Financial planning consultants in Union City, California
62 results found
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Godinez Financial and Insurance Services
● ClosedGodinez 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.
33006 Calle La Mirada Common, Union City, CA 94587, United States -
Union Financial Services
● ClosedUnion Financial Services is a reputable institution located at 1103 West 23rd Street in Los Angeles, California. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch financial services to individuals and businesses alike. With a commitment to excellence and professionalism, we strive to help our clients achieve their financial goals and secure their financial future. Whether you need assistance with tax preparation, investment planning, or financial consulting, Union Financial Services is here to help. Visit us today to experience the difference our expertise can make in your financial well-being.
1103 W 23rd St, Los Angeles, CA 90007, United States -
Jamie Myers -Travis Credit Union - NMLS #312309
● ClosedJamie Myers -Travis Credit Union is a finance institution located at One Travis Way in Vacaville, California, United States. With NMLS #312309, they offer a range of financial services to individuals and businesses, including loans, savings accounts, and more. Their team of professionals is dedicated to helping clients achieve their financial goals and providing personalized solutions to meet their needs. Visit Jamie Myers -Travis Credit Union today for all your financial needs.
One Travis Way, Vacaville, CA 95687, United States -
KeyPoint Credit Union
● ClosedKeyPoint 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.
7062 Market Pl Dr, Goleta, CA 93117, United States -
Turnkey Financial Solutions
● ClosedTurnkey Financial Solutions is a leading finance institution located at 33170 Alvarado-Niles Road in Union City, California. Our dedicated team of financial experts provides a wide range of services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, we offer comprehensive solutions tailored to meet our clients' needs. With a commitment to excellence and personalized service, Turnkey Financial Solutions is the trusted partner you need for all your financial needs.
33170 Alvarado-Niles Rd #1659, Union City, CA 94587, United States -
Provident Credit Union (Hayward Community Branch)
● ClosedProvident 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.
22302 Foothill Blvd, Hayward, CA 94541, United States -
Correia Financial Services
● OpenCorreia Financial Services is a trusted accounting and finance institution located at 844 Union Avenue in Fairfield, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.
844 Union Ave, Fairfield, CA 94533, United States -
Union Financial Partners Inc
● ClosedUnion Financial Partners Inc is a leading finance institution located at 2001 Union Street in San Francisco, California, United States. With a team of experienced financial experts, we provide a wide range of financial services to individuals, businesses, and organizations. Whether you need assistance with investments, retirement planning, insurance, or wealth management, our dedicated team is here to help you achieve your financial goals. Trust Union Financial Partners Inc to provide you with personalized financial solutions tailored to your specific needs.
2001 Union St, San Francisco, CA 94123, United States -
Fairway Financial Consulting
● OpenFairway Financial Consulting is a leading finance institution located at 2525 Trailside Way in Union City, California, United States. Our team of experienced financial experts provides personalized and strategic financial advice to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we offer a wide range of services to meet our clients' needs. Trust Fairway Financial Consulting to guide you on the path to financial success.
2525 Trailside Way, Union City, CA 94587, United States -
Van Horn Consulting Associates
● OpenVan Horn Consulting Associates is a reputable accounting and finance institution located at 2208 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. Their expertise includes tax preparation, financial planning, and consulting services tailored to meet the unique needs of their clients. Van Horn Consulting Associates is known for their commitment to excellence and personalized approach to financial management.
2208 Union St, San Francisco, CA 94123, United States -
Union Retirement Solutions
● OpenUnion 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.
6101 Bollinger Canyon Rd Suite 309, San Ramon, CA 94583, United States -
Merrill Lynch Financial Advisor Sameera Gupta
● ClosedMerrill 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.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Pro Financial Practice LLC
● ClosedPro Financial Practice LLC is a leading accounting and finance institution located at 31905 Alvarado Boulevard in Union City, California, United States. Our team of expert professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Pro Financial Practice LLC can help you manage your finances effectively.
31905 Alvarado Blvd, Union City, CA 94587, United States -
Compass Consulting
● OpenCompass 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.
1700 Aviara Pkwy #131176, Carlsbad, CA 92013, United States -
Merrill Investment & Retirement Financial Center
● ClosedThe Merrill Investment & Retirement Financial Center is located at 31800 Alvarado Boulevard in Union City, California, United States. As a finance institution, Merrill offers personalized advice and guidance to help individuals achieve their financial goals. Whether you are planning for retirement, investing in securities, or looking for insurance options, Merrill has the tools and expertise to assist you. With a focus on relationship-based ads and online behavioral advertising, Merrill strives to provide information about products and services that are relevant and beneficial to their clients. Additionally, Merrill offers a broad range of brokerage, investment advisory, and other financial services to meet the diverse needs of their clients. Banking products are provided by Bank of America, N.A. and affiliated banks, while insurance options are available through Merrill Lynch Life Agency Inc. For more information about Merrill's services and offerings, clients can review the Client Relationship Summary provided by the institution.
31800 Alvarado Blvd, Union City, CA 94587, United States -
Merrill Investment & Retirement Financial Center
● ClosedThe Merrill Investment & Retirement Financial Center, located at 1900 Decoto Road in Union City, California, offers personalized advice and guidance to help individuals achieve their financial goals. With a team of experienced advisors from Merrill Lynch, clients can receive tailored recommendations and strategies to plan for their future. Whether you are looking to invest in securities or explore banking products, the center provides a wide range of services to meet your needs. Additionally, Merrill Lynch Life Agency Inc. offers insurance solutions to protect your assets. Visit us today to learn more about how we can help you turn your ambitions into action.
1900 Decoto Rd, Union City, CA 94587, United States -
Jonathan Stoft, Financial Advisor - Commonwealth Central Credit Union
● ClosedJonathan Stoft, Financial Advisor at Commonwealth Central Credit Union, is a trusted and experienced professional located in San Jose, California. With a focus on providing personalized financial advice and guidance, Jonathan helps clients navigate the complexities of their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Jonathan Stoft is dedicated to helping you achieve financial success. Visit him at 3075 Union Avenue for expert financial advice tailored to your unique needs.
3075 Union Ave, San Jose, CA 95124, United States -
Financial Partners Credit Union
● OpenFinancial 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.
1665 Scenic Ave, Costa Mesa, CA 92626, United States -
Union Capital Associates
● ClosedUnion Capital Associates is a reputable finance institution located at 915 West 10th Street in Santa Ana, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust Union Capital Associates to help you achieve your financial goals and secure your financial future.
915 W 10th St, Santa Ana, CA 92703, United States -
Denise Davis - SAFE Credit Union - Financial Planning
● ClosedDenise Davis - SAFE Credit Union - Financial Planning is a finance institution located at 9055 Woodcreek Oaks Boulevard, Roseville, California, United States. We prioritize our members over shareholders and are dedicated to putting you first. Our services include savings solutions, borrowing options, webinars for financial well-being, business banking accounts, investment planning, grants and scholarships, and employee benefits packages. By becoming a member of SAFE Credit Union, you can enjoy a sense of community and belonging while receiving personalized financial support for every stage of life. Our convenient mobile app allows for easy money management, including early payday options and peer-to-peer payments. Join us on your financial journey and experience the benefits of being part of one of the best credit unions in California.
9055 Woodcreek Oaks Blvd Suite 150, Roseville, CA 95747, United States -
Mike Kenison - SAFE Financial Services - Wealth Advisor
● ClosedMike Kenison - SAFE Financial Services - Wealth Advisor is a finance institution located at 6190 Stanford Ranch Road, Rocklin, California, United States. They offer a range of financial services including savings solutions, business banking accounts, loans, and investment planning. Their team of professional experts are dedicated to putting members first and helping them achieve their financial goals. Additionally, they provide grants and scholarships, as well as financial health services for employees. With a focus on community and member satisfaction, SAFE Credit Union is committed to supporting individuals and families on their financial journey. Join today to experience the benefits of being a part of one of the best credit unions in California.
