TOP 10 Best Financial wellness in Fortuna, California

Edward Jones - Financial Advisor: Janelle J Swan Robinson, CRPC™ is a reputable finance institution located at 1143 Main Street in Fortuna, California, United States. Janelle J Swan Robinson, a Certified Retirement Planning Counselor, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized service and a commitment to client satisfaction, Edward Jones provides a trusted and reliable resource for all your financial needs. Whether you are planning for retirement, investing for the future, or managing your wealth, Janelle J Swan Robinson and the team at Edward Jones are dedicated to helping you make informed decisions and secure your financial future.

Coast Central Credit Union Fortuna, located at 1814 Main Street in Fortuna, California, is a trusted institution offering ATM and finance services to its members. The credit union prioritizes the safety and security of its members, warning against sharing sensitive information with anyone claiming to be from CCCU. Additionally, CCCU is currently accepting applications for college scholarships, demonstrating their commitment to supporting education in the community. At Coast Central, sustainability is a top priority, with recycling bins available for glass and plastic in break rooms, as well as paperless banking options like E-Statements and Online Banking. Members have praised the credit union for their excellent service, easy loan processes, and efficient online banking platform.

LPL Financial, located at 749 Newell Drive in Fortuna, California, is a comprehensive financial service firm dedicated to helping clients protect and enhance their assets. With a focus on proper stewardship, LPL Financial offers a range of services including securities and advisory services. Clients can access interesting calculators and videos on the institution's website, as well as market insights through the LPL Research Outlook 2024 report. As a registered investment advisor and member of FINRA/SIPC, clients can trust in the expertise and professionalism of LPL Financial.

Welcome to the Fortuna Finance Department, your trusted partner in accounting and financial services in the heart of Fortuna, California. Conveniently located at 621 11th Street, our office is dedicated to serving the financial needs of our local community with professionalism and integrity. As a key pillar of the local government, the Fortuna Finance Department is committed to ensuring transparency, accountability, and efficiency in managing public funds. Our team of experienced professionals provides a wide range of services, including budgeting, financial reporting, and tax assistance, to support the fiscal health of our community.

Welcome to the Wells Fargo ATM located at 701 South Fortuna Boulevard, Fortuna, California 95540. Conveniently positioned in the heart of Fortuna, our ATM provides easy access to a range of financial services to meet your banking needs. Whether you're a local resident or just passing through, you can rely on our ATM for quick and secure transactions, including cash withdrawals, balance inquiries, and more. As part of the trusted Wells Fargo network, we are committed to offering reliable and efficient service to help you manage your finances with ease. Visit us today for a seamless banking experience at one of the leading financial institutions in the United States.

Campton Heights Market is a versatile institution located at 2915 School Street in Fortuna, California. This establishment offers a range of services including an ATM, financial services, a variety of food options, and a well-stocked grocery and supermarket. Whether you need to grab a quick snack, do your weekly grocery shopping, or take care of your banking needs, Campton Heights Market has you covered. With its convenient location and wide range of offerings, this institution is a one-stop shop for all your daily needs.

Welcome to Senior Finance Group, your trusted Reverse Mortgage Advisors in Humboldt County, CA. Located at 3106 School Street, Fortuna, California, our woman-run business is led by Diana Fraga and Kathy Hall, who bring over 35 years of mortgage expertise to the table. We are deeply rooted in the community, with a keen understanding of the local housing market and the unique needs of our clients. At Senior Finance Group, we believe that your home is not just a place, but a collection of cherished memories and a testament to your life's journey. Our goal is to help you make the most of your home’s equity through a Reverse Mortgage, allowing you to enjoy the comfort of your home while securing your financial future. We pride ourselves on treating our clients like family, providing transparent, caring, and open dialogue throughout the process. Our professional advice is tailored to reassure and inform you about all available options, ensuring you make the best decision for your unique situation.

Welcome to Coast Central Credit Union in Crescent City, your trusted partner in finance and community development. Conveniently located at 660 L Street, Crescent City, California 95531, we are here to serve your financial needs with a range of services, including ATMs and comprehensive banking solutions. Under the leadership of President/CEO James T. Sessa, Coast Central Credit Union is dedicated to making a positive impact in our community. Our commitment extends beyond financial services; we actively support local initiatives and have recently approved $150,000 in scholarships for 25 exceptional students. We are also vigilant about the safety of our members, regularly issuing important updates and warnings to protect your financial well-being.

Welcome to Tri Counties Bank, your trusted financial partner located at 909 Main Street, Fortuna, California. We are proud to serve our community and are honored to be consistently recognized as a top choice by our valued customers. At Tri Counties Bank, we offer a range of financial services to help you achieve your goals. Whether you're looking to grow your business with a Business Line of Credit, take a well-deserved vacation, make home improvements, or cover educational expenses, we provide competitive rates and flexible options to meet your needs.

Welcome to Umpqua Bank, your trusted financial partner located at 1360 Main Street, Fortuna, California. As a leading bank in the community, we are committed to providing exceptional financial services tailored to meet your individual and business needs. Our friendly and knowledgeable staff are here to assist you with a wide range of services, including personal and business banking, loans, mortgages, and investment solutions. At Umpqua Bank, we believe in building lasting relationships with our clients and supporting the local community. Visit us today and discover a banking experience that puts you first. Your financial well-being is our priority.

Blue Shield of California is a leading insurance agency located at 534 12th Street in Fortuna, California. As a trusted provider of health insurance, Blue Shield of California offers a wide range of plans and coverage options to meet the diverse needs of individuals and families. With a commitment to quality care and customer service, Blue Shield of California strives to ensure that all members have access to affordable and comprehensive healthcare. Contact them today to learn more about their insurance options and how they can help protect your health and well-being.

US Bank Mortgage, located at 1101 L Street in Fortuna, California, is a leading institution in the mortgage industry. With a reputation for excellence, many customers have recommended us for their mortgage needs. Our services include a range of loan options to meet almost every mortgage need, including $0 down payment options for military members. At US Bank Mortgage, we understand that buying a home can be both exciting and stressful. That's why we offer tools and resources to help eliminate the stress of buying a house, so you can move forward with confidence. Our mortgage comparison tool makes it easy to understand the unique features and benefits of different types of mortgage loans.

Zachery Hugh - Thrivent is a finance institution located at 1543 Main Street, Fortuna, California, United States. They are licensed in multiple states including AZ, CA, ID, OR, and UT. Thrivent offers financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice and recommend consulting with a professional in those areas. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Their financial advisors are credentialed to provide investment advisory services and can be verified through FINRA's Broker Check. For more information on professional designations and requirements, visit their website.