Financial goal achievement in San Jose, CA
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Flagstar Private Banking
● ClosedFlagstar Private Banking is a prestigious financial institution located at 111 West Saint John Street in San Jose, California. As a private bank, we offer personalized financial services and solutions tailored to meet the unique needs of our high-net-worth clients. Our team of experienced professionals provides expert advice and guidance to help our clients achieve their financial goals and secure their financial future. With a focus on wealth management, investment strategies, and estate planning, Flagstar Private Banking is dedicated to providing top-tier service and expertise to our valued clients.
111 W St John St Suite 1120, San Jose, CA 95113, United States -
Patelco Credit Union
● ClosedPatelco Credit Union is a trusted financial institution located at 5185 Cherry Avenue in San Jose, California. As a credit union, we offer a wide range of banking and financial services to our members, including savings accounts, checking accounts, loans, and investment options. Our dedicated team of professionals is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to learn more about how we can help you manage your money and plan for the future.
5185 Cherry Ave #50, San Jose, CA 95118, United States -
Valley Multi Services
● ClosedValley Multi Services is a finance institution located at 2899 Senter Road in San Jose, California. We offer a wide range of financial services to individuals and businesses in the area. Our experienced team is dedicated to providing excellent customer service and helping our clients achieve their financial goals. Whether you need assistance with taxes, loans, or other financial matters, Valley Multi Services is here to help. Visit us today to see how we can assist you with your financial needs.
2899 Senter Rd # 140, San Jose, CA 95111, United States -
Advance America
● ClosedAdvance America is a reputable financial institution located at 5568 Monterey Street in San Jose, California. As a leading provider of financial services in the United States, Advance America offers a wide range of financial solutions to help individuals manage their money and achieve their financial goals. Whether you need a payday loan, installment loan, or title loan, Advance America is dedicated to providing fast, reliable, and convenient financial assistance to customers in need. With a team of friendly and knowledgeable staff members, Advance America is committed to delivering exceptional customer service and ensuring that each customer receives the personalized attention they deserve. Visit Advance America today to learn more about how they can help you with your financial needs.
5568 Monterey Rd, San Jose, CA 95138, United States -
Meriwest Credit Union
● ClosedMeriwest Credit Union is a trusted financial institution located at 1795 Hillsdale Avenue in San Jose, California. As a credit union, Meriwest offers a wide range of banking and financial services to its members, including checking and savings accounts, loans, mortgages, and investment options. With a focus on providing personalized service and competitive rates, Meriwest Credit Union is committed to helping individuals and businesses achieve their financial goals. Additionally, Meriwest Credit Union also offers convenient ATM services for easy access to cash and account management. Visit Meriwest Credit Union today to experience the benefits of membership and secure your financial future.
1795 Hillsdale Ave Suite 10, San Jose, CA 95124, United States -
123 We Fix Credit
● Closed123 We Fix Credit is a finance institution located at 1900 Camden Avenue in San Jose, California. Our dedicated team of experts specializes in helping individuals repair and improve their credit scores. Whether you are looking to buy a home, car, or simply want to boost your credit profile, we are here to provide personalized solutions tailored to your specific needs. With years of experience and a proven track record of success, you can trust 123 We Fix Credit to help you achieve your financial goals. Contact us today to learn more about our services and start your journey towards a better credit future.
1900 Camden Ave #101c, San Jose, CA 95124, United States -
TIAA Bank Home Lending
● OpenTIAA Bank Home Lending is a financial institution located at 333 West San Carlos Street in San Jose, California. As a leading provider of home lending services, TIAA Bank offers a range of mortgage and loan options to help individuals achieve their homeownership goals. With a focus on customer service and competitive rates, TIAA Bank is committed to helping clients navigate the home buying process with ease. Additionally, TIAA Bank also provides ATM services for convenient access to banking needs. Visit TIAA Bank Home Lending today to learn more about their offerings and how they can help you achieve your financial goals.
