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TOP 30 Financial services for businesses in Gilroy, CA
27 results found
Search for local businesses, places and services near you
J.marie mobile notary services
J.marie Mobile Notary Services is a professional finance institution located at 7471 Monterey Street in Gilroy, California, United States. Our experienced team provides convenient and reliable notary services on the go, ensuring that important documents are properly executed and legally binding. Whether you need a notary for real estate transactions, legal documents, or other financial matters, we are here to help. Trust J.marie Mobile Notary Services for all your notarization needs.
Premier Tax Service
Premier Tax Service is a top-notch accounting and finance institution located at 8339 Church Street in Gilroy, California, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses with their tax and financial needs. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to provide you with personalized and reliable assistance. Trust Premier Tax Service for all your accounting and finance needs.
Kristi Ellington Financial
Kristi Ellington Financial is a finance institution located at 8343 Church Street in Gilroy, California. With an additional office at 345 5th Street, Suite 3 in Hollister, California, this institution provides expert financial advice and services to clients in the area. Led by Kristi Ellington, a passionate and experienced Financial Advisor since 1993, the team at Kristi Ellington Financial is dedicated to helping individuals understand and navigate their unique financial situations. Kristi brings a wealth of knowledge and a love for all things financial to her practice, staying up-to-date on the latest products and services to offer the best advice possible. Her son, Nick, also plays a key role in the business, helping clients invest their money wisely and make the most of their hard-earned dollars. Together, they strive to make financial planning accessible to everyone, not just the wealthy.
Spectrum Small Business Advisors LLC
Spectrum Small Business Advisors LLC, located at 8339 Church Street in Gilroy, California, offers a range of services including management consulting, CFO consulting, payroll, and bookkeeping. With a focus on providing value to clients, Spectrum Small Business Advisors LLC is dedicated to helping businesses make informed decisions. James, the founder of Spectrum Small Business Advisors LLC, has over 25 years of experience in financial management. With a background in military payroll and experience working with Fortune 500 companies, James brings a wealth of knowledge to his clients. He is known for his ability to develop efficient processes and procedures that result in cost savings for businesses.
LPL Financial
LPL Financial is a leading finance institution located at 8339 Church Street in Gilroy, California, United States. Specializing in investment and wealth management services, LPL Financial is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. With a commitment to excellence and a focus on client satisfaction, LPL Financial is a trusted partner for individuals and businesses seeking to secure their financial future.
Merrill Lynch Financial Advisor Craig Brinton
Merrill Lynch Financial Advisor Craig Brinton, located at 200 East Franklin Street, Monterey, California, United States, is a finance institution that is part of The SBR Group. Unlike other advisory groups, The SBR Group focuses on providing personalized financial guidance to self-made individuals, families, and non-profit organizations in Salinas, Carmel, Gilroy, and across Central California. With a loyal clientele of accomplished business owners, agricultural executives, farmers, physicians, and attorneys, the team at The SBR Group specializes in retirement planning, investment management, and 401(k) and defined benefit plans. With over 70 years of collective experience and industry credentials including CPFA, C(k)P®, and CFP® certifications, the team at The SBR Group offers tailored strategies to help clients preserve and grow their wealth. By asking thought-provoking questions and taking a planning-based approach, the team helps clients navigate their financial futures with confidence. Additionally, The SBR Group offers banking and lending services through Bank of America, N.A., and works closely with clients on wealth transfer and estate planning strategies. With a focus on creating value for clients and their families, The SBR Group aims to leave a lasting impact on the lives they touch.
The Books Plus, Small Business Bookeeping Services for Santa Clara County
The Books Plus offers small business bookkeeping services for Santa Clara County. Located at 1560 Cielo Vista Lane in Gilroy, California, this institution specializes in accounting and finance services tailored to meet the needs of local businesses. With a focus on accuracy and efficiency, The Books Plus is dedicated to helping small businesses in Santa Clara County maintain their financial records and make informed decisions for long-term success.
