Financial wellness in San Rafael, California
25 results found
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O'Donnell Financial Group
● OpenO'Donnell Financial Group, located at 1535 North Main Street in Walnut Creek, California, is a finance institution dedicated to helping individuals make sense of retirement and achieve their financial goals. With offices in the Bay Area and throughout California, including San Rafael, Walnut Creek, and San Jose, O'Donnell Financial Group offers comprehensive financial planning, investment advice, mortgage assistance, and insurance guidance. Their team of O'Donnell Financial Master Elite Advisors is ready to work with you to create a custom plan tailored to your needs. They offer a complimentary 90-minute consultation with no obligation, as well as a risk assessment test to ensure your investments are aligned with your unique risk score and retirement timeline.
1535 N Main St # 200, Walnut Creek, CA 94596, United States -
Polaris Greystone Financial Group, LLC
● ClosedLocated in San Rafael, California, Polaris Greystone Financial Group, LLC is a finance institution that offers a comprehensive suite of services for individuals and families with complex financial needs. As part of RWA Wealth Partners, they believe in the importance of enjoying life, pursuing goals, and experiencing well-being as the true symbols of wealth. With over 6,000 clients trusting them to build and preserve their wealth for generations, Polaris Greystone Financial Group provides institutional quality investment management, tax preparation, estate planning, and trust services all under one roof. They also offer personalized tax advice through RWA Tax Solutions, LLC, and legal services through their partnership with Hall & Diana LLC. With a focus on creating sustainable plans and mitigating risk, their experienced advisors can help clients navigate the complexities of managing and maximizing their wealth. Whether it's crafting a well-balanced portfolio, creating liquidity with stock grants, or introducing valuable business relationships, Polaris Greystone Financial Group aims to give clients the confidence to pursue their financial goals to the fullest. With a human-first approach to wealth management, they strive to bring clients and their families the financial future they aspire to.
824 E St, San Rafael, CA 94901, United States -
Lisa Elkins-Reuter - State Farm Insurance Agent
● ClosedLisa 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.
705 Mission Ave, San Rafael, CA 94901, United States -
Pak Mail
● ClosedPak 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.
454 Las Gallinas Ave, San Rafael, CA 94903, United States -
Meridian Commercial Property Management
● ClosedMeridian 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.
68 Mitchell Blvd, San Rafael, CA 94903, United States -
Centertown
● OpenCentertown Apartments, located at 855 C Street in San Rafael, California, offers 60 affordable one-, two-, and three-bedroom apartments in Marin County. This institution is equipped with energy-efficient appliances, a dishwasher, ceiling fan, window coverings, deck/patio in some units, community space, laundry facilities, elevators, children’s play area, courtyard, outdoor seating/BBQ area, and assigned covered garage parking. Professional on-site management ensures a well-maintained and welcoming environment for residents. Developed by BRIDGE and EAH, Centertown Apartments underwent a rehabilitation in summer 2023, which included upgrades such as exterior building envelope improvements, seismic upgrades, ADA upgrades, new community building, seating/BBQ area, entry access system, and energy-efficient lighting. The complex surrounds a landscaped garden deck designed over resident parking, creating a peaceful and inviting atmosphere for residents.
855 C St, San Rafael, CA 94901, United States -
Miguel Alfaro - State Farm Insurance Agent
● ClosedMiguel 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.
300 Washington St, Petaluma, CA 94952, United States -
Bal Claire - State Farm Insurance Agent
● ClosedBal 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.
25 Mitchell Blvd #4, San Rafael, CA 94903, United States -
Aflac
● OpenAflac 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.
San Rafael, CA 94901, United States -
Sonoma Fit
● OpenSonoma 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.
19310 Sonoma Hwy, Sonoma, CA 95476, United States -
Synergist Law, P.C.- Law Firm
● ClosedSynergist Law, P.C. is a premier law firm located at 1299 4th Street in San Rafael, California, specializing in personal injury cases involving catastrophic injuries. Our team of experienced lawyers represents clients not only in the San Francisco Bay Area, but also across the nation. We handle cases such as traumatic brain and spinal cord injuries, birth and neonatal injuries, failure to diagnose cases, product liability, medical malpractice, pharmaceutical drug injuries, catastrophic car or truck accidents, and wrongful death cases. When facing powerful corporations with well-funded defense teams, it is crucial to have legal expertise as well as the ability to work with experts on complex subjects. Synergist Law has the resources and targeted expertise in technical, medical, and financial issues to give our clients an edge in their cases. Our attorneys have received education and training from renowned institutions, allowing them to cross-examine opposing experts with unrivaled technical expertise.
1299 4th St Suite 301, San Rafael, CA 94901, United States -
Darren Reuter - State Farm Insurance Agent
● ClosedDarren Reuter - State Farm Insurance Agent is an insurance agency located at 705 Mission Avenue in San Rafael, California, United States. Darren Reuter offers customizable coverage plans to protect what matters most to you, whether it's your family, belongings, or financial well-being. With options such as safe driving rewards, bundling discounts, and various coverage choices, Darren Reuter can help you create a solution tailored to your needs. Specializing in auto insurance, State Farm offers a range of coverage options in San Rafael, CA, including collision, comprehensive, rental, and rideshare insurance. Customers can also save by combining auto and home policies. Darren Reuter can assist you in creating a Personal Price Plan for your auto insurance needs.
705 Mission Ave #1, San Rafael, CA 94901, United States -
Farmers Insurance - Daniel Martinez
● ClosedFarmers 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.
