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TOP 30 Financial planning for families in Union City, CA
25 results found
A convenient service for searching for businesses, places and services
Godinez Financial and Insurance Services
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.
Redwood Credit Union
Redwood Credit Union, located at 8945 Brooks Road South in Windsor, California, is a trusted institution offering a range of financial services. Many local businesses choose to bank here for their financial needs. The friendly staff at the Windsor branch is dedicated to serving RCU Members and the community. Whether you need to withdraw cash, deposit funds, make loan payments, or notarize documents, we are here to assist you. Our secure safe deposit boxes are available to keep your valuables safe. You can also schedule appointments for investment, insurance, or auto services. With access to a network of over 30,000 free Co-op Network ATMs, you can easily find a convenient location to access your funds. Please note that Redwood Credit Union is not responsible for the content provided on third-party websites. Contact our Member Service Center for assistance or visit us in person to learn more about how we can help you achieve your financial goals and dreams.
1st United Credit Union
1st United Credit Union is a trusted financial institution located at 109 Review Way in Hayward, California. As a credit union, we prioritize our members' financial well-being by offering a wide range of banking and financial services. Our dedicated team is committed to providing personalized service and helping our members achieve their financial goals. Whether you're looking for a savings account, loan, or investment options, 1st United Credit Union is here to support you every step of the way. Join us today and experience the benefits of banking with a community-focused institution.
Self-Help Federal Credit Union
Self-Help Federal Credit Union, located at 1080 South White Road in San Jose, California, is a financial institution that aims to provide access to banking services for working families and communities that have historically faced financial barriers. With over $2 billion in assets and serving more than 100,000 members in 38 branches across California, Illinois, Washington, and Wisconsin, Self-Help Federal is one of the fastest-growing community development financial institutions in the country. As part of the Self-Help family of nonprofit organizations, their mission is to create and protect ownership and economic opportunity for all. For over 43 years, the national Center for Community Self-Help and its affiliates have provided over $11 billion in financing to help individuals buy homes, start businesses, and strengthen community resources. For more information, visit www.self-helpfcu.org and www.self-help.org.
CoastHills Credit Union
CoastHills Credit Union is a reputable financial institution located at 1203 South Broadway in Santa Maria, California, United States. As a credit union, CoastHills offers a wide range of financial services to its members, including savings accounts, loans, and investment options. With a focus on providing personalized service and competitive rates, CoastHills Credit Union is dedicated to helping individuals and families achieve their financial goals. Whether you are looking to save for the future, purchase a home, or plan for retirement, CoastHills Credit Union is committed to serving the needs of its members in the Santa Maria community.
Premier America Credit Union
Premier America Credit Union is a trusted financial institution located at 627 West Channel Islands Boulevard in Port Hueneme, California. As a credit union, Premier America offers a wide range of financial services and products to its members, including savings accounts, loans, and credit cards. With a focus on providing personalized and member-focused service, Premier America Credit Union is committed to helping individuals and families achieve their financial goals. Visit their branch in Port Hueneme to learn more about how Premier America can help you manage your finances and plan for the future.
Long Beach City Employees Federal Credit Union
Long Beach City Employees Federal Credit Union, located at 2801 Temple Avenue in Signal Hill, California, is a trusted institution offering ATM and finance services. We are excited to announce our partnership with ScholarShare529, a leading college savings plan. Our Online and Mobile banking now features PaymentZ, allowing for easy Person to Person payments, Account to Account transfers, and Bill Payment all in one convenient application. Membership is open to spouses, registered domestic partners, and family members of city employees. Use our mobile app to find the nearest branch and explore AutoSMART, our online vehicle marketplace. With LBCEFCU savings or checking accounts, you can access your funds anytime, anywhere through ATMs, Online, and Mobile Banking. We offer competitive rates, flexible terms, and quick loan decisions to meet all your borrowing needs. Visit us today to experience the convenience and benefits of banking with LBCEFCU.
Navy Federal Credit Union
Navy Federal Credit Union, located at 2620 Tuscany Street in Corona, California, is a full-service financial institution offering banking and finance services. With options for both automated and self-directed investing tools, as well as personalized guidance from financial advisors, members can create investing strategies that match their needs and preferences. The institution also provides business credit card options, assistance programs for entrepreneurs, and exclusive discounts for military members. Navy Federal Credit Union has been serving members since 1933, with a vision to be the most preferred and trusted financial institution for the military and their families. With 24/7 member services and a commitment to providing assistance to those with limited English proficiency, Navy Federal strives to meet the needs of all its members.
SchoolsFirst Federal Credit Union - Mission Viejo (Crown Valley)
SchoolsFirst Federal Credit Union in Mission Viejo (Crown Valley) is a trusted financial institution located at 26440 La Alameda in Mission Viejo, California. As a member-owned credit union, SchoolsFirst is dedicated to providing excellent financial services to educators and their families. Whether you're looking for savings accounts, loans, or investment options, our friendly staff is here to help you achieve your financial goals. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.
