accountico Inc specializes in a range of services, including accounting, bookkeeping, tax services, payroll, business registration, and financial advising. With our expertise in multiple disciplines, we bring innovative solutions to help your company thrive and succeed in the long term. Whether you need assistance with funding for a new development initiative or guidance on business shareholdings, our experienced accountants and financial advisers are here to support you every step of the way.
ATM (J & H Auto Services Center)
ATM (J & H Auto Services Center) is a multi-functional institution located at 3707 Union Avenue in San Jose, California, United States. This establishment offers convenient ATM services for financial transactions, as well as expert car repair services for all makes and models. Whether you need to withdraw cash, repair your vehicle, or seek financial advice, ATM (J & H Auto Services Center) is your one-stop shop for all your needs. Visit us today for top-notch service and assistance.
Russell & Co
Russell & Co is a reputable accounting and finance institution located at 542 Union Street in Red Bluff, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Russell & Co to provide accurate and reliable financial advice to help them achieve their goals. Whether you are an individual or a business owner, Russell & Co is dedicated to helping you navigate the complexities of the financial world with ease.
Carletty Tax Services
Carletty Tax Services is a reputable accounting and finance institution located at 2901 Seriana Place in Union City, California, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses, helping them navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or filing, Carletty Tax Services is dedicated to providing personalized and reliable financial solutions to meet your needs. Contact them today to schedule a consultation and take control of your finances.
N & Q Services
N & Q Services is a reputable accounting and finance institution located at 1320 Decoto Road in Union City, California. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advice. Our goal is to help individuals and businesses achieve their financial goals and navigate the complex world of finance with confidence. Visit us today to see how we can help you with your financial needs.
Boman Accounting Group Inc
Boman Accounting Group Inc is a trusted accounting and finance institution located at 20 Union Avenue in Campbell, California, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial consulting. With a commitment to accuracy and personalized service, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
ATM Machine at Fort Ord Car Care Center
Welcome to the ATM Machine at Fort Ord Car Care Center, your trusted financial service provider conveniently located at 4220 General Jim Moore Boulevard in Seaside, California. Whether you're a local resident or just passing through, our ATM is here to offer you easy and secure access to your cash whenever you need it. At our facility, we not only provide standard ATM services but also offer insights and opportunities for those interested in the ATM business. Are you exploring the potential of owning an ATM machine or looking for ATM processing services? Discover the secrets that successful ATM machine owners use to generate a lifetime of passive income with minimal effort. Our team is ready to guide you through the process of setting up and managing your ATM business, ensuring you have all the resources and support needed for success.
ATM Machine at Bodega Country Store
Welcome to the ATM Machine at Bodega Country Store, conveniently located at 17190 Bodega Highway, Bodega, California 94922. We offer a seamless and reliable ATM experience, tailored to meet all your financial needs. Whether you're a local resident or a visitor passing through the charming town of Bodega, our ATM provides quick access to cash and essential financial services right when you need them. Our ATM services are not just about convenience; we're here to support entrepreneurs and business professionals interested in the ATM business. If you're exploring the potential of owning an ATM or seeking comprehensive ATM processing services, we offer expert guidance and resources to help you succeed. Discover how the ATM business can become a source of passive income, offering you a chance to make your money work for you.
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