1601 Second St #102, San Rafael, CA 94901, United States -
David Roggenkamp
● OpenDavid Roggenkamp is a well-established finance institution located at 41 San Mateo Court in San Rafael, California, United States. With a focus on providing expert financial advice and services, the institution is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, the experienced team at David Roggenkamp is here to assist you every step of the way. Trustworthy and reliable, this institution is committed to delivering top-notch financial solutions tailored to meet your individual needs.
41 San Mateo Ct, San Rafael, CA 94903, United States -
CSM & M An Accountancy Corporation
● ClosedCSM & M An Accountancy Corporation is a well-established accounting and finance institution located at 899 Northgate Drive in San Rafael, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Whether you are an individual looking for personal financial advice or a business seeking expert accounting services, CSM & M An Accountancy Corporation is dedicated to providing top-notch solutions tailored to meet your specific needs. Their commitment to excellence and attention to detail make them a trusted partner for all your financial needs.
899 Northgate Dr, San Rafael, CA 94903, United States -
United States Postal Service
● ClosedThe United States Postal Service is a vital institution located at 603 Del Ganado Road in San Rafael, California. As a post office and finance hub, it serves the local community by providing essential mail and package delivery services, as well as offering a range of financial services. Whether you need to send a letter, purchase stamps, or conduct banking transactions, the United States Postal Service is here to help. With friendly staff and efficient operations, this institution is dedicated to serving the needs of residents and businesses in the area.
603 Del Ganado Rd, San Rafael, CA 94903, United States -
Loan Till Payday Online
● OpenLoan Till Payday Online is a finance institution located at 1317 Vía Sessi, San Rafael, California, United States. They offer a secure online form that takes just a few minutes to complete. It is important to note that individuals facing serious financial difficulties should explore other options or seek professional financial advice. By submitting information through their website, users consent to the use of Site Visit Recordation Technology. The institution is not a lender or agent of any lender, but rather connects individuals with financial service providers who may be able to assist with their financial needs. The services offered are administrative and free of charge, with lenders paying a fee to be connected to consumers. Users may also have the option of being connected to a tribal lending enterprise, which may have different rates and terms. By submitting information, users authorize a credit check and the sharing of information with lenders. Loans offered have an APR of 35.99% and below, with repayment plans ranging from 12 to 30 months. Lenders are required to disclose all fees and rate information, as well as terms for late payments or loan renewal. Loan terms are determined by the lender based on their internal policies and applicable law.
1317 Vía Sessi, San Rafael, CA 94901, United States -
Meadowlands Hall
● OpenMeadowlands Hall is an institution located at 145 Palm Avenue in San Rafael, California, United States. At Meadowlands Hall, students and their families can receive financial aid estimates to help with the FAFSA process. With a personalized approach to education, Meadowlands Hall offers 60 majors, minors, and concentrations, as well as real-world learning opportunities and support to help students achieve their goals. The institution also offers graduate and professional degrees for those looking to advance their careers. Integrative Coaches are available to support students in their personal and academic success. The institution aims to connect classroom, campus, and community to contribute to a just, equitable, and healthy world. Meadowlands Hall encourages students to complete their Signature Work, which is an original research, writing, or work of art that showcases their skills. The campus offers stunning views of the San Francisco Bay Area and numerous possibilities for students to explore. Meadowlands Hall is an accredited institution with multiple recognitions and awards for its excellence in education. Visitors can take a tour of the Northern California campus to see if Meadowlands Hall is the right fit for them. The institution is also home to a NCAA Division II school with 15 sports teams and recreational sports options. Alumni have gone on to have successful careers, such as Aisleen Renteria '21 who became an English teaching assistant in Spain. With fresh, locally sourced food at Caleruega Dining Hall and hiking trails surrounding the campus, Meadowlands Hall provides a vibrant and supportive environment for students to thrive.
145 Palm Ave, San Rafael, CA 94901, United States -
Josh Cooper CPA
● ClosedJosh Cooper CPA is a reputable accounting and finance institution located at 4040 Civic Center Drive in San Rafael, California, United States. At Tax Lovin', their team of professionals is dedicated to helping clients pay as little tax as possible while ensuring accuracy and compliance with financial regulations. They specialize in creating strategic tax plans that not only minimize tax liabilities but also meet the needs of other parties who may view your tax returns. By educating and empowering clients, Josh Cooper CPA aims to support individuals and businesses in achieving financial well-being. Clear and honest communication is key to their success, as they work closely with clients to develop personalized tax strategies that align with their goals and priorities. If you're looking to navigate the complex world of taxes with confidence, Josh Cooper CPA is the institution to turn to.
4040 Civic Center Dr # 200, San Rafael, CA 94903, United States -
Support Services For Elders
● ClosedSupport Services for Elders is a comprehensive institution located at 1005 A Street in San Rafael, California, United States. Specializing in both finance and health services for the elderly population, our dedicated team is committed to providing personalized assistance and support to help seniors navigate the challenges of aging. From financial planning and budgeting to healthcare coordination and wellness programs, we strive to empower elders to live fulfilling and independent lives. Contact us today to learn more about how we can support you or your loved ones in their golden years.
1005 A St #207, San Rafael, CA 94901, United States -
Caccamo & Grib
● OpenCaccamo & Grib is a well-established accounting and finance institution located at 68 Mitchell Boulevard in San Rafael, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial consulting. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you need help with managing your personal finances or navigating complex tax laws, Caccamo & Grib is here to help you achieve your financial goals.
68 Mitchell Blvd # 125, San Rafael, CA 94903, United States -
El Quetzal Income Tax Services
● OpenEl 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.
125 Larkspur St, San Rafael, CA 94901, United States -
Cohen Anderson CPAs
● ClosedCohen Anderson CPAs is a reputable accounting and finance institution located at 1116 Lincoln Avenue in San Rafael, California, United States. Specