Financial security in San Rafael, CA
104 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Rasonsky Financial Services
● ClosedRasonsky Financial Services is a reputable accounting and finance institution located at 1050 Northgate Drive in San Rafael, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Whether you are an individual or a business owner, Rasonsky Financial Services is dedicated to helping you achieve your financial goals and secure a stable future. Their commitment to excellence and personalized approach sets them apart from other financial institutions in the area. Contact them today to schedule a consultation and take the first step towards financial success.
1050 Northgate Dr, San Rafael, CA 94903, United States -
Emily S. Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedEmily S. Chan is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1005 A Street in San Rafael, California, United States. Emily holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing comprehensive financial planning services, Emily is dedicated to helping individuals achieve their financial goals and secure their financial future. Contact Emily S. Chan for personalized wealth management advice and guidance.
1005 A St Ste 315, San Rafael, CA 94901, United States -
Edward Jones - Financial Advisor: Patrick Bell
● OpenEdward Jones - Financial Advisor: Patrick Bell is a trusted financial institution located at 1121 4th Street, San Rafael, California, United States. As a dedicated financial advisor, Patrick Bell provides personalized financial solutions to help clients achieve their financial goals and secure their financial future. With a focus on building strong relationships and providing exceptional customer service, clients can trust in the expertise and guidance offered by Edward Jones - Financial Advisor: Patrick Bell. Whether you are looking to invest, plan for retirement, or navigate complex financial decisions, Patrick Bell is committed to helping you make informed choices and achieve financial success.
1121 4th St, San Rafael, CA 94901, United States -
Philip Scarborough - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPhilip Scarborough is a Financial Advisor at Ameriprise Financial Services, LLC located at 4314 Redwood Highway, San Rafael, California, United States. Philip holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Philip's expertise in various aspects of finance, including asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Philip Scarborough can provide personalized financial advice tailored to your specific needs. Contact Philip Scarborough today to start planning for a secure financial future.
4314 Redwood Hwy STE 400, San Rafael, CA 94903, United States -
John F. Williams - Morgan Stanley Financial Advisor
● OpenJohn F. Williams - Morgan Stanley Financial Advisor is a renowned finance institution located at 1101 Fifth Avenue in San Rafael, California, United States. As a trusted advisor, John F. Williams provides expert financial services to clients, helping them navigate the complexities of investment and wealth management. With a commitment to excellence and a track record of success, John F. Williams - Morgan Stanley Financial Advisor is dedicated to helping clients achieve their financial goals and secure their financial future.
1101 Fifth Ave Ste 275, San Rafael, CA 94901, United States -
Sipos Financial
● OpenSipos Financial is a reputable financial institution located at 4040 Civic Center Drive in San Rafael, California, United States. With a team of experienced financial advisors, we offer a wide range of services including investment management, retirement planning, estate planning, and more. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial objectives.
4040 Civic Center Dr Suite 200, San Rafael, CA 94903, United States -
Merrill Investment & Retirement Financial Center
● ClosedMerrill Investment & Retirement Financial Center, located at 30 Smith Ranch Road in San Rafael, California, offers personalized financial solutions to help you achieve your goals and plan for your future. Our team of Merrill Financial Solutions Advisors is dedicated to providing you with the tools and guidance you need to turn your ambitions into action. Whether you are looking to invest, plan for retirement, or secure your financial future, our advisors are here to help. As a part of Merrill Lynch, we strive to provide you with the information and resources you need to make informed decisions about your finances. Contact us today to speak with a Merrill Advisor and start planning for what matters most to you.
30 Smith Ranch Rd, San Rafael, CA 94903, United States -
Merrill Investment & Retirement Financial Center
● ClosedMerrill Investment & Retirement Financial Center is a finance institution located at 1000 4th Street, San Rafael, California, United States. At Merrill, we have experienced Financial Solutions Advisors who can provide personalized advice and guidance to help you achieve your financial goals. Whether you are planning for retirement, investing in securities, or seeking insurance, our team is here to assist you every step of the way. Our services include brokerage, investment advisory, financial planning, and more. Banking products are provided by Bank of America, N.A. and affiliated banks, with Merrill Lynch Life Agency Inc. offering insurance services. Visit us today to learn more about how we can help you turn your ambitions into action.
1000 4th St, San Rafael, CA 94901, United States -
Munoz Mc Cue Financial Services
● OpenMunoz Mc Cue Financial Services is a reputable accounting and finance institution located at 2144 4th Street in San Rafael, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, financial planning, and investment management. Whether you are an individual or a business, Munoz Mc Cue Financial Services is dedicated to helping you achieve your financial goals and secure your financial future. Visit them today to see how they can help you with your financial needs.