333 W San Carlos St #1625, San Jose, CA 95110, United States -
Citi
● ClosedCiti is a renowned bank and financial institution located at 6079 Meridian Avenue in San Jose, California, United States. With a strong presence in the financial industry, Citi offers a wide range of banking services including personal and business accounts, loans, investments, and wealth management. Known for their innovative financial solutions and exceptional customer service, Citi is a trusted partner for individuals and businesses looking to achieve their financial goals. Visit Citi at their San Jose location to experience top-notch banking services and expertise.
6079 Meridian Ave, San Jose, CA 95120, United States -
Eagle Home Loans
● OpenEagle Home Loans is a leading finance institution located at 1190 Park Avenue in San Jose, California, United States. We specialize in providing personalized home loan solutions to help our clients achieve their dream of homeownership. Our team of experienced professionals is dedicated to guiding you through the loan process and finding the best financing options to suit your needs. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Eagle Home Loans 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 in achieving your financial goals.
1190 Park Ave B, San Jose, CA 95126, United States -
Santa Clara County Federal Credit Union
● ClosedSanta Clara County Federal Credit Union is a trusted financial institution located at 255 North White Road in San Jose, California, United States. As a full-service credit union, we offer a wide range of financial services including banking, ATM services, and various finance options. Our mission is to provide our members with personalized, high-quality financial solutions to help them achieve their financial goals. With a commitment to community involvement and member satisfaction, Santa Clara County Federal Credit Union is here to serve the residents of Santa Clara County and beyond.
255 N White Rd, San Jose, CA 95127, United States -
PremierOne Credit Union
● ClosedPremierOne Credit Union is a trusted financial institution located at 6640 Vía del Oro in San Jose, California. As a full-service credit union, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient location and friendly staff make us the go-to choice for all your banking needs. Whether you're looking to withdraw cash from our ATM, apply for a loan, or simply manage your finances, PremierOne Credit Union is here to help you achieve your financial goals.
6640 Vía del Oro, San Jose, CA 95119, United States -
Commonwealth Central Credit Union
● ClosedCommonwealth Central Credit Union is a trusted financial institution located at 5890 Silver Creek Valley Road in San Jose, California. As a credit union, we offer a wide range of banking and financial services to our members, including ATM access, savings accounts, loans, and more. Our dedicated team is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to experience the difference of banking with Commonwealth Central Credit Union.
5890 Silver Creek Valley Rd, San Jose, CA 95138, United States -
Meriwest Credit Union
● ClosedMeriwest Credit Union is a trusted financial institution located at 5683 Cottle Road in San Jose, California. As a member-owned credit union, Meriwest offers a wide range of banking and financial services to help individuals and families achieve their financial goals. With a commitment to providing personalized service and competitive rates, Meriwest Credit Union is dedicated to helping its members thrive financially. Visit us today to experience the difference of banking with a credit union that puts your needs first.
5683 Cottle Rd, San Jose, CA 95123, United States -
Umpqua Bank
● ClosedUmpqua Bank, located at 225 West Santa Clara Street in San Jose, California, is a financial institution dedicated to building economic vitality in the communities it serves. Whether you're looking for personal banking services, business solutions, or private banking options, Umpqua is committed to prioritizing people and their financial needs. At Umpqua Bank, we offer a range of financial products and services for businesses of all sizes. From checking and savings accounts to loans and credit cards, our team of experts is here to help tailor solutions to meet your specific needs. We also provide financing options such as lines of credit, SBA loans, real estate loans, and equipment financing, along with additional services like cash management to streamline your banking experience.
225 W Santa Clara St #150, San Jose, CA 95113, United States -
Comerica Bank
● ClosedComerica Bank is a trusted financial institution located at 5601 Silver Creek Valley Road in San Jose, California. As a leading bank in the United States, Comerica offers a wide range of financial services to meet the needs of individuals, businesses, and communities. With a commitment to providing exceptional customer service and innovative banking solutions, Comerica Bank is dedicated to helping customers achieve their financial goals. Whether you need a personal checking account, business loan, or investment advice, Comerica Bank has the expertise and resources to help you succeed. Visit us today to experience the difference of banking with Comerica.
5601 Silver Creek Valley Rd, San Jose, CA 95138, United States -
Liliana
● ClosedLiliana is a reputable finance institution located at 3136 Story Road in San Jose, California, United States. With a commitment to providing top-notch financial services, Liliana offers a wide range of products and solutions to meet the diverse needs of its clients. Whether you're looking for assistance with investments, loans, or financial planning, the knowledgeable team at Liliana is dedicated to helping you achieve your financial goals. Visit us today and experience the personalized service and expertise that sets Liliana apart in the world of finance.
3136 Story Rd suite C, San Jose, CA 95127, United States -
City National Bank
● ClosedCity National Bank, located at 1 North Almaden Boulevard in San Jose, California, is a trusted institution specializing in banking and finance services. Our experienced Relationship Managers are dedicated to providing concierge-style service to small, medium, and enterprise-level businesses. As a subsidiary of the Royal Bank of Canada, we offer the financial resources of a global bank with the personalized customer service of a community bank. Visit us today to make an appointment and experience the difference with City National Bank. Our private banking office in San Jose is committed to supporting your vision of living a rich life. Our wealth advisors will work with you to design a comprehensive plan to achieve your financial objectives, from risk management to estate planning. With a focus on integrity and strong client relationships, City National Bank offers a wide range of services including personal, private, and business banking, wealth management, brokerage, leasing, and software solutions. We are dedicated to promoting diversity, equity, and inclusion in the workplace.
1 N Almaden Blvd #100, San Jose, CA 95113, United States -
Cathay Bank
● ClosedCathay Bank is a trusted financial institution located at 2010 Tully Road in San Jose, California, United States. As a full-service bank, Cathay Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment opportunities. Whether you need to withdraw cash from the ATM or speak with a financial advisor, Cathay Bank is committed to providing exceptional customer service and helping you achieve your financial goals.
2010 Tully Rd, San Jose, CA 95122, United States -
Bridge Bank
● ClosedBridge Bank is a leading financial institution located at 55 North Almaden Boulevard in San Jose, California, United States. As a full-service bank, we provide a wide range of financial services to individuals, businesses, and organizations. Our dedicated team of professionals is committed to helping our clients achieve their financial goals and navigate the complexities of today's financial landscape. Whether you need personal banking services, business loans, or wealth management solutions, Bridge Bank is here to help you bridge the gap to financial success.
55 N Almaden Blvd #100, San Jose, CA 95113, United States -
A & A Enterprise Group
● ClosedA & A Enterprise Group is a reputable finance institution located on Lakeside Drive in San Jose, California, United States. With a focus on providing top-notch financial services to individuals and businesses, A & A Enterprise Group offers a wide range of financial solutions tailored to meet the unique needs of their clients. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management, or financial planning services, A & A Enterprise Group is here to help you every step of the way. Visit their office on Lakeside Drive in San Jose to learn more about how they can assist you with your financial needs.
Lakeside Dr, San Jose, CA 95148, United States -
OE Federal Credit Union
● ClosedOE Federal Credit Union is a trusted financial institution located at 3150 Almaden Expressway in San Jose, California. As a member-owned credit union, we are dedicated to providing personalized financial services and support to our members. Our goal is to help individuals and families achieve their financial goals through a variety of products and services, including savings accounts, loans, and online banking. With a focus on community and member satisfaction, OE Federal Credit Union is committed to delivering exceptional service and value to our members. Visit us today to learn more about how we can help you secure your financial future.
3150 Almaden Expy #134, San Jose, CA 95118, United States -
CEFCU
● ClosedCEFCU, located at 670 Lincoln Avenue in San Jose, California, is a finance institution that provides a range of financial services to its members. With a convenient location near the cross street of Parkmoor Avenue, CEFCU is easily accessible for those in the San Jose area. The institution is managed by Daisy Solorio Mondragon, with assistance from Assistant Manager Nick Aguila. Whether you need assistance with loans, savings accounts, or other financial services, CEFCU is dedicated to helping you achieve your financial goals.
