Financial planning services in Union City, California

Welcome to American First Credit Union, proudly serving the community from our convenient location at 6011 Lincoln Avenue, Buena Park, California 90620. For 70 years, we have been dedicated to enhancing the financial well-being of our members and the community by offering competitive products and personalized service. As a trusted provider in the finance industry, we offer a wide range of financial solutions tailored to meet your needs. Whether you're looking to open a personal or business account, we have options designed just for you. Our commitment to accessibility means you can find us at four branches across Orange, Riverside, and San Bernardino counties, in addition to benefiting from over 5,000 shared branches and 30,000 ATMs nationwide.

Welcome to UnitedHealth Group Credit Union, exclusively serving our dedicated employees with exceptional financial services. Conveniently located at 5701 Katella Avenue, Cypress, California, our credit union offers a range of financial solutions tailored to meet your needs. Take advantage of our special offers, including a $250 cash bonus and competitive rates when you purchase or refinance your car. Enjoy the benefits of high-interest earnings and unlimited ATM fee refunds with no minimum balance requirements. Our mobile app keeps you informed with the latest updates on special offers, features, and news through push notifications.

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.

Welcome to SchoolsFirst Federal Credit Union in San Clemente! Conveniently located at 943 Avenida Pico, San Clemente, California, our branch is dedicated to serving the financial needs of the local community with integrity and care. As a trusted financial institution, we specialize in providing a wide range of services designed to support educators and their families, as well as other community members. From savings and checking accounts to competitive loan options and investment opportunities, our knowledgeable team is here to help you achieve your financial goals. At SchoolsFirst Federal Credit Union, we pride ourselves on offering personalized service and fostering a welcoming environment where you can feel confident about your financial future. Visit us today to experience the difference of a credit union that truly cares about its members.

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.

Welcome to Los Angeles Federal Credit Union (LAFCU) - your trusted financial partner conveniently located at 11306 South Street, Cerritos, California. As a member-focused financial institution, we are dedicated to providing exceptional service and innovative financial solutions to meet all your banking needs. Our Cerritos location offers a full-service ATM, ensuring easy access to your funds and seamless banking transactions. Whether you're looking to open a new account, apply for a loan, or simply manage your finances, our knowledgeable team is here to assist you every step of the way. Join us at LAFCU, where your financial success is our priority. Visit us today and experience the difference of personalized banking in a friendly and welcoming environment.

Welcome to Pacific Marine Credit Union, your trusted financial partner located in the heart of Camp Pendleton North, California. Proudly serving the financial needs of our community, we specialize in providing personalized, reliable, and accessible financial services tailored to meet the unique needs of our members. At Pacific Marine Credit Union, we offer a comprehensive range of financial solutions, including savings and checking accounts, loans, credit services, and investment opportunities. Our commitment to exceptional customer service is unwavering, as we strive to empower our members with the tools and knowledge necessary for achieving financial success and security.

Gene L Daniels - State Farm Insurance Agent is located at 39899 Balentine Drive in Newark, California, United States. As a State Farm Insurance Agent, Gene L Daniels proudly serves customers in Newark, Fremont, Union City, Hayward, Alameda, and the surrounding East Bay Area. With 20 years of experience with State Farm, Gene believes in the company's mission to protect what matters most to you. Gene values building relationships with his clients and believes in the power of personal connections to create the right insurance plan for each individual. His office has been recognized with the State Farm Legion of Honor award for his strong work ethic and dedicated customer service.

Global Green Insurance Agency of the Bay Area is a health and insurance agency located at 32146 Alvarado Boulevard in Union City, California. We serve Union City, Fremont, San Jose, Milpitas, Newark, Hayward, Castro Valley, and all cities in California. Our agency specializes in providing auto insurance to protect you against financial loss in case of an accident. Additionally, we offer a range of insurance options including home, life, business, health, healthcare reform, and work compensation insurance.

Rexie Tagayuna - State Farm Insurance Agent is an insurance agency located at 2140 Peralta Boulevard in Fremont, California, United States. The institution specializes in providing auto, home, life, and health insurance coverage to residents of Fremont, Newark, Union City, Hayward, and the surrounding East Bay area. With a combined 46 years of experience in the insurance industry, the team at Rexie Tagayuna - State Farm Insurance Agent is dedicated to providing exceptional service and ensuring that customers are properly insured. They are fluent in both Ilocano and Tagalog, and are committed to educating and assisting customers in understanding their insurance policies. As a small business owner in Fremont, Rexie Tagayuna takes pride in serving as a local insurance resource and values the opportunity to cater to the insurance and financial needs of the community. The team at Rexie Tagayuna - State Farm Insurance Agent is passionate about helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. They offer a range of insurance products, including life insurance, home insurance, auto insurance, and pet insurance.

The Legal Aid Society of San Diego Conservatorship Clinic offers assistance with legal matters related to conservatorship, eviction, tax disputes, name and gender marker changes, restraining orders, and more. Located at 1100 Union Street in San Diego, California, the clinic provides walk-in services on a first-come, first-served basis. Whether you need help preparing paperwork for a court case or understanding the legal process, the knowledgeable staff at the clinic are there to assist. Additionally, the clinic offers presentations on various legal issues to community groups and service providers. Visit one of their offices in Southeast San Diego, Midtown San Diego, or North County San Diego, Monday through Friday from 9:00 am to 5:00 pm.

Brian Takemoto - State Farm Insurance Agent is an insurance agency located at 1515 South El Camino Real in San Mateo, California. Situated on the 2nd floor of the San Mateo Credit Union building, just north of Safeway, this agency offers a range of insurance services including car, home, umbrella, business, and life insurance in California. Their experienced and licensed team members are dedicated to helping clients select the right policies and coverage limits to suit their individual needs. Marina, with over 47 years of insurance industry experience, oversees Commercial Auto and quality control, ensuring top-notch service for customers in the San Mateo office. Sherri focuses on Multi-Line discounts, Personal Liability, and Life Insurance, with over 27 years of experience working with local Agents in the Bay Area. Kalie, a San Mateo native attending college, is licensed in both Property & Casualty and Life & Health, providing excellent service with a smile.

Evergreen Teachers Association Health and Welfare Trust is an insurance agency located at 6800 Santa Teresa Boulevard in San Jose, California. This institution provides health and welfare benefits to teachers who are members of the Evergreen Teachers Association. With a focus on supporting the well-being of educators, the trust offers a range of insurance options to ensure that teachers have access to quality healthcare and other essential benefits. By providing comprehensive coverage and support, Evergreen Teachers Association Health and Welfare Trust strives to enhance the overall health and happiness of its members.

First U.S. Community Credit Union is a trusted financial institution located at 2100 Nevada City Highway in Grass Valley, California. As a credit union, we offer a wide range of financial services to our members, including ATM access for convenient cash withdrawals and deposits. Our dedicated team is committed to providing personalized assistance and guidance to help our members achieve their financial goals. Join us today and experience the benefits of being a part of the First U.S. Community Credit Union family.

Exchange Bank, located at 499 Stony Point Road in Santa Rosa, California, is a trusted institution offering banking and financial services to the community for over 133 years. As a local community bank, Exchange Bank is committed to supporting individuals and businesses in the area. Whether you need to reset your password, open a new personal account online, enroll in personal online banking, or login to My ÉlanCard.com, Exchange Bank is here to assist you every step of the way. With a history rooted in community involvement and economic development, Exchange Bank was co-founded by visionary Frank Doyle, who played a key role in building the Golden Gate Bridge. The institution offers online and mobile banking services for convenient financial management on the go. With 17 locations throughout Sonoma County and the North Bay, as well as access to 55,000 Allpoint ATMs worldwide, Exchange Bank provides easy access to your finances wherever you are.

United American Insurance Co, located at 1 City Boulevard East in Orange, California, has been a trusted Medicare Supplement insurance provider since 1966. With a focus on customer service and freedom of choice, United American offers a range of insurance products including life, health, and Medicare Supplement policies. The company has a strong reputation for superior customer support and has been serving employer and union group sponsors for over 25 years. United American is committed to providing cost-effective solutions for retiree health coverage and aims to help working class families achieve financial protection. Whether you are a policyholder or a healthcare provider, United American is dedicated to providing excellent service and support for all your insurance needs.

Post Box Inc is a leading accounting and finance institution located at 1592 Union Street in the vibrant city of San Francisco, 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, budgeting, or investment planning, we are here to help. Trust Post Box Inc for all your accounting and finance needs.

CEFCU, located at 3607 El Camino Real in Santa Clara, California, is a trusted financial institution offering a wide range of banking services. With a convenient location near the intersection of El Camino Real and Lawrence Expressway, CEFCU is easily accessible to residents and businesses in the area. The institution is managed by Cortney Robinson, with Anahi Castellanos serving as the Assistant Manager. Customers can expect personalized service and competitive financial products at CEFCU.

Trusty Timely Notary is a reliable and efficient financial institution located at 2465 Andover Drive in Union City, California, United States. Specializing in notary services, they provide trustworthy and timely assistance for all your financial needs. Whether you need documents notarized or require professional guidance on financial matters, Trusty Timely Notary is here to help. With a dedicated team of experts, they strive to provide exceptional service to each and every client. Visit Trusty Timely Notary today for all your financial needs.

