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TOP 30 Financial services in San Mateo, CA
302 results found
A convenient service for searching for businesses, places and services
Farmers Insurance - David Flaig
Farmers Insurance - David Flaig is a local insurance agency located at 72 37th Avenue in San Mateo, California. As a Farmers® agent with over 17 years of experience, David Flaig helps individuals and businesses protect themselves and their assets from the unexpected. The agency offers a range of insurance options including auto, home, life, renters, and business insurance. Customers can visit the office to learn more about coverage options and ensure they are properly insured. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, David Flaig can help take the mystery out of selecting the right insurance coverage for your needs and budget. The agency also offers competitive rates and multi-line insurance discounts for home insurance, renters insurance, condo insurance, and more.
FedAdvantage
FedAdvantage is a finance and insurance agency located at 730 Polhemus Road in San Mateo, California, United States. We specialize in providing insurance solutions for Federal Employees, offering consulting services to ensure peace of mind protection for you and your family. Our goal is to help you plan for tomorrow, whether it's protecting your income, family, or future from unexpected events. Our institution offers over 20 educational seminars and webinars to educate federal employees on their benefits, financial, and retirement matters. We are knowledgeable and up to date on federal benefits, providing comprehensive and objective information to help employees build a secure tomorrow.
Farmers Insurance - Bravo Insurance Agency Inc
Farmers Insurance - Bravo Insurance Agency Inc is located at 635 Mariners Island Boulevard in San Mateo, California. Established in 1979 by Ralph W. Bravo, this agency has been serving the community for over 40 years. The agency, now run by Ralph's sons Michael and Ryan, aims to help clients understand and select the right insurance coverage for their needs. Whether you need auto, home, renters, life, or business insurance, The Bravo Agency is here to assist you. With a focus on customer service and personalized care, they strive to ensure that you are properly protected against the unknown. Contact them today to learn more about their comprehensive coverage options and insurance discounts. Additionally, they offer financial planning services through Farmers Insurance and Financial Services to help you reach your goals. Don't wait until it's too late - let The Bravo Agency help you secure your future.
William Verbrugge - Aflac Insurance Agent
William Verbrugge - Aflac Insurance Agent is an insurance agency located at 27 Crystal Springs Road, San Mateo, California, United States. They offer a wide range of insurance policies to provide an extra layer of protection for life's speed bumps. Aflac pays cash for covered accidents, positive diagnoses, and serious health events to help alleviate financial worries. Their coverage includes help with deductibles, co-pays, hospital stays, dental care, and eye care. Aflac also offers benefits for out-of-pocket expenses that major medical insurance may not cover. Employers can provide quality products to their employees at no direct cost. Those interested in becoming an Aflac insurance agent can explore the unlimited potential and flexibility of this opportunity. Aflac is underwritten by American Family Life Assurance Company of Columbus, and in New York, by American Family Life Assurance Company of New York. Dental and vision plans are administered by Aflac Benefit Solutions, Inc. Aflac's Premium Life, Absence, and Disability Services are available in all states except Puerto Rico, Guam, and the Virgin Islands, and are offered by Continental American Insurance Company (CAIC). Administrative services are not insurance and may not be available in all states. Direct to Consumer Business is underwritten by Tier One Insurance Company in California.
New York Life
New York Life, located in San Mateo, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions that adapt to your changing needs to help grow your financial security and peace of mind. They have been in business since 1845 and are committed to upholding their values of diversity, responsibility, and service. The institution is known for its financial strength, accountability to policy owners, and commitment to giving back to the community.
SF Fire Credit Union
SF Fire Credit Union, located at 3201 California Street in San Francisco, California, is a finance institution offering a range of services to its members. Whether you are looking to open a checking account with a cash bonus, secure a special rate on your funds, or simply find a stable alternative to a traditional bank, SF Fire Credit Union has you covered. Membership is open to those who live, work, worship, or attend school in San Francisco, San Mateo, or Marin Counties, and is not exclusive to the firefighting community despite the name. The credit union has been recognized with prestigious Diamond Awards and is committed to providing a balance of growth, security, and easy access to your money. Deposits in SF Fire Credit Union are insured by American Share Insurance, ensuring your funds are protected. Contact SF Fire Credit Union today to learn more about their services and how they can help you achieve your financial goals.
Bank of America (with Drive-thru ATM)
Bank of America is a prominent financial institution located at 465 San Mateo Avenue in San Bruno, California. In addition to traditional banking services, this branch also offers a convenient Drive-thru ATM for customers on the go. Whether you need to deposit a check, withdraw cash, or simply check your balance, Bank of America provides a quick and efficient way to access your funds. With a reputation for excellent customer service and a wide range of financial products, Bank of America is a trusted choice for all your banking needs.
Monterra Credit Union
Monterra Credit Union is a financial institution located at 1515 South El Camino Real in San Mateo, California. As a credit union, Monterra offers a wide range of financial services including savings accounts, checking accounts, loans, and more. With a focus on providing personalized service and competitive rates, Monterra Credit Union is dedicated to helping its members achieve their financial goals. Additionally, Monterra Credit Union also offers convenient ATM services for easy access to cash withdrawals and deposits. Visit Monterra Credit Union today to experience the difference of banking with a trusted community institution.
JB Private Investments
JB Private Investments is a leading finance institution located at 311 South Ellsworth Avenue in San Mateo, California. With a strong reputation for providing personalized investment solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your future, JB Private Investments offers a range of services tailored to meet your specific needs. Trust us to guide you towards financial success and security.
Montana Capital Car Title Loans
Montana Capital Car Title Loans is a finance institution located at 700 North San Mateo Drive in San Mateo, California, United States. Whether you apply online or by phone, Montana Capital is dedicated to helping you secure a fast and secure cash loan using your car title. Depending on the value of your car, the amount of money you need, and your ability to repay, you could receive up to $50,000. Your funds can be sent directly to your bank account, debit card, or picked up at a MoneyGram location near you. Additionally, TRI Audio Sound provides GPS installation and removal services for Montana Capital Car Title Loans customers at their location on N San Mateo Drive. San Mateo, located halfway between San Jose and San Francisco, has a rich history as a hunting and fishing paradise for early settlers. Today, the cultural and economic impact of the area is still felt, with diverse immigrant populations contributing to the community.
Patelco Credit Union
Patelco Credit Union is a trusted financial institution located at 51 Bovet Road in San Mateo, 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 mission is to provide personalized service and competitive rates to help our members achieve their financial goals. Visit us today to experience the Patelco difference.
Upstart
Upstart is a finance institution located at 2950 South Delaware Street in San Mateo, California, United States. They are a cutting-edge financial technology company that uses artificial intelligence and machine learning to provide personal loans to individuals. Upstart offers competitive rates and flexible terms to help borrowers achieve their financial goals. With a focus on innovation and efficiency, Upstart is revolutionizing the lending industry by making credit more accessible and affordable for everyone.
First Bank
First Bank, located at 2950 South El Camino Real in San Mateo, California, is a full-service institution offering ATM, banking, and finance services. With Personal eBanking and the First Bank On The Go Mobile App, customers can easily access their accounts and manage their finances on the go. Some consumer accounts are eligible for online account opening, and customers can also visit a branch to establish an account. The institution provides resources to help customers achieve their financial goals and prides itself on helping customers write their own success stories. With a focus on family values, First Bank aims to be there for its customers every step of the way. Please note that by clicking on external links, you will be leaving the First Bank website, and the institution is not responsible for the content or policies of third-party sites.
Sterling Bank & Trust
Sterling Bank & Trust is a reputable financial institution located at 15 East 4th Avenue in San Mateo, California. As a bank, Sterling Bank & Trust offers a wide range of financial services including savings accounts, checking accounts, loans, mortgages, and investment opportunities. With a focus on customer satisfaction and financial stability, Sterling Bank & Trust is committed to providing personalized service to help individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with Sterling Bank & Trust.