AccountAble Services
AccountAble Services is a reputable accounting and finance institution located at 8050 Santa Teresa Boulevard in Gilroy, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, payroll services, and financial planning. Their commitment to accuracy and integrity sets them apart, making them a trusted partner for individuals and businesses alike. Whether you need help with your personal finances or managing your company's financials, AccountAble Services is here to help you achieve your financial goals.
Farmers Insurance - Stefanie Pinheiro
Farmers Insurance - Stefanie Pinheiro is a local insurance agency located at 190 1st Street, Gilroy, California, United States. As a Farmers® agent, Stefanie Pinheiro helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers Insurance provides comprehensive coverage and competitive rates with multi-line insurance discounts. Stefanie Pinheiro also offers life insurance policies to help provide financial support for those who depend on you, as well as renters insurance to protect personal belongings. For small business owners, Farmers Insurance offers customized business insurance packages to reduce risk and protect investments. Additionally, condo insurance policies are available to protect personal belongings in your condo.
Rey Zagal - State Farm Insurance Agent
Rey Zagal - State Farm Insurance Agent is a reputable insurance agency located at 246 Abbott St in Salinas, California. Our team is dedicated to serving the community by providing excellent service for all your financial and insurance needs. While we are currently not offering online auto quoting, we are available by phone, text, or in-person to assist you with auto quotes. Please note that we have paused insuring new homeowners, renters, boat owners, personal liability umbrella, and business policies in California at this time. We specialize in car insurance, life insurance, and motorcycle insurance, with a focus on auto and life insurance. As insurance costs continue to rise, we are committed to helping you understand your policies and find all eligible discounts to keep your costs as low as possible. Our experienced team is here to explain any billing questions or concerns you may have.
Check Into Cash
Check Into Cash is a finance institution located at 6948 Automall Parkway in Gilroy, California, United States. If you are in need of financial services, whether it's cashing a check, getting cash for gift cards, purchasing a money order, or applying for a payday loan in Gilroy, Check Into Cash is your one-stop money shop. Our friendly staff is ready to assist you with any questions you may have about short-term loans. Simply visit our store in person or give us a call at 408-847-6028 to speak with one of our fast cash agents. To apply for a loan, make sure to bring your government-issued photo ID, proof of an open and active checking account, and proof of income. Our store is conveniently located near Dutchman’s Pizza and Asian Buffet. Please note that some products and services may not be available at all locations, and loan amounts and eligibility are subject to underwriting criteria. We are licensed by the Department of Financial Protection and Innovation under the California Deferred Deposit Transaction Law. Contact us today to get the quick cash you need.
Ana Orozco - State Farm Insurance Agent
Ana Orozco - State Farm Insurance Agent is a trusted insurance agency located at 2066 Clarmar Way in San Jose, California. Serving the greater Bay Area, including Santa Clara, Los Gatos, Morgan Hill, and Gilroy, Ana Orozco has been a part of the State Farm family since 2013 and opened her own agency in 2018. With a focus on building relationships with customers, Ana and her team take the time to understand each individual's needs and find the right coverage options that fit their lives. Fluent in Spanish, the agency is dedicated to providing support and assistance to a diverse range of clients. In addition to offering auto, home, property, business, life, and health insurance, Ana Orozco - State Farm Insurance Agent also provides financial services to help clients plan for the future. Committed to giving back to the community, Ana supports various local organizations and is actively involved in volunteering. Whether you need assistance with insurance coverage or financial planning, Ana Orozco and her team are here to help. Contact them today for a free quote or to schedule an appointment, either in person or virtually.
Farmers Insurance - Maria Cid
Farmers Insurance - Maria Cid is a local insurance agency located at 8010 Wayland Lane in Gilroy, California. Maria Cid, a proud Californian, is the agent at this agency and she values personal attention and education when it comes to customer service. With 20 years of insurance expertise, Maria is dedicated to providing comprehensive and cost-effective insurance solutions tailored to each individual's needs. The agency offers a variety of insurance options including auto, home, commercial, life, and more. They also provide multi-line insurance discounts to help customers save money. Whether you need coverage for your car, home, rental property, business, or life, Maria Cid and her team are there to help you understand your options and choose the right insurance plan. Additionally, they offer financial planning services to help you secure a solid financial future. The agency is community-driven and takes pride in protecting their neighbors. Visit the Maria Cid Insurance Agency in Gilroy for personalized and reliable insurance services.
Fernando Lopez - State Farm Insurance Agent
Fernando Lopez - State Farm Insurance Agent is a trusted health and insurance agency located at 734 East Lake Avenue in Watsonville, California, United States. Fernando Lopez, the State Farm agent, has been serving the community for over 17 years, building strong relationships with customers in Watsonville and nearby areas such as Aptos, Capitola, Soquel, Gilroy, Santa Cruz, Morgan Hill, and Salinas. Fernando and his team treat everyone like family, offering personalized service in both English and Spanish. They are passionate about helping individuals, families, and businesses understand their insurance needs and find the right policies. With a focus on customer relationships and satisfaction, Fernando and his team go above and beyond to ensure that every interaction is positive and informative.
Tax Systems
Tax Systems is a finance institution located at 7025 Monterey Street in Gilroy, California. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. Whether you need help with tax planning, preparation, or resolution, we have the knowledge and expertise to assist you. With a commitment to excellence and customer satisfaction, Tax Systems is your go-to destination for all your tax needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
Pinnacle Bank
Pinnacle Bank is a trusted financial institution located at 7597 Monterey Street in Gilroy, California. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our experienced staff is dedicated to providing personalized and professional service to help individuals and businesses achieve their financial goals. Whether you're looking for a checking account, mortgage loan, or investment advice, Pinnacle Bank is here to help you reach the peak of your financial success. Visit us today to experience the difference of banking with Pinnacle Bank.
Wells Fargo Bank
Wells Fargo Bank is a trusted financial institution located at 777 1st Street in Gilroy, California. As a full-service bank, Wells Fargo offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM services available, customers can easily access their accounts and manage their finances. Known for their excellent customer service and commitment to helping individuals and businesses achieve their financial goals, Wells Fargo Bank is a reliable choice for all of your banking needs.
Bank of America (with Drive-thru ATM)
Bank of America is a trusted financial institution located at 7111 Camino Arroyo in Gilroy, California. This branch offers convenient drive-thru ATM services for customers on the go. With a reputation for excellence in banking and finance, Bank of America provides a wide range of services to meet the needs of individuals and businesses alike. Visit us today for all your banking needs.
Farmers Insurance - Brenda Horder
Farmers Insurance - Brenda Horder is an insurance agency located at 341 Tres Pinos Road in Hollister, California, United States. As your local Farmers® agent in Hollister, CA., Brenda Horder and her team are dedicated to helping customers identify the insurance coverage that best fits their needs. With over 25 years of experience, they can help you understand your coverage options for home insurance, car insurance, business insurance, and life insurance. The office is conveniently located in the Pinnacle Building, offering personalized service to clients in Hollister, San Juan Bautista, Gilroy, Salinas, and the greater San Benito County. Whether you need comprehensive coverage, renters insurance, condo insurance, or financial planning services, Brenda Horder is there to help you protect what matters most. Contact Brenda Horder at Farmers Insurance for personalized assistance with your insurance needs.
Farmers Insurance - Erma Contreras
Farmers Insurance - Erma Contreras is a local insurance agency located at 7790 Eigleberry Street, Gilroy, California, United States. As a Farmers® agent, Erma Contreras helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Erma has the knowledge and experience to help you understand your coverage options. By providing personalized and straightforward service, she aims to make you smarter about insurance. If you're looking for comprehensive coverage, collision coverage, deductibles, medical payments, or any other insurance-related questions, Erma is happy to help. She can take the mystery out of selecting the right car insurance coverage for your needs and budget. You can also get an online auto insurance quote and learn about insurance discounts to save money.
BMO
BMO, located at 7865 Monterey Street in Gilroy, California, is a full-service bank offering a wide range of banking services, investments, and lending products for both personal and commercial customers. As a member of FDIC, BMO Bank N.A. ensures that all banking products and services are subject to bank and credit approval in the United States. To comply with federal law, BMO requires all customers to provide identification information when opening an account. Additionally, BMO advises customers to review privacy and security policies of third-party websites linked from their own site. It is important to consult with legal and tax advisors for personalized advice on financial planning strategies.
Schrepfer & Associates, A Blackline Partners Company
Schrepfer & Associates, A Blackline Partners Company is a reputable accounting and finance institution located at 7527 Eigleberry Street in Gilroy, California, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. From tax planning to financial consulting, Schrepfer & Associates is dedicated to helping their clients achieve their financial goals. As a part of the Blackline Partners Company, they have access to additional resources and expertise to better serve their clients. Visit them today for all your accounting and finance needs.
Chiang Edward CPA
Chiang Edward CPA is a reputable accounting and finance institution located at 8070 Santa Teresa Boulevard in Gilroy, California. With a team of experienced and knowledgeable Certified Public Accountants, they provide a wide range of professional services to individuals and businesses in the area. From tax preparation and planning to financial consulting and auditing, Chiang Edward CPA is dedicated to helping their clients achieve their financial goals. Trustworthy, reliable, and committed to excellence, Chiang Edward CPA is the go-to institution for all your accounting and finance needs.
The Art of Taxes, formerly McEwan-Upright & Associates, Inc.
The Art of Taxes, formerly known as McEwan-Upright & Associates, Inc., is a reputable accounting and finance institution located at 7363 Monterey Street in Gilroy, California, United States. With a team of experienced professionals, they specialize in providing top-notch tax services and financial advice to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, The Art of Taxes is dedicated to helping you navigate the complexities of the financial world with ease and expertise. Trustworthy, reliable, and committed to excellence, The Art of Taxes is your go-to destination for all your accounting and finance needs.
Ronald G. Pray Company
The Ronald G. Pray Company is a reputable finance institution located at 7888 Wren Avenue in Gilroy, California, United States. With a strong commitment to providing top-notch financial services, they offer a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, the Ronald G. Pray Company has the expertise and experience to help you make informed decisions. Visit them today to learn more about how they can help you secure your financial future.
Bank of America ATM (Drive-thru)
The Bank of America ATM (Drive-thru) located at 7111 Camino Arroyo in Gilroy, California, United States offers convenient access to banking services for customers on the go. This finance institution provides a secure and efficient way for customers to withdraw cash, check account balances, and perform other financial transactions without leaving the comfort of their vehicle. The drive-thru ATM ensures quick and easy access to funds, making it a convenient option for busy individuals looking to manage their finances on the move.
Datamate Bookkeeping & Tax, Inc
Datamate Bookkeeping & Tax, Inc is a professional accounting and finance institution located at 7881 Church Street in Gilroy, California, United States. With a team of experienced professionals, they offer a wide range of services including bookkeeping, tax preparation, payroll processing, and financial consulting. Whether you are a small business owner or an individual looking for assistance with your finances, Datamate Bookkeeping & Tax, Inc is dedicated to providing personalized and reliable services to help you achieve your financial goals.
- Notary
- Law company
- Tax consultant
- Tax preparation services
- Financial consulting
- Financial advisor
- Life insurance companies
- Home insurance companies
- Health insurance companies
- Tax advisor
- financial services for businesses in Hollister
- financial services for businesses in Monterey
- financial services for businesses in Salinas
- financial services for businesses in San Jose
- financial services for businesses in Watsonville
List of local businesses, places and services in California
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