Financial goals planning in Union City, CA
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SchoolsFirst Federal Credit Union - Whittier
● ClosedWelcome 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.
13524 Whittier Boulevard, Whittier, California 90605, United States -
First City Credit Union
● OpenWelcome to First City Credit Union, your trusted financial partner in South Whittier, California. Conveniently located in the heart of 90604, we are dedicated to serving the financial needs of our local community with integrity and personalized attention. As a member-owned financial institution, we prioritize your financial well-being by offering a wide range of services designed to help you achieve your financial goals. At First City Credit Union, we provide a variety of banking solutions including checking and savings accounts, competitive loan options, and credit cards with attractive rates. Our knowledgeable team is here to guide you through every step of your financial journey, whether you're planning for retirement, buying a home, or simply managing day-to-day expenses.
South Whittier, California 90604, United States -
RCU Insurance Services
● ClosedRCU Insurance Services is a reputable insurance agency located at 1205 North Dutton Avenue in Santa Rosa, California, United States. Our goal is to provide quality insurance that meets your specific needs and budget. As an extension of Redwood Credit Union (RCU), we strive to always do what is right for our clients. With access to over 13 preferred carriers and many hard-to-place carriers, RCU Insurance Services can help you find the best coverage for the best value. Our dedicated agents do not charge brokerage fees and are always available to assist you when you need it most.
1205 N Dutton Ave, Santa Rosa, CA 95401, United States -
BMO
● ClosedBMO, 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.
33301 Alvarado-Niles Rd, Union City, CA 94587, United States -
SDCCU La Costa Branch
● ClosedSDCCU La Costa Branch is a convenient financial institution located at 7630 Via Campanile in Carlsbad, California. As part of San Diego County Credit Union (SDCCU), this branch offers a range of banking services including ATM access, personal and business banking, loans, and financial planning. Whether you're looking to deposit funds, withdraw cash, or speak with a financial advisor, SDCCU La Costa Branch is here to help you achieve your financial goals. Visit us today to experience top-notch customer service and secure banking options.
7630 Via Campanile #138, Carlsbad, CA 92009, United States -
Logix - Tarzana Branch
● ClosedLogix - Tarzana Branch is a financial institution located at 18700 Ventura Boulevard in Los Angeles, California, United States. As a branch of Logix Federal Credit Union, it offers a wide range of financial services including savings accounts, checking accounts, loans, mortgages, and investment options. With a commitment to providing excellent customer service and competitive rates, Logix - Tarzana Branch is dedicated to helping individuals and families achieve their financial goals. Visit us today to learn more about how we can assist you with your financial needs.
18700 Ventura Blvd Suite 110, Tarzana, CA 91356, United States -
Farmers Insurance - Elizabeth Banuelos
● ClosedFarmers Insurance - Elizabeth Banuelos is an insurance agency located at 33125 Mission Boulevard in Union City, California, United States. As a local Farmers agent, Elizabeth Banuelos helps customers identify the insurance coverage that best suits their needs. Whether it's auto, home, renters, business insurance, or more, Elizabeth has the knowledge and experience to guide you through the process and make you smarter about insurance. With over 80 years of experience, Farmers Insurance provides comprehensive coverage for your car, home, life, renters, business, and more. Elizabeth can help you understand your coverage options, select the right insurance for your needs and budget, and provide competitive rates with multi-line insurance discounts.
33125 Mission Blvd, Union City, CA 94587, United States -
Farmers Insurance - Desiree Ortega
● OpenFarmers 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.
2940 Union Ave Ste A, San Jose, CA 95124, United States -
TAX CHAMPION INC.
● ClosedTax Champion Inc. is a leading accounting and finance institution located at 31080 Union City Boulevard in Union City, California, United States. Our team of experts specializes in tax preparation, bookkeeping, and financial planning services to help individuals and businesses navigate the complex world of taxes and finances. With years of experience and a commitment to excellence, Tax Champion Inc. is your trusted partner in achieving financial success. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
31080 Union City Blvd #102, Union City, CA 94587, United States -
Farmers Insurance - Jessie Navarro
● OpenFarmers 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.
1426 Aviation Blvd #201, Redondo Beach, CA 90278, United States -
Abellera Business Services
● OpenAbellera Business Services is a trusted accounting and finance institution located at 3066 Belize Way in Union City, California, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses manage their finances effectively. Our services include tax preparation, bookkeeping, financial planning, and more. At Abellera Business Services, we are committed to providing personalized and reliable solutions to meet our clients' needs. Contact us today to learn more about how we can help you achieve your financial goals.
3066 Belize Way, Union City, CA 94587, United States -
Epic Tax Service
● OpenEpic Tax Service is a reputable accounting and finance institution located at 4 Union Square in Union City, California, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our goal is to help our clients navigate the complex world of taxes and finances with ease and confidence. Whether you need assistance with tax preparation, planning, or filing, Epic Tax Service is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
4 Union Square ste c-2, Union City, CA 94587, United States -
HDI Management Intelligence
● OpenHDI Management Intelligence is a leading institution located at 33170 Alvarado-Niles Road in Union City, California, United States. We specialize in providing cutting-edge management intelligence solutions for businesses of all sizes. Our team of experts offers a wide range of services including data analysis, strategic planning, and performance optimization. With a focus on innovation and efficiency, we help our clients achieve their goals and stay ahead in today's competitive business landscape. Contact us today to learn more about how HDI Management Intelligence can help your business succeed.
33170 Alvarado-Niles Rd, Union City, CA 94587, United States -
Bay Tax Services
● ClosedBay Tax Services is a reputable finance institution located at 32665 Brenda Way in Union City, California, United States. We specialize in providing expert tax services to individuals and businesses, helping our clients navigate the complexities of tax laws and maximize their financial returns. Our team of experienced professionals is dedicated to delivering personalized and efficient service to meet the unique needs of each client. Whether you need assistance with tax preparation, planning, or resolution, Bay Tax Services is committed to helping you achieve your financial goals.
32665 Brenda Way, Union City, CA 94587, United States -
Douglas C. Finstrom
● OpenDouglas 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.
523 Union Ave, Campbell, CA 95008, United States -
Blakeslee & Blakeslee Inc
● OpenBlakeslee & 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.
125 Union Ave Suite 103, Orcutt, CA 93455, United States -
Accountico, Inc
● ClosedAccountico, 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.
33476 Alvarado-Niles Rd Ste A007, Union City, CA 94587, United States -
ImpactAdvisor LLC
● OpenImpactAdvisor LLC is a finance institution located at 2030 Union Street in San Francisco, California, United States. At ImpactAdvisor LLC, we offer personalized financial plans that integrate your goals, priorities, tax profile, and estate needs. Our investment choices are aligned with your long-term financial needs, and we handle rebalancing and short-term financial needs with tax efficiency towards your long-term goals. You have the option to choose a full-service advisor, our 100% digital offering, or both. Let ImpactAdvisor LLC help you achieve your financial goals and secure your financial future.
2030 Union St #205, San Francisco, CA 94123, United States -
Patriot Tax Professional
● OpenPatriot Tax Professional is a trusted institution located at 32145 Alvarado-Niles Road in Union City, California. Specializing in accounting and finance services, our team of experienced professionals are dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses alike. With a commitment to excellence and personalized attention, Patriot Tax Professional is your go-to destination for all your accounting and financial needs. Contact us today to schedule a consultation and let us help you achieve your financial goals.
32145 Alvarado-Niles Rd #201, Union City, CA 94587, United States -
Associated Professional: Larsen Adam
● OpenAssociated Professional: Larsen Adam is a reputable accounting and finance institution located at 205 Union Avenue in Santa Maria, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Associated Professional: Larsen Adam can help you navigate the complexities of the financial world and achieve your goals. Their dedication to providing top-notch services and personalized attention sets them apart from other firms in the area. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
205 Union Ave, Santa Maria, CA 93455, United States -
Jutta Reichert Associates
● ClosedJutta Reichert Associates is a reputable accounting and finance institution located at 2250 Union Street in San Francisco, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Jutta Reichert Associates is committed to helping their clients achieve their financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.
2250 Union St #301, San Francisco, CA 94123, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 1716 Decoto Road in Union City, California, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, financial planning, and accounting assistance. Whether you are an individual or a business owner, H&R Block is committed to providing expert guidance and support to help you achieve your financial goals. Visit us today to experience the superior service and expertise that sets H&R Block apart from the rest.
1716 Decoto Rd, Union City, CA 94587, United States -
Russell & Co
● OpenRussell & 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.
542 Union St, Red Bluff, CA 96080, United States -
Kelly Valerie
● OpenKelly Valerie is a renowned accounting and finance institution located at 1440 Union Street in the bustling city of San Francisco, California, United States. With a strong reputation for excellence and expertise in the field, Kelly Valerie offers top-notch financial services to individuals and businesses alike. Their team of experienced professionals provides comprehensive accounting solutions, financial planning, and investment strategies tailored to meet the unique needs of each client. Whether you are looking to manage your personal finances or grow your business, Kelly Valerie is dedicated to helping you achieve your financial goals with precision and care.
1440 Union St #306, San Francisco, CA 94109, United States -
SiempreTax+
● ClosedSiempreTax is a reputable accounting and finance institution located at 30065 Industrial Parkway Southwest in Union City, California, United States. Our dedicated team of professionals is committed to providing top-notch financial services to individuals and businesses in the area. From tax preparation and planning to bookkeeping and financial consulting, we offer a wide range of services to meet our clients' needs. Visit us today and let us help you achieve your financial goals.
30065 Industrial Pkwy SW A, Union City, CA 94587, United States -
Alex Bryant & Associates
● ClosedAlex Bryant & Associates is a reputable accounting and finance institution located at 2600 Central Avenue in Union City, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Alex Bryant & Associates is dedicated to helping you achieve your financial goals and maximize your wealth. Trustworthy and reliable, they are committed to providing top-notch services to their clients.
2600 Central Ave # L, Union City, CA 94587, United States -
N & Q Services
● OpenN & 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.
1320 Decoto Rd, Union City, CA 94587, United States -
Boman Accounting Group Inc
● ClosedBoman 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.
20 Union Ave, Campbell, CA 95008, United States -
Carroll Lee CPA
● OpenCarroll Lee CPA is a reputable accounting and finance institution located at 200 Union Avenue in Orcutt, California, United States. With years of experience and expertise in the field, Carroll Lee CPA provides top-notch services to individuals and businesses alike. From tax preparation to financial planning, their team of professionals is dedicated to helping clients achieve their financial goals. Trust Carroll Lee CPA for all your accounting and finance needs.
200 Union Ave # K, Orcutt, CA 93455, United States -
Acosta Enterprises, Inc.
● ClosedAcosta Enterprises, Inc. is a leading accounting and finance institution located at 4297 Union Pacific Avenue in Los Angeles, California, United States. With a team of experienced professionals, they offer a wide range of services including financial planning, tax preparation, and bookkeeping. Whether you are an individual or a business owner, Acosta Enterprises, Inc. is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.
4297 Union Pacific Ave, Los Angeles, CA 90023, United States
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