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.

Wells Fargo Bank is a trusted financial institution located at 30915 Courthouse Drive in Union City, California, United States. As a full-service bank, Wells Fargo offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With convenient ATM locations, online banking services, and a team of knowledgeable professionals, Wells Fargo is committed to helping customers achieve their financial goals. Visit us today to experience the Wells Fargo difference.

Central Coast Federal Credit Union is a trusted financial institution located at 4242 Gigling Road in Seaside, California. As a full-service credit union, we offer a range of financial services to our members, including savings accounts, loans, and investment opportunities. Our convenient ATM services provide easy access to cash for members on the go. With a commitment to providing excellent customer service and competitive rates, Central Coast Federal Credit Union is dedicated to helping our members achieve their financial goals. Visit us today to learn more about how we can help you manage your finances effectively.

CEFCU, 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.

Yosemite Farm Credit-Los Banos is a finance institution located at 530 Washington Avenue in Los Banos, California, United States. Specializing in agricultural lending, Yosemite Farm Credit-Los Banos provides financial services and support to farmers and ranchers in the region. With a focus on helping agricultural businesses thrive, they offer a range of loan options and financial solutions tailored to the specific needs of their clients. With a commitment to exceptional customer service and expertise in the agricultural industry, Yosemite Farm Credit-Los Banos is a trusted partner for farmers looking to grow and succeed.

Parishioners Federal Credit Union is a trusted financial institution located at 2355 Crenshaw Boulevard in Torrance, California. As a member-owned credit union, we are dedicated to serving the financial needs of our community. Our services include savings accounts, loans, and other financial products tailored to meet the needs of our members. With a focus on providing personalized service and competitive rates, Parishioners Federal Credit Union is committed to helping our members achieve their financial goals. Visit us today to learn more about how we can help you with your financial needs.

Lynell Holden - Mobile Notary Public is a trusted institution located at 315 East Esplanade Avenue, Moreno Valley, California. Specializing in finance, Lynell Holden offers notary services to screen signers of important documents, ensuring their true identity and willingness to sign without duress. With a commitment to impartiality, Lynell Holden serves clients in Riverside, San Bernardino, Solano, Napa, Yolo, and Contra Costa counties. Available 7 days a week by appointment only, Lynell Holden has completed the National Notary Association Notary Signing Agent Course and Exam, providing comprehensive protection and confidentiality to clients. With a passion for customer service and attention to detail, Lynell Holden has successfully performed numerous loan signings, refinance signings, and more since 2006. Showcasing expertise in completing tasks correctly the first time, Lynell Holden welcomes clients from all walks of life. Military personnel can enjoy a free Signature Notarization by showing their military ID. Contact Lynell Holden for professional and reliable notary services.

California Lithuanian Credit Union is a financial institution located at 2806 Santa Monica Boulevard in Santa Monica, California. As an ATM and finance center, we offer a range of banking services to our members, with a focus on serving the Lithuanian community in California. Our friendly staff is dedicated to providing personalized service and helping our members achieve their financial goals. Come visit us today to see how we can help you with your banking needs.

Montana Capital Car Title Loans, located at 12047 Paramount Boulevard in Downey, California, offers fast and secure cash loans using your car title as collateral. With the potential to receive up to $50,000 depending on the value of your car and your ability to repay, you can have the money sent directly to your bank account, debit card, or pick it up at a nearby MoneyGram location. The Downey branch has been providing title loans since December 2018, offering supreme customer service to residents in need of quick financial assistance. Whether you have a troubled credit history or just need extra cash, a car title loan can be a great solution without the hassle of traditional banks or credit unions. With Montana Capital Car Title Loans, you can keep driving your vehicle while using it as collateral for the loan. The application process is simple and amounts range starting at $2600 based on the value of your vehicle and ability to repay. Even with bad credit, Montana Capital Car Title Loans can help you get the money you need. Apply online or by phone today to get started on your loan application.

LA Healthcare FCU is a trusted financial institution located at 1245 Wilshire Boulevard in Los Angeles, California. As a credit union, we offer a range of financial services including ATM access for convenient cash withdrawals and deposits. Our dedicated team is committed to providing top-notch financial solutions to healthcare professionals and their families. Join us today and experience the difference of personalized service and competitive rates at LA Healthcare FCU.

Prospectors FCU is a trusted financial institution located at 1310 Valley Vista Drive in Diamond Bar, California. As a credit union, Prospectors FCU offers a range of financial services including ATM access, loans, savings accounts, and more. With a commitment to serving the community and providing personalized financial solutions, Prospectors FCU is a reliable choice for all your banking needs. Visit us today to experience the difference of banking with a credit union that puts its members first.