Navy Federal Credit Union
Navy Federal Credit Union, located at 17030 Bernardo Center Drive in San Diego, California, is a full-service financial institution offering a range of services including ATMs, banking, and finance. Whether you're looking to invest with Digital Investor's automated tools or receive personalized guidance from our financial advisors, we have options to suit your needs. Our institution offers business credit card options, assistance programs for entrepreneurs, and exclusive discounts for military members. With over 13 million members since 1933, we are dedicated to serving the military and their families as the most preferred and trusted financial institution. Contact our 24/7 Member Services at 1-888-842-6328 for assistance. Please note that all member business is conducted in English.
California Coast Credit Union El Cajon Branch
California Coast Credit Union El Cajon Branch is a full-service financial institution located at 898 Jackman Street in El Cajon, California. As a trusted bank and ATM, we offer a range of services including mortgage calculations, exclusive member discounts, payroll and payment processing, and more. Our branch in San Diego County is conveniently situated on the corner of Fletcher Parkway and Jackman Street, just west of the 8 freeway. Whether you need help with opening new accounts, applying for loans, or making deposits, our friendly staff is here to assist you. Visit us today or contact us by phone for personalized service and expert financial advice.
Navy Federal Credit Union
Navy Federal Credit Union, located at 2891 Jamacha Road in El Cajon, California, is a full-service financial institution offering banking, ATM services, and personalized financial guidance. Whether you're looking to invest with Digital Investor's tools, choose a business credit card, or receive assistance programs for entrepreneurs, Navy Federal has you covered. With exclusive military discounts, 24/7 member services, and a focus on serving the military and their families, Navy Federal Credit Union has grown to over 13 million members since 1933. Contact Navy Federal today for all your financial needs.
Golden 1 Credit Union - Del Paso Heights Financial Resource Center
The Golden 1 Credit Union - Del Paso Heights Financial Resource Center is a bank and finance institution located at 3725 Marysville Boulevard in Sacramento, California. This center offers a wide range of financial services to help individuals and families in the Del Paso Heights community manage their money, save for the future, and achieve their financial goals. Whether you need assistance with opening a savings account, applying for a loan, or planning for retirement, the knowledgeable staff at this location is here to help. Visit the Golden 1 Credit Union - Del Paso Heights Financial Resource Center today to take control of your finances and secure a brighter financial future.
USC Credit Union
USC Credit Union, located at 3601 Trousdale Parkway in Los Angeles, California, is a financial institution offering a variety of services including ATM access and competitive finance options. With a 5.25% APY* 9-Month Certificate, you can grow your savings with a low minimum deposit of just $1,000 in new-to-USCCU funds. Membership benefits extend to your immediate family or household, providing them with the opportunity to become member owners as well. In addition to financial services, USC Credit Union offers free financial education on topics such as credit scores, debt consolidation, saving, and student loans. The Campus Center branch, situated at the heart of the USC campus, is conveniently located for staff, faculty, and students, with access to a network of 30,000 fee-free ATMs across Orange County, the country, and the world.
Golden 1 Credit Union - Fairfield
Golden 1 Credit Union in Fairfield is a trusted financial institution located at 1380 Holiday Lane in Fairfield, California. As a full-service credit union, we offer a wide range of financial services including banking, loans, and investment options. Our convenient location also features an ATM for easy access to cash withdrawals and deposits. With a commitment to providing excellent customer service and competitive rates, Golden 1 Credit Union in Fairfield is here to help you achieve your financial goals.
Golden 1 Credit Union - I-5 Florin
Golden 1 Credit Union - I-5 Florin is a financial institution located at 1330 Florin Road in Sacramento, California. This branch offers a range of financial services including ATM access, banking services, and other finance-related products. Customers can expect personalized service and convenient access to their accounts at this location.
SAFE Credit Union
SAFE Credit Union is a trusted financial institution located in Sacramento, California. As a member-owned bank, SAFE Credit Union offers a wide range of financial services including savings accounts, loans, and investment options. With a commitment to providing excellent customer service and competitive rates, SAFE Credit Union is dedicated to helping individuals and families achieve their financial goals. Visit us at 4700 Freeport Boulevard to experience the difference of banking with a credit union that puts your needs first.
Union Retirement Solutions
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
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.
Mike Kenison - SAFE Financial Services - Wealth Advisor
Mike 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.
Northpoint Apartments
Northpoint Apartments, located at 2145 Stony Point Road in Santa Rosa, California, offers affordable one-, two-, and three-bedroom apartments with a range of amenities. The apartments feature wall-to-wall carpeting, all-electric kitchens, dishwashers, air-conditioning, ceiling fans, and deck/patio areas. The community also includes a room with a kitchen, laundry facilities, a children's play area, and assigned surface parking. Professional on-site management ensures a comfortable living experience for residents. This development was made possible through a partnership between BRIDGE and the City of Santa Rosa, with 6.16 acres of surplus industrial lands being transformed into high-density multifamily housing. The design and circulation patterns were carefully planned to benefit both residential and commercial tenants within the Northpoint Business Park. Financial partners include Westamerica Bank, Bank of Lake County, Union Bank of California, Santa Rosa Housing Authority, and Federal Home Loan Bank.
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.
Farmers Insurance - Desiree Ortega
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.
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.
Farmers Insurance - Jessie Navarro
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.
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