6190 Stanford Ranch Rd, Rocklin, CA 95765, United States -
Steve Raymond - SAFE Credit Union - Financial Planning
● ClosedSteve Raymond - SAFE Credit Union - Financial Planning is a finance institution located at 2901 K Street, Sacramento, California, United States. We prioritize our members over shareholders, offering a range of financial services to help you achieve your goals. From savings solutions to business banking accounts, our team of experts is here to assist you every step of the way. Our webinars and financial health services can empower your future and improve your financial well-being. As a member of SAFE Credit Union, you'll not only have access to top-notch financial services but also a sense of belonging and community. Join us today and experience the benefits of being part of one of the best credit unions in California.
2901 K St #100, Sacramento, CA 95816, United States -
Steve Raymond - SAFE Credit Union - Financial Planning
● ClosedSteve Raymond - SAFE Credit Union - Financial Planning is a finance institution located at 2740 East Bidwell Street, Folsom, California, United States. At SAFE Credit Union, members are the top priority, not shareholders. They offer a range of financial services including savings solutions, borrowing options, business banking accounts, and investment planning. The institution also provides grants and scholarships, as well as financial health services for businesses. By becoming a member of SAFE Credit Union, individuals can enjoy a sense of community and belonging while receiving personalized financial support. The institution also offers convenient features such as Early Payday and SAFE Pay through their mobile app. With a focus on financial literacy and community involvement, SAFE Credit Union strives to support its members on their financial journey.
2740 E Bidwell St, Folsom, CA 95630, United States -
Union Professional Services
● ClosedUnion Professional Services is a reputable accounting and finance institution located at 8966 Garvey Avenue in Rosemead, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Union Professional Services is committed to providing top-notch services tailored to meet your specific needs. Trustworthy and reliable, this institution is dedicated to helping clients achieve their financial goals.
8966 Garvey Ave, Rosemead, CA 91770, United States -
Benedict Financial Services
● ClosedBenedict Financial Services is a trusted accounting and finance institution located at 3938 Smith Street in Union City, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, we are here to help. With a commitment to excellence and personalized service, Benedict Financial Services is your go-to destination for all your financial needs.
3938 Smith St # E, Union City, CA 94587, United States -
UNION INCOME TAX & SERVICES
● ClosedUNION INCOME TAX & SERVICES is a finance institution located at 2617 Santa Ana Street in South Gate, California, United States. We specialize in providing expert tax preparation services and financial advice to individuals and businesses. Our team of professionals is dedicated to helping our clients navigate the complexities of the tax system and maximize their financial well-being. Whether you need help with filing your taxes, planning for the future, or managing your finances, UNION INCOME TAX & SERVICES is here to assist you every step of the way. Visit us today to experience our personalized and reliable financial services.
2617 Santa Ana St, South Gate, CA 90280, United States -
Navy Federal Credit Union ATM
● OpenWelcome to the Navy Federal Credit Union ATM located at 535 West Channel Islands Boulevard, Port Hueneme, California 93041. As a premier financial institution serving the military and their families, we provide a comprehensive range of financial services tailored to meet your needs. Our ATM services are designed for your convenience, allowing you to make withdrawals, deposits, loan payments, balance inquiries, and transfers between your Navy Federal accounts, all free of charge using your Navy Federal Debit Card and PIN. With a history dating back to 1933, Navy Federal Credit Union has grown to serve over 13 million members, anchored by our vision to be the most preferred and trusted financial institution for the military community. Our membership is open to all branches of the armed forces and their family members, offering exclusive military benefits such as low rates, special offers, and discounts.
535 West Channel Islands Boulevard, Port Hueneme, California 93041, 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 -
Yogi Chugh - State Farm Insurance Agent
● ClosedYogi 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.
3650 Thornton Ave, Fremont, CA 94536, United States -
Farmers Insurance - Desiree Ortega
● ClosedFarmers 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
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