2144 4th St A, San Rafael, CA 94901, United States -
M&M Financial Group
● ClosedM&M Financial Group is a leading accounting and finance institution located at 866 4th Street in San Rafael, California, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help individuals and businesses achieve their financial goals through personalized and strategic financial solutions. Visit us today to see how we can help you secure a stable financial future.
866 4th St, San Rafael, CA 94901, United States -
Bal Claire - State Farm Insurance Agent
● ClosedBal Claire - State Farm Insurance Agent is a trusted insurance agency located at 25 Mitchell Boulevard in San Rafael, California. Conveniently situated next to Westamerica Bank at the Highway 101 Smith Ranch Exit, our dedicated team is here to provide personalized insurance and financial services to our valued clients, whom we consider our Good Neighbors. As your State Farm Insurance agent, we are committed to establishing a strong relationship with each individual to understand their unique insurance needs. Whether you are looking to switch insurance providers or simply have questions about your coverage, we are here to create a Personal Price Plan tailored just for you.
25 Mitchell Blvd #4, San Rafael, CA 94903, United States -
Tom Pattinson
● ClosedTom Pattinson is a reputable insurance agency located at 35 Mount Muir Court in San Rafael, California. With a commitment to providing personalized and reliable insurance solutions, our experienced team is dedicated to helping clients protect what matters most. From home and auto insurance to life and business coverage, Tom Pattinson offers a wide range of insurance options to meet the unique needs of individuals and businesses in the San Rafael area. Trustworthy, knowledgeable, and customer-focused, Tom Pattinson is your go-to insurance agency for peace of mind and financial security.
35 Mt Muir Ct, San Rafael, CA 94903, United States -
Farmers Insurance
● OpenFarmers Insurance is an insurance agency located at 54 Mitchell Boulevard in San Rafael, California. If you are looking for a Farmers Insurance Agent in San Rafael, California, look no further. The institution offers insurance underwritten by Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, Civic Property and Casualty Company, and more. They provide a range of insurance products including home, auto, life, and business insurance. Securities are also offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance products. Visit their website for a list of all insurers and contact an agent for more information about available products and discounts.
54 Mitchell Blvd, San Rafael, CA 94903, United States -
Covered California and Medicare Enrollment Center
● ClosedCovered California and Medicare Enrollment Center, located at 1406 Second Street in San Rafael, California, is a health and insurance agency that offers a wide range of health and life insurance plans to individuals and businesses. As an independent provider of consumer health and life insurance information since 2004, Insurancequoteca works with highly rated companies to provide objective and personalized insurance options. With a focus on keeping individuals in charge of their health and budget, Covered California and Medicare Enrollment Center offers Medicare Advantage, Medicare part D, and Medicare Supplement plans tailored to specific insurance and prescription drug coverage needs. Additionally, the institution provides group health insurance products and services to support employees' health needs.
1406 Second St #1, San Rafael, CA 94901, United States -
Fern Insurance Agency
● OpenFern Insurance Agency is a trusted insurance provider located at 181 Paul Drive in San Rafael, California. Our dedicated team of professionals is committed to helping individuals and businesses find the best insurance coverage to protect their assets and loved ones. With a wide range of insurance products and personalized service, Fern Insurance Agency strives to provide peace of mind and financial security to our clients. Contact us today to learn more about our services and how we can help you with your insurance needs.
181 Paul Dr., San Rafael, CA 94903, United States -
Pacific Coast Planning Insurance Services
● ClosedPacific Coast Planning Insurance Services is a reputable insurance agency located at 810 Fifth Avenue in San Rafael, California, United States. We offer a wide range of insurance services to protect your assets and provide peace of mind for you and your loved ones. Our experienced team of professionals is dedicated to helping you find the best insurance solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure a brighter financial future.
810 Fifth Ave STE 200, San Rafael, CA 94901, United States -
Searchlight Lending
● ClosedSearchlight Lending is a reputable finance institution located at 1300 4th Street in San Rafael, California. We specialize in providing personalized lending solutions to meet the unique financial needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses secure the funding they need to achieve their goals. Whether you are looking to purchase a home, start a business, or consolidate debt, Searchlight Lending is here to assist you every step of the way. Contact us today to learn more about our services and how we can help you reach your financial objectives.
1300 4th St, San Rafael, CA 94901, United States -
Redwood Credit Union
● ClosedRedwood Credit Union, located at 209 3rd Street in San Rafael, California, is a trusted financial institution offering a range of services including ATM, banking, and finance. Many local businesses choose to bank with us for our personalized service and commitment to the community. Our friendly staff at the San Rafael branch is dedicated to helping RCU Members achieve their financial goals and dreams. Whether you need to withdraw cash, deposit funds, make loan payments, or notarize documents, we are here to assist you. We also offer safe deposit boxes to keep your valuables secure. You can schedule appointments for investment, insurance, or auto services on our website. Additionally, you can find RCU ATMs and free Co-op Network ATMs using our locator map. If you have a PPP loan, we can help you navigate the forgiveness process according to the latest guidelines. Please note that we are not responsible for the content on third-party websites linked from our site. Visit us today and experience the difference at Redwood Credit Union.
209 3rd St, San Rafael, CA 94901, United States -
The Marne Law Group
● ClosedThe Marne Law Group, located at 30 North San Pedro Road in San Rafael, California, is a finance and legal institution specializing in providing expert legal representation for cases involving injuries, accidents, estates, probates, health care directives, power of attorney, and estate administration. Led by the experienced attorney Russell Marne, the team at The Marne Law Group is dedicated to helping clients get the financial restitution they deserve. Whether you are in need of assistance with criminal law, estates, probate, or bankruptcy, The Marne Law Group is here to guide you through the process. With free consultations available, contact them today at 415.499.8100 or info@marnelaw.com to get started on planning for your future and securing the legal representation you need.
30 N San Pedro Rd Ste 195, San Rafael, CA 94903, United States -
Farmers Insurance - Holly Cade
● ClosedFarmers Insurance - Holly Cade is an insurance agency located at 50-B Mitchell Boulevard in San Rafael, California, United States. As a local Farmers® agent, Holly Cade helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Holly has the knowledge and experience to help you understand your coverage options. With over 80 years of experience, Farmers® provides reliable insurance products to protect your assets in case of disaster. Holly can also help you review your life insurance policy to ensure financial support for your loved ones. Additionally, Farmers Insurance offers renters, condo, and umbrella insurance policies to protect your personal belongings and assets. For small business owners, Holly can customize a business insurance package to reduce risk and protect your investment. Farmers Insurance also offers financial services to help you build a solid financial plan for a secure future. Contact Holly Cade at Farmers Insurance for personalized assistance with your insurance needs.
50-B Mitchell Blvd, San Rafael, CA 94903, United States -
Wealth Protection Lady, LLC
● ClosedWealth Protection Lady, LLC is a finance and insurance agency located at 79 Acacia Avenue in San Rafael, California. Led by Retirement Planning Specialist & Fiduciary, Sue Cunningham, the institution offers services to help clients maximize their retirement savings. With a background in Financial Services and a range of licenses, Sue is dedicated to helping clients explore alternative retirement investment strategies that can outperform traditional 401k plans. One unique strategy offered by Wealth Protection Lady, LLC is Kai-Zen, an IUL strategy that leverages contributions to produce 3X more retirement savings. Clients can also take advantage of a free Retirement Income Analysis to better understand their current retirement plans and projected income. Don't miss the opportunity to secure your financial future with Wealth Protection Lady, LLC.
79 Acacia Ave, San Rafael, CA 94901, United States -
Farmers Insurance - Ruth Morales
● ClosedFarmers Insurance - Ruth Morales is an insurance agency located at 26 Medway Road, San Rafael, California, United States. As your local Farmers® agent, Ruth Morales helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance provides a range of coverage options including auto, home, renters, business insurance, and more. Ruth Morales can help you understand your coverage options and find the right insurance plan for your needs and budget. Whether you need comprehensive coverage, collision coverage, or medical payments, Ruth Morales is here to help. Get started with an online quote today and discover the insurance discounts that can save you money. Protect your most valuable possession with home insurance from Farmers®. In the event of disaster, Farmers Insurance will be there to help you recover and rebuild. With competitive rates and multi-line insurance discounts, you can trust Farmers Insurance to protect your home and belongings. Get a quote now and ensure your home is covered.
26 Medway Rd Ste 13, San Rafael, CA 94901, United States -
Farmers Insurance - David Martin
● ClosedFarmers Insurance - David Martin is an insurance agency located at 810 Fifth Avenue in San Rafael, California, United States. As a local Farmers® agent, David Martin helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, David has the knowledge and experience to help clients understand their coverage options. With over 80 years of experience, Farmers® provides comprehensive coverage and competitive rates with multi-line insurance discounts. From protecting your home to securing your small business, David can customize an insurance package to reduce your risk and protect your investment. Additionally, Farmers Insurance and Financial Services can help you build a solid financial plan for a secure future. Contact David Martin today for personalized assistance with your insurance needs.
810 Fifth Ave Ste 210, San Rafael, CA 94901, United States -
Farmers Insurance - Ross Parmenter
● ClosedFarmers Insurance - Ross Parmenter is an insurance agency located at 501 B Street in San Rafael, California, United States. As a local Farmers® agent, Ross Parmenter helps customers identify insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance products including auto, home, renters, business, and life insurance. Ross Parmenter can help you understand your coverage options and provide personalized service to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, or medical payments, Ross Parmenter can assist you in selecting the right insurance for your needs and budget. Additionally, Farmers Insurance offers competitive rates with multi-line insurance discounts. Contact Ross Parmenter today for a quote on auto, home, renters, business, or life insurance. Farmers Insurance also provides umbrella insurance policies for added coverage above and beyond your auto or home insurance. Securities are offered through Farmers Financial Solutions, LLC, and each insurer has sole financial responsibility for its own insurance. Contact Ross Parmenter at Farmers Insurance for personalized assistance in building a solid financial plan and securing a stable future.
501 B St, San Rafael, CA 94901, United States -
Farmers Insurance - R Michael Miller
● ClosedFarmers Insurance - R Michael Miller is an insurance agency located at 817 Mission Avenue, San Rafael, California, United States. As a local Farmers® agent in San Rafael, CA, R Michael Miller helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a range of insurance products including auto, home, renters, business, life, and more. They provide personalized service to help customers understand their coverage options and offer competitive rates with multi-line insurance discounts. Whether you need coverage for your car, home, business, or condo, Farmers Insurance - R Michael Miller can help you customize an insurance package to reduce your risk and protect your investments. Additionally, they offer financial services to help you build a solid financial plan for a secure future. Contact Farmers Insurance - R Michael Miller for a quote and start protecting what matters most to you.
817 Mission Ave Ste 1b, San Rafael, CA 94901, United States -
First Affiliated Finance Corporation
● OpenFirst Affiliated Finance Corporation is a reputable finance institution located at 15 North Avenue in San Rafael, California, United States. We provide a wide range of financial services including loans, investments, and financial planning. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a strong commitment to customer service and financial expertise, we strive to be a trusted partner in our clients' financial success. Contact us today to learn more about how we can help you with your financial needs.
15 North Ave, San Rafael, CA 94903, United States -
Loan Till Payday Online
● OpenLoan Till Payday Online is a finance institution located at 1317 Vía Sessi, San Rafael, California, United States. They offer a secure online form that takes just a few minutes to complete. It is important to note that individuals facing serious financial difficulties should explore other options or seek professional financial advice. By submitting information through their website, users consent to the use of Site Visit Recordation Technology. The institution is not a lender or agent of any lender, but rather connects individuals with financial service providers who may be able to assist with their financial needs. The services offered are administrative and free of charge, with lenders paying a fee to be connected to consumers. Users may also have the option of being connected to a tribal lending enterprise, which may have different rates and terms. By submitting information, users authorize a credit check and the sharing of information with lenders. Loans offered have an APR of 35.99% and below, with repayment plans ranging from 12 to 30 months. Lenders are required to disclose all fees and rate information, as well as terms for late payments or loan renewal. Loan terms are determined by the lender based on their internal policies and applicable law.
1317 Vía Sessi, San Rafael, CA 94901, United States -
Glassberg, Pollak & Associates
● OpenGlassberg, Pollak & Associates is a leading financial consulting firm located in San Rafael, California. With a prime location at 1000 4th Street, this institution offers a wide range of services including investment management, retirement planning, estate planning, and tax consulting. The team of experienced professionals at Glassberg, Pollak & Associates is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or minimize your tax liabilities, Glassberg, Pollak & Associates has the expertise and resources to help you succeed. Contact them today to schedule a consultation and start building a solid financial foundation.
1000 4th St Suite 570, San Rafael, CA 94901, United States -
Raymond James & Associates
● OpenRaymond James & Associates is a reputable finance institution located at 4000 Civic Center Drive in San Rafael, California. With a strong presence in the United States, Raymond James & Associates offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides personalized investment strategies, wealth management, and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Raymond James & Associates is dedicated to providing top-notch financial solutions tailored to your needs.
4000 Civic Center Dr # 500, San Rafael, CA 94903, United States -
First Street Wealth Advisors
● OpenFirst Street Wealth Advisors is a leading finance institution located at 68 Mitchell Boulevard in San Rafael, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, retirement planning, investment management, and estate planning services. Contact us today to learn how we can help you secure a prosperous financial future.
68 Mitchell Blvd # 200, San Rafael, CA 94903, United States
- Financial advisor
- Tax advisor
- Tax consultant
- Tax preparation services
- Health insurance companies
- Life insurance companies
- Home insurance companies
- Personal loan
- Small business loan
- Lawyer
- Law company
- Financial consulting
- Payday loans
- financial security in Fairfax
- financial security in Napa
- financial security in Santa Rosa
- financial security in Walnut Creek
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos