The 30 Best Financial service providers in San Rafael, California
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Axis Bookkeeping Services
Axis Bookkeeping Services is a professional accounting and finance institution located at 1005 Northgate Drive in San Rafael, California, United States. Our team of experienced bookkeepers and financial experts are dedicated to providing accurate and efficient bookkeeping services to businesses of all sizes. Whether you need help with payroll, tax preparation, or financial reporting, Axis Bookkeeping Services is here to help you manage your finances effectively. Contact us today to learn more about how we can support your business.
Moscoso Tax Services, Inc.
Moscoso Tax Services, Inc. is a reputable accounting and finance institution located at 710 C Street in San Rafael, California, United States. With a team of experienced professionals, they provide top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, Moscoso Tax Services, Inc. is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they strive to provide personalized solutions to meet your specific needs. Contact them today for all your accounting and finance needs.
AJ&J Bookkeeping & Tax Services
AJ&J Bookkeeping & Tax Services is a reputable accounting and finance institution located at 888 4th Street in San Rafael, California. Our team of experienced professionals provides a wide range of services including bookkeeping, tax preparation, payroll processing, and financial consulting. With a focus on accuracy and efficiency, we strive to help individuals and businesses manage their finances effectively. Contact us today for all your accounting and tax needs.
Amigos Income Tax Services
Amigos Income Tax Services is a professional accounting and finance institution located at 4340 Redwood Highway in San Rafael, California, United States. With a team of experienced professionals, we provide top-notch tax preparation, income tax filing, and financial planning services to individuals and businesses. Our goal is to help our clients navigate the complex world of taxes and finances with ease and efficiency. Trust Amigos Income Tax Services for all your accounting and financial needs.
The Wright Tax Service
The Wright Tax Service is a trusted finance institution located at 4040 Civic Center Drive in San Rafael, California, United States. With a team of experienced tax professionals, they offer a wide range of services to help individuals and businesses navigate the complex world of taxes. Whether you need help with tax preparation, planning, or IRS representation, The Wright Tax Service is dedicated to providing personalized and efficient solutions to meet your financial needs. Contact them today to schedule a consultation and take the stress out of tax season.
Kerr Bookkeeping Services
Kerr Bookkeeping Services is a reputable accounting and finance institution located at 7 Hart Street in San Rafael, California, United States. With a team of experienced professionals, we offer a wide range of bookkeeping services tailored to meet the unique needs of our clients. From managing financial records to preparing tax documents, we are dedicated to providing accurate and timely financial solutions to help businesses thrive. Contact us today to learn more about how Kerr Bookkeeping Services can support your financial needs.
Flemming Tax Services
Flemming Tax Services is a trusted accounting and finance institution located at 898 Lincoln Avenue in San Rafael, California. Our team of experts specializes in providing personalized tax services to individuals and businesses, ensuring compliance with all relevant regulations and maximizing financial efficiency. With years of experience in the industry, we are committed to delivering top-notch service to our clients. Contact us today to schedule a consultation and let us help you navigate the complexities of tax and finance.
M&M Financial Group
M&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.
El Quetzal Income Tax Services
El Quetzal Income Tax Services is a reputable accounting and finance institution located at 125 Larkspur Street in San Rafael, California, United States. With a team of experienced professionals, they specialize in providing comprehensive income tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, El Quetzal is dedicated to helping you navigate the complexities of the tax system and maximize your financial well-being. Trustworthy and efficient, El Quetzal Income Tax Services is your go-to destination for all your tax needs.
The Bottom Line, Bookkeeping Services
The Bottom Line Bookkeeping Services, located on 4th street in San Rafael, California, is your go-to institution for all your accounting and finance needs. Our dedicated team is committed to helping you and your business achieve peace of mind so you can focus on growth. Whether you're just starting out or need to get your books back on track, we can tailor a bookkeeping system to meet your specific needs. Led by founder Kathy Samoun, who has over 20 years of experience in the accounting and bookkeeping fields, we offer personalized services to ensure your financial success. We understand that one size does not fit all when it comes to bookkeeping, which is why we customize packages to suit your individual requirements.
Kiely Trust Services
Kiely Trust Services is a trusted institution located at 714 C Street in San Rafael, California, United States. Specializing in accounting and finance, our team of experienced professionals provides expert trust services to individuals and businesses. With a commitment to integrity and personalized attention, we strive to help our clients achieve their financial goals and secure their future. Trust Kiely Trust Services for reliable and comprehensive financial solutions.
BOH Services | Restaurant Accounting, Bookkeeping, Payroll, Human Resources, Consulting
About BOH Services Welcome to BOH Services, your trusted partner in restaurant accounting and financial management, located at 1000 Business Center Circle, Thousand Oaks, California. Specializing exclusively in the hospitality industry, we provide comprehensive bookkeeping, payroll, human resources, and consulting services tailored to the unique needs of independent restaurants. Our mission is to deliver two invaluable resources to restaurant owners: Time and Information.
Farmers Insurance - Mike Wise
Farmers Insurance - Mike Wise is a local insurance agency located at 2 California Avenue in San Rafael, California. As a Farmers® agent, Mike Wise helps customers find the insurance coverage that best suits their needs, whether it's for auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers® provides reliable insurance products to protect your assets in case of disaster. Mike Wise can also assist you in creating a financial plan for your future goals. From auto to home insurance, renters to business insurance, Farmers Insurance has you covered. Contact Mike Wise today to get started on protecting what matters most to you.
Lisa Elkins-Reuter - State Farm Insurance Agent
Lisa Elkins-Reuter - State Farm Insurance Agent is an insurance agency located at 705 Mission Avenue in San Rafael, California. Serving the communities north of Larkspur and northeast of San Anselmo, they provide a wide range of insurance services including auto insurance, home insurance, life insurance, income replacement insurance, small business insurance, and even pet insurance. With a strong emphasis on getting to know each customer's unique story, Lisa Elkins-Reuter and her team strive to provide personalized coverage and plans tailored to individual needs. As a bilingual small business owner with 28 years of experience with State Farm, Lisa is dedicated to bringing positive change to her customers and community by offering insurance and financial products, as well as strategies to protect what they own and who they love.
Valley Orthodontics (Marin County)
Valley Orthodontics in Marin County, located at 2400 Las Gallinas Avenue in San Rafael, California, is not your typical dental office. Dr. Rocha and her team believe in creating beautiful smiles that go beyond just straightening teeth. They take a holistic approach, considering the whole face when treating patients to achieve balanced faces, full smiles, and healthy bites. Dr. Rocha personalizes each treatment plan to meet the unique needs of every patient. With years of experience and specialty training, she ensures that each patient receives the ideal outcome for their smile and bite. Valley Orthodontics offers flexible financing options, so you can complete your treatment without financial stress.
Thomas S. Jarvis, DDS
Thomas S. Jarvis, DDS is a reputable dental institution located at 920 Northgate Drive in San Rafael, California. Dr. Jarvis and his team provide top-quality dental care in a comfortable and welcoming environment. From routine cleanings to advanced procedures, they offer a wide range of services to meet the needs of patients of all ages. With a focus on patient education and preventive care, Thomas S. Jarvis, DDS is committed to helping their patients achieve and maintain optimal oral health. Visit them today for a personalized and professional dental experience.
Pak Mail
Pak Mail is a trusted finance and store institution located at 454 Las Gallinas Avenue in San Rafael, California, United States. We offer a wide range of financial services and products to meet your needs, as well as a convenient store for all your shipping and packaging needs. Our knowledgeable staff is dedicated to providing excellent customer service and ensuring your satisfaction with every visit. Visit us today and experience the convenience and reliability of Pak Mail.
Meridian Commercial Property Management
Meridian Commercial Property Management is a professional property management firm located at 68 Mitchell Boulevard in San Rafael, California. With a team of experienced professionals, Meridian specializes in managing commercial properties of all sizes, providing top-notch services to property owners and tenants alike. From leasing and marketing to maintenance and financial management, Meridian ensures that each property under their care is well-maintained and profitable. Whether you own a retail space, office building, or industrial property, Meridian Commercial Property Management is dedicated to maximizing the value of your investment.
Marin Apartment Investments
Marin Apartment Investments, located at 851 Irwin Street in San Rafael, California, is a premier real estate agency specializing in the acquisition and sale of apartment and investment properties in Marin and Sonoma counties. Lead by Katherine J. Higgins, a top producing investment broker with over 30 years of experience, the agency has helped numerous clients complete 1031 tax deferred exchanges and grow their investment portfolios. Katherine's expertise in tax law and accounting related to investment real estate has earned her recognition as one of the North Bay's top commercial brokers. She has facilitated large portfolio sales and exchanges for clients, showcasing her dedication and knowledge in the field. Her insights on the Marin County apartment market are regularly featured in publications such as the North Bay Business Journal and the San Francisco Chronicle.
Miguel Alfaro - State Farm Insurance Agent
Miguel Alfaro - State Farm Insurance Agent is a trusted insurance agency located at 300 Washington Street in Petaluma, California. Our experienced team is dedicated to providing you with the right coverage for every stage of your life, whether you need auto insurance, life insurance, Medigap, pet insurance, and more. We are conveniently located at the corner of Washington & Liberty, one block away from St Vincent De Paul Church. As a local State Farm Agent since 2009, I bring over 45 years of insurance experience to help you protect what matters most. My team and I are committed to building relationships with our customers and providing personalized service to meet your unique needs. We are now licensed in Arizona, Nevada, and Oregon as well.
Bal Claire - State Farm Insurance Agent
Bal 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.
Bracken Life Insurance Agency
Bracken Life Insurance Agency is a reputable insurance agency located at 77 Mark Drive in San Rafael, California, United States. We specialize in providing personalized life insurance coverage to meet the unique needs of our clients. With a team of experienced and knowledgeable agents, we strive to offer top-notch customer service and tailored insurance solutions. Contact us today to discuss your insurance needs and let us help you protect what matters most.
Covered California and Medicare Enrollment Center
Covered 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.
Fern Insurance Agency
Fern 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.
Aflac
Aflac is an insurance agency located in San Rafael, California, United States. We specialize in providing supplemental insurance coverage to help individuals with expenses that traditional health insurance may not cover. Our products offer financial peace of mind, including assistance with emergency treatment, critical illnesses, cancer, final expenses, dental and vision care, and more. We also offer additional products through employers to help employees with high deductibles, injuries, and absences. Aflac is dedicated to protecting the financial future of our policyholders and their loved ones. Contact us today to learn more about how Aflac can help you protect your future.
Sonoma Fit
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.
Westamerica Bank
Westamerica Bank is a leading financial institution located in San Rafael, California. With a commitment to providing excellent banking services to its customers, Westamerica Bank offers a wide range of financial products including checking accounts, savings accounts, loans, and investment services. Conveniently located at 1 Mitchell Boulevard, Westamerica Bank is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to open a new account, apply for a loan, or plan for your future, Westamerica Bank is here to assist you every step of the way. With a team of experienced professionals and a strong reputation for customer service, Westamerica Bank is the ideal choice for all your banking and financial needs. Visit us today to experience the difference that Westamerica Bank can make in your financial future.
Marin County Credit Union
Marin County Credit Union, located at 30 North San Pedro Road in San Rafael, California, is a trusted financial institution offering ATM services and various finance options. Currently, we are looking to hire a full-time Member Service Representative to assist our valued customers. We understand the importance of teaching children about saving and managing money, and we strive to provide the tools and resources to help families achieve financial success. Voted as a Marin IJ favorite for five consecutive years, we are dedicated to serving our community and making a positive impact. Just ask Willow from Marin Humane, who can attest to the good work we do. Join us at Marin County Credit Union and experience the difference.
Searchlight Lending
Searchlight 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.
Bank of Marin
Bank of Marin is a trusted financial institution located at 1101 4th Street in San Rafael, California. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, and investment options. Our convenient ATM services make it easy for customers to access their funds 24/7. With a commitment to providing personalized customer service and innovative financial solutions, Bank of Marin is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with Bank of Marin.
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