The UPS Store
The UPS Store located at 3182 Campus Drive in San Mateo, California, is a convenient and reliable financial and retail store. Offering a wide range of services including shipping, packing, printing, mailbox services, and more, The UPS Store is your one-stop shop for all your business and personal needs. With friendly and knowledgeable staff ready to assist you, you can trust The UPS Store to provide excellent customer service and high-quality products. Whether you need to send a package, print documents, or purchase office supplies, The UPS Store has you covered. Visit us today and experience the convenience and efficiency of The UPS Store.
Layla's Notary Public
Layla's Notary Public is a trusted financial institution located at 89 43rd Avenue in San Mateo, California, United States. Our experienced team provides professional notary services to help with a variety of legal documents and transactions. Whether you need assistance with real estate contracts, wills, powers of attorney, or other important paperwork, we are here to ensure that your documents are properly notarized and legally binding. Visit Layla's Notary Public for reliable and efficient notary services you can count on.
A Live Scan & Notary
A Live Scan & Notary is a one-stop shop for all your electronic, financial, and home goods needs. Located at 360 1st Avenue in San Mateo, California, this institution offers live scan fingerprinting services, notary services, and a wide selection of electronic gadgets, household items, and financial products. Whether you need to get fingerprinted for a background check, notarize important documents, or shop for the latest electronics and home goods, A Live Scan & Notary has you covered. Visit us today for all your convenience needs under one roof.
Theorem Partners, LLC
Theorem Partners, LLC is a finance institution located at 400 Concar Drive in San Mateo, California, United States. With a strong focus on providing comprehensive financial services, Theorem Partners, LLC is dedicated to helping clients achieve their financial goals through strategic planning and personalized solutions. Their team of experienced professionals offers expertise in a wide range of financial areas, including investment management, wealth planning, and risk management. By combining industry knowledge with a client-centered approach, Theorem Partners, LLC strives to deliver exceptional results and build long-lasting relationships with their clients.
A+ MailBoxes & More
A MailBoxes & More is a finance institution located at 360 1st Avenue in San Mateo, California, United States. We offer a wide range of financial services to meet the needs of our clients, including check cashing, money orders, bill payment, and more. Our friendly and knowledgeable staff is dedicated to providing excellent customer service and helping customers with their financial needs. Visit us today to see how we can help you with all of your financial needs.
CA Notary Public- Nancy Chavez
CA Notary Public- Nancy Chavez is a trusted financial institution located at 219 North Amphlett Boulevard in San Mateo, California. Nancy Chavez is a certified notary public who provides professional notary services to individuals and businesses in the area. With years of experience and expertise in the field, Nancy Chavez offers reliable and efficient notarization services for various financial transactions, legal documents, and more. Whether you need a signature notarized or a document certified, CA Notary Public- Nancy Chavez is here to help. Visit us today for all your notary needs.
RedHedgeInc.
RedHedgeInc. is a leading finance institution located in San Mateo, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you're looking for investment advice, wealth management, or financial planning, we have the expertise to help you achieve your financial goals. Visit us at 63 Bovet Road to learn more about how RedHedgeInc. can help you secure your financial future.
Bilingual Notary
Bilingual Notary is a finance institution located in San Mateo, California, United States. We specialize in providing notary services in both English and Spanish, catering to a diverse range of clients. Our experienced team is dedicated to ensuring that all legal documents are properly notarized and executed with accuracy and efficiency. Whether you need assistance with real estate transactions, loan signings, or other financial documents, Bilingual Notary is here to help. Trust us to handle your important paperwork with professionalism and precision.
Fastline FedEx & DHL Shipping
Fastline FedEx & DHL Shipping is a finance institution located at 637 South B Street in San Mateo, California, United States. This institution offers a wide range of financial services related to shipping through FedEx and DHL, providing customers with convenient and efficient solutions for their shipping needs. With a focus on speed and reliability, Fastline FedEx & DHL Shipping ensures that packages are delivered in a timely manner, both domestically and internationally. Whether it's for personal or business purposes, customers can trust this institution to handle their shipping needs with professionalism and care.