670 Lincoln Ave, San Jose, CA 95125, United States -
AAD Services
● ClosedAAD Services is a reputable accounting and finance institution located at 2680 South White Road in San Jose, California, United States. With a team of experienced professionals, AAD Services offers a wide range of financial services including tax preparation, bookkeeping, payroll management, and financial consulting. Clients can expect personalized and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, AAD Services is dedicated to providing top-notch financial solutions to meet your needs.
2680 S White Rd Suite 160, San Jose, CA 95148, United States -
Jing Chen(陈静), MassMutual, Life Insurance, Retirement planning, Long Term Care Insurance
● OpenJing Chen, a MassMutual insurance agency located at 2150 North First Street in San Jose, California, offers a wide range of services including life insurance, retirement planning, and long term care insurance. With a focus on providing personalized financial solutions, Jing Chen is dedicated to helping individuals and families achieve their financial goals and secure their future. Contact us today to learn more about our services and how we can help you plan for a secure financial future.
2150 N First St Suite 500, San Jose, CA 95110, United States -
Fortune Union Corporation
● OpenFortune Union Corporation is a dynamic and innovative institution located at 2901 Moorpark Avenue in San Jose, California. As a leading player in the financial industry, we specialize in providing a wide range of services including investment management, wealth planning, and financial advisory. With a team of experienced professionals, we strive to help our clients achieve their financial goals and secure their financial future. Our commitment to excellence and personalized service sets us apart from the competition. Visit us today and let us help you navigate the complexities of the financial world.
2901 Moorpark Ave, San Jose, CA 95128, United States -
COURT SERVICES UNLIMITED
● ClosedCourt Services Unlimited is a leading finance institution located at 255 North Market Street in San Jose, California. Our dedicated team provides a wide range of financial services to individuals and businesses, including loans, credit counseling, debt consolidation, and more. With a strong commitment to customer service and personalized financial solutions, Court Services Unlimited is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your financial needs.
255 N Market St, San Jose, CA 95110, United States -
Tina Elias Mortgage - The Loan Story
● ClosedTina Elias Mortgage - The Loan Story is a finance institution located at 4880 Stevens Creek Boulevard in San Jose, California. Specializing in mortgage loans, Tina Elias Mortgage offers personalized and professional services to help individuals navigate the complex world of home financing. With a focus on customer satisfaction and transparency, the team at Tina Elias Mortgage is dedicated to helping clients achieve their homeownership goals. Whether you are a first-time homebuyer or looking to refinance, Tina Elias Mortgage is committed to guiding you through every step of the loan process.
4880 Stevens Creek Blvd # 200, San Jose, CA 95129, United States -
Ann Do - Tera Capital Group
● ClosedAnn Do - Tera Capital Group is a reputable finance institution located at 2092 Concourse Drive in San Jose, California, United States. With a commitment to providing top-notch financial services, they specialize in investment management, financial planning, and wealth management. Their team of experienced professionals work tirelessly to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, Ann Do - Tera Capital Group is dedicated to providing personalized solutions tailored to your individual needs. Visit them today to start on the path to financial success.
2092 Concourse Dr STE 95, San Jose, CA 95131, United States -
Farmers Insurance - Monica Rodriguez
● ClosedFarmers Insurance - Monica Rodriguez is a trusted insurance agency located at 1648 Alum Rock Avenue in San Jose, California. As a local Farmers® agent, Monica Rodriguez helps customers find the insurance coverage that best suits their needs. With over 80 years of experience, Farmers® offers a range of insurance products including auto, home, renters, business insurance, and more. Whether you need comprehensive coverage, collision coverage, or are unsure where to begin, Monica can help you navigate the insurance process and make informed decisions. She can provide personalized assistance to help you understand your coverage options and find the right insurance plan within your budget.
1648 Alum Rock Ave A, San Jose, CA 95116, United States -
Edward L. Grant, CPA
● ClosedEdward L. Grant, CPA is a renowned accounting and finance institution located at 6920 Santa Teresa Boulevard in San Jose, California, United States. With a team of highly skilled and experienced professionals, they provide top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, auditing, or financial planning, Edward L. Grant, CPA is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner in your financial success.
6920 Santa Teresa Blvd #108, San Jose, CA 95119, United States
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