TOP 30 Financial service providers in Novato, California

171 results found

Catalyst Systems is a reputable health and insurance agency located at 1701 Novato Boulevard in Novato, California, United States. With a strong focus on providing top-notch services to individuals and families, Catalyst Systems is dedicated to helping clients navigate the complexities of the healthcare and insurance industries. Their team of experienced professionals is committed to finding the best solutions and coverage options for their clients, ensuring peace of mind and financial security. Trust Catalyst Systems to be your partner in achieving optimal health and insurance protection.

LFA Private Wealth Management is a premier financial, health, and insurance agency located at 438 Ignacio Boulevard in Novato, California. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking for investment advice, health insurance options, or risk management solutions, we are here to provide personalized and comprehensive services tailored to your needs. Trust LFA Private Wealth Management to protect and grow your wealth, health, and security.

Pacific Private Money is a leading finance institution located at 1555 Grant Avenue in Novato, California. Specializing in private money lending, they provide fast and reliable financing solutions for real estate investors and developers. With a team of experienced professionals, Pacific Private Money offers personalized service and competitive rates to help clients achieve their investment goals. Whether you are looking to fund a fix-and-flip project or secure a bridge loan, Pacific Private Money is dedicated to providing innovative financial solutions tailored to your needs.

Umpqua Bank is a financial institution located at 999 Grant Avenue in Novato, California. We are dedicated to building economic vitality by prioritizing people and the communities they live in. Whether you are looking for personal banking, business banking, or private banking services, Umpqua is here to help. Our team of experts is committed to getting to know our customers and providing them with tailored financial solutions. From business checking and savings accounts to loans and credit cards, we offer a variety of products to meet your needs. We also provide home loan options for purchases, refinancing, and remodeling. Additionally, we offer online and mobile banking options for your convenience. At Umpqua Bank, we are together for people, together for business, and together for better. Visit us today to learn more about how we can support your financial goals.

The U.S. Bank Branch located at 1711 Grant Avenue in Novato, California is a trusted institution providing a range of financial services to individuals and businesses. With a focus on customer service and convenience, this branch offers services such as checking and savings accounts, loans, mortgages, and investment options. Whether you are looking to manage your personal finances or grow your business, the dedicated team at U.S. Bank Branch is here to help you achieve your financial goals. Visit us today to experience top-notch banking services in a welcoming and professional environment.

Sonoma Fit is a luxury fitness club located at 19310 Sonoma Highway in Sonoma, California. Voted Best Fitness Club in the Sonoma Valley People's Choice Awards for 2020, 2021, and 2022, Sonoma Fit offers a wide range of classes including cycling, TRX, strength conditioning, bootcamp, rowing, yoga, and more. The gym features boutique exercise studios with premium sound and state-of-the-art equipment. One of the unique offerings at Sonoma Fit is ROOM X, a circuit-style workout experience that includes innovative equipment, motivating instructors, and a supportive community atmosphere. The fitness club floor is equipped with cardio machines, Hoist strength training equipment, and a dedicated functional fitness training space with an indoor turf field, free weights, and more.

Chase Bank, located at 402 Ignacio Boulevard in Novato, California, is a full-service financial institution offering a range of banking and investment services. With a team of business professionals specializing in improving cash flow, credit solutions, and payroll management, Chase is dedicated to helping businesses succeed. In addition to traditional banking services, Chase also provides online and mobile banking options, business credit cards, and payment acceptance solutions tailored to meet the needs of businesses. JPMorgan Chase Bank, N.A. is a subsidiary of JPMorgan Chase & Co., offering investment products and services through J.P. Morgan Securities LLC and insurance products through Chase Insurance Agency, Inc. Chase Private Client is a premium banking and investment offering, subject to approval. Member FDIC.

US Bank Mortgage is a leading financial institution located at 1711 Grant Avenue in Novato, California, United States. Specializing in mortgage services, US Bank Mortgage offers a range of loan options to help individuals and families achieve their homeownership goals. With a team of experienced professionals, US Bank Mortgage provides personalized guidance and support throughout the loan process. Whether you are a first-time homebuyer or looking to refinance, US Bank Mortgage is dedicated to helping you secure the right mortgage solution for your needs. Visit us today to learn more about our services and how we can assist you in achieving your financial goals.

Hunter Sauls - Premier Lending, Inc. located at 7250 Redwood Boulevard in Novato, California, is a finance institution dedicated to bringing homeownership to reality through tailored mortgage products and exceptional service standards. With a fully digitized process, clients can get pre-approved in just 48 hours and into their new home in an average of 21 days, without any delays or unnecessary paperwork. The advisors at Premier Lending take the time to carefully listen to and understand each client's needs, analyze their options, and recommend a solution that best fits their unique requirements. Clients have praised the expertise and communication skills of Camilla, the helpfulness and education provided by Eddie, the responsiveness and availability of Mason, the persistence and niceness of Blake, and the above and beyond assistance provided by Mr. Smith. First-time home buyers have appreciated the guidance and knowledge shared during the purchasing process, while others have highlighted the amazing team, open and honest service, and VIP treatment provided by Premier Lending.

Tricor America Inc is a leading institution located at 20 Pimentel Court in Novato, California. As a trusted provider of business solutions, Tricor America Inc offers a wide range of services including corporate governance, compliance, risk management, and financial administration. With a team of experienced professionals, the institution is dedicated to helping businesses navigate complex regulatory environments and achieve their strategic goals. Contact Tricor America Inc today to learn how they can support your organization's success.

Ignacio Blvd & Palmer Dr is a transit station located in Novato, California, United States. This station serves as a vital hub for commuters and travelers, offering convenient access to various modes of public transportation. Whether you're looking to catch a bus, train, or other forms of transit, Ignacio Blvd & Palmer Dr provides a central location for seamless connections. With its strategic location and efficient services, this transit station is a reliable and essential resource for navigating the bustling city of Novato and beyond.

Sewall Robert L CPA is a reputable accounting and finance institution located at 1122 Grant Avenue in Novato, California, United States. With a team of highly skilled and experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting for individuals and businesses. Their commitment to providing personalized and efficient solutions has earned them a strong reputation in the industry. Visit Sewall Robert L CPA for all your accounting and finance needs.

Shawn Purcell: Allstate Insurance is a reputable insurance agency located at 199 San Marin Drive in Novato, California. With a focus on providing reliable insurance solutions, Shawn Purcell and his team strive to protect their clients' assets and provide peace of mind. Whether you are in need of auto, home, life, or business insurance, you can trust Shawn Purcell: Allstate Insurance to provide personalized service and comprehensive coverage options. Contact them today to learn more about how they can help you protect what matters most.

Farmers Insurance - Kevin Boland is an insurance agency located at 1202 Grant Avenue, Novato, California, United States. Kevin Boland, the owner, graduated from UC Berkeley in 1984 with a degree in political science and a minor in business administration. He has extensive experience in the insurance industry, holding certifications such as LUTCF, CIC, and AIC. The agency offers a wide range of personal and commercial insurance options, specializing in HOA, CID's, apartment buildings, commercial real estate, restaurants, and auto repair businesses. Services include flood and earthquake insurance, as well as coverage for boats, motorcycles, and RVs. Customers can visit the conveniently located office on Grant Avenue or call for assistance. Farmers Insurance provides comprehensive coverage options for cars, homes, life insurance, renters, businesses, and condos. Additionally, they offer personalized financial planning services to help clients reach their goals. Farmers Insurance Exchange, Fire Insurance Exchange, and other affiliated companies underwrite the policies offered by the agency. Securities are offered through Farmers Financial Solutions, LLC. Contact Kevin Boland for more information on insurance options and financial planning services.

Oscar Curiel - State Farm Insurance Agent is a local insurance agency located at 1683 Novato Boulevard, Novato, California. We offer Insurance and Financial Services to California residents, with a focus in the Bay Area. Our services include Auto, Motorcycle, Trailer, and RV Insurance. We strive to empower our customers with the knowledge to make informed financial decisions. For renters insurance, we help you find the right balance with accurate coverage limits. We also provide tips to avoid the dangers of drunk driving and emphasize the importance of water safety for families who enjoy swimming. Please do not include sensitive personal information when contacting us. For assistance, call (415) 892-9261. Life insurance and annuities are issued by State Farm Life Insurance Company, while deposit products are offered by U.S. Bank National Association. Remember that investing involves risk, and it's important to consult a tax or legal advisor for personalized advice.

Farmers Insurance - Shelby Deleon is an insurance agency located at 250 Bel Marin Keys Boulevard, Novato, California, United States. As a local Farmers® agent in Novato, CA, Shelby Deleon helps educate customers to make informed insurance decisions. The agency works with clients to protect their most valued assets and manage risks effectively by tailoring specific insurance policies to fit individual needs. Services offered include auto, home, renters, business insurance, life insurance, and more. Shelby Deleon has the knowledge and experience to help clients understand coverage options and make smart insurance choices. The agency also offers online quotes and discounts to help clients save money on their insurance policies. Whether you need coverage for your car, home, rental property, small business, or condo, Farmers Insurance - Shelby Deleon can help customize an insurance package to reduce risk and protect your investment. Contact Shelby Deleon today to create a financial plan that aligns with your goals and provides security for the future.

Farmers Insurance - Christi Spina is an established insurance agency located at 530 Alameda del Prado, Novato, California. The agency was founded in 1984 by Monty Hollingsworth, who built a strong reputation based on hard work and excellent client relationships. In 2006, Christi Spina took over the agency and continued the legacy of exceptional service. With two locations in Novato and Santa Rosa, the agency offers a range of insurance services including car, home, life, renters, business, and condo insurance. They also provide personalized financial planning services to help clients secure their future. Farmers Insurance has been in the industry for over 80 years, offering reliable coverage and competitive rates. Contact Christi Spina today for expert advice on selecting the right insurance coverage for your needs and budget.

Valley Oak Wealth Management, located at 2 Ranch Drive in Novato, California, is a finance and insurance agency dedicated to guiding clients through their financial journey to retirement and beyond. The experienced team at Valley Oak Wealth Management believes that it is never too early to start planning for the future and they are committed to helping clients as they embark on the next chapter of their lives. With a focus on portfolio diversification, Valley Oak Wealth Management works with each client to determine the best strategy for their individual needs. The team understands that life is unpredictable, which is why they strive to ensure that clients are prepared for anything that may come their way.

Farmers Insurance - Greg Beyer is an insurance agency located at 10 Commercial Boulevard in Novato, California. As a local Farmers agent, Greg Beyer helps customers identify the best insurance coverage for their needs. Whether you need auto, home, renters, or business insurance, Greg has the knowledge and experience to assist you in understanding your options. With over 80 years of experience, Farmers has a solid reputation for providing insurance products that protect your most valuable possessions. Greg can help you find competitive rates and discounts to save you money on your insurance policies.

Farmers Insurance - Daniel Martinez is an insurance agency located at 1601 Second Street, San Rafael, California, United States. As a lifelong California resident and Bay Area native, Daniel Martinez is proud to serve Novato, CA and the surrounding areas. The Martinez Insurance Agency offers a wide range of coverage options including home, life, commercial, recreational, and more. They are committed to providing outstanding customer service and ensuring that each client is well-informed about their insurance options. The office is conveniently located in the Del Prado Shopping Center near Nugget Market. Whether you need comprehensive coverage, collision coverage, or medical payments, Daniel Martinez is ready to help you find the right insurance plan for your needs and budget. In addition to personal insurance, they also offer business insurance and financial planning services. Contact Daniel Martinez today for a friendly conversation and to learn more about how Farmers Insurance can protect your assets and provide peace of mind.

NonQMDirect is a finance institution located at 7250 North Redwood Drive, Novato, California, United States. We are a full-service mortgage company that goes above and beyond to help our clients gain access to the funds they need to purchase their dream home. Unlike traditional lenders, we work tirelessly to ensure that clients can pursue homeownership, regardless of past financial issues, current financial assets, and other factors that can sometimes disqualify applicants. In response to the complexities introduced by the Dodd-Frank Legislation, we provide Non-QM home loans that offer more flexibility and personalized solutions for each individual applicant. Our commitment to client services and ability to help clients who would traditionally be precluded from home ownership has positioned us as a leader in the mortgage industry. Our services have been recognized by top media outlets such as Bloomberg, CNBC, Mashable, Forbes, and MSN.

Patelco Credit Union is a trusted financial institution located at 112 Vintage Way in Novato, California, United States. As a credit union, we offer a wide range of banking and financial services to our members, including savings accounts, checking accounts, loans, and investment options. Our dedicated team of professionals is committed to providing personalized service and helping our members achieve their financial goals. Whether you're looking to save for the future, finance a major purchase, or simply manage your day-to-day expenses, Patelco Credit Union is here to help. Visit us today to learn more about how we can assist you with your financial needs.

Mark Hanf is a reputable finance institution located at 1604 Grant Avenue in Novato, California, United States. With a focus on providing top-notch financial services, Mark Hanf offers expert advice and solutions to help individuals and businesses manage their finances effectively. Whether you are looking for investment guidance, retirement planning, or wealth management services, the dedicated team at Mark Hanf is committed to helping you achieve your financial goals. Trust in Mark Hanf for all your financial needs and experience the difference of working with a trusted and experienced financial institution.

Morre & Company, LLP is a reputable accounting and finance institution located at 1682 Novato Boulevard in Novato, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Clients can trust Morre & Company, LLP to provide accurate and reliable financial guidance to help them achieve their goals.

Friedlander Cherwon Capper is a boutique CPA firm located in Marin County, California. Our dedicated partners are committed to providing each client with a personalized and unique experience. With years of advanced training, ongoing education, cutting-edge technology, and strong business relationships, we stand out from chain financial planning firms. Our range of services includes tax planning and compliance for corporations, individuals, and partnerships, audits, business consulting, and more. We specialize in offering tailored advice to closely-held businesses, affluent individuals and families, trusts, and estates. We advocate proactively and creatively for our clients' financial and tax well-being, collaborating with their team of professionals because we genuinely care about their success.

Fix Your Tax Problem Inc, located at 2 Commercial Boulevard, Novato, California, is a full service tax resolution firm specializing in helping individuals and businesses with outstanding tax liabilities owed to the federal and state governments. Our team of licensed Enrolled Agents will work tirelessly to protect your finances, stop collection actions, and get the IRS off your case. With over 25 years of tax experience, we have the knowledge and expertise to handle any tax crisis you may be facing. We understand that each tax case is unique, which is why we provide personalized service to ensure you receive the best possible outcome. Whether you need help with back taxes, installment agreements, penalty abatement, or offer in compromise, our team is here to assist you every step of the way. Our goal is to help you get back every dollar you deserve and save you from unnecessary penalties, fines, and settlements.

Meyer & Associates is a leading accounting and finance institution located at 10 Commercial Boulevard in Novato, California, United States. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With a commitment to excellence and personalized service, Meyer & Associates is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

College of Marin is a reputable institution located at 1800 Ignacio Boulevard in Novato, California, United States. As a university, it offers a wide range of academic programs and services to help students achieve their educational goals. With a commitment to excellence in teaching and learning, College of Marin provides a supportive and inclusive environment for students to thrive. Whether you are pursuing a degree, certificate, or simply looking to enhance your skills, College of Marin has the resources and expertise to help you succeed. Come join our vibrant community of learners and discover the opportunities that await you at College of Marin.

North Bay Check Cashing is a trusted financial institution located at 926 Grant Avenue in Novato, California. We provide convenient and reliable check cashing services for individuals and businesses in the North Bay area. Our friendly staff is dedicated to helping our customers quickly and efficiently cash their checks with competitive rates. Visit us today to experience our excellent customer service and hassle-free check cashing process.

Loan Till Payday Online is a finance institution located at 1510 Grant Avenue, Novato, California, United States. Our secure online form takes just a few minutes to complete, allowing individuals facing financial difficulties to request assistance. Please note that we do not take loan applications or make credit decisions; instead, we connect you with financial service providers who may be able to help. Our services, known as lead generation, are offered free of charge, with lenders paying a fee to be connected to consumers. You may have the option to be connected to a tribal lending enterprise, which operates under tribal and federal laws. By submitting your information, you authorize us to perform a credit check and share your information with our network of lenders. Loans offered through our lenders have an APR of 35.99% and below, with repayment plans ranging from 12 to 30 months. Lenders are required by law to disclose all fees and rate information before offering a loan. Please read and understand the terms of any loan offer before accepting.