Forge Trust
Forge Trust is a finance institution located at 3050 South Delaware Street in San Mateo, California, United States. We specialize in providing trust services to individuals and businesses, helping our clients manage and grow their assets with confidence. Our team of experienced professionals is dedicated to delivering personalized and reliable financial solutions to meet the unique needs of each client. Whether you are looking to secure your future, plan for retirement, or grow your wealth, Forge Trust is here to help you achieve your financial goals.
AMS Capital Management LLC
AMS Capital Management LLC is a reputable finance institution located in San Mateo, California. With a prime location at 1730 South El Camino Real, this firm offers a wide range of financial services to meet the needs of their clients. Specializing in wealth management, investment strategies, and financial planning, AMS Capital Management LLC is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals provides personalized assistance and expert advice to ensure that clients make informed decisions about their finances. Trust AMS Capital Management LLC to provide top-notch financial services tailored to your specific needs.
Belvedere Legal, PC
Belvedere Legal, PC is a leading finance and law institution located at 1777 Borel Place, San Mateo, California, United States. Specializing in commercial litigation, bankruptcy law, and representing both plaintiffs and defendants in a wide range of legal matters, Belvedere Legal is known for its dedication to achieving the best results for its clients. The institution handles cases involving contract disputes, fraud actions, and unfair business practices, as well as bankruptcy, insolvency, and business reorganization. With a focus on socially just causes, Belvedere Legal prosecutes cases in both federal and state courts, ensuring that the financial health of companies and individuals is protected. The institution also offers pro bono services and is committed to providing high-quality legal representation to all clients. Contact Belvedere Legal, PC for a consultation and experience their expertise in intelligent, tenacious consensus-building and effective legal advocacy.
Finkelstein & Fujii LLP
Finkelstein & Fujii LLP is a reputable law firm located in San Mateo, California. Specializing in various legal services, their experienced team of lawyers provides expert advice and representation to clients in need. From personal injury cases to business law matters, Finkelstein & Fujii LLP is dedicated to delivering top-notch legal solutions tailored to each individual's needs. With a commitment to excellence and a track record of success, this firm is a trusted choice for those seeking professional legal assistance in the San Mateo area.
Chauvel & Glatt, LLP
Chauvel & Glatt, LLP is a prestigious law firm located at 66 Bovet Road in San Mateo, California, United States. With over 30 years of experience, we specialize in Business Law, Real Estate Law, Employment Law, Estate Planning/Probate, Transportation Law, and Intellectual Property Law. Our team of attorneys is fluent in English, Spanish, and Tagalog, serving clients throughout California. Our business attorneys provide comprehensive legal services for companies of all sizes, including entity formation, contract preparation, sales and acquisitions, and litigation representation. We also offer expert counsel on California labor laws and defend businesses in employment-related litigation.
Merritt Law
Merritt Law, located at 1900 South Norfolk Street in San Mateo, California, specializes in Estate Planning, Probate, and Trust Administration. As certified specialists in Estate Planning, Trust, and Probate Law by The State Bar of California, we are dedicated to helping our clients achieve their life goals and create effective solutions for financial security. Our services include setting up revocable living trusts, drafting wills, establishing powers of attorney, and guiding clients through the probate process. With our expertise in estate planning and tax law, we are committed to being a solid partner in realizing our clients' goals. As native Japanese speakers and bilingual in English, we are particularly interested in supporting the Asian community in California. Contact Merritt Law for all your estate planning needs.
Biddle Law | Alexander M. Biddle Esq.
Biddle Law, located at 1900 South Norfolk Street in San Mateo, California, is a trusted estate and probate law firm founded by attorney Alexander M. Biddle. With a focus on providing personalized and cost-effective legal services, Biddle Law aims to help clients in San Mateo County navigate complex estate planning matters with ease. As a dedicated and hard-working attorney, Alex Biddle is committed to offering top-notch customer service and building long-term relationships with his clients. Unlike other law firms that bill by the hour, Biddle Law primarily charges flat fees at competitive rates, ensuring transparency and certainty for clients. This approach allows clients to ask questions and seek guidance without worrying about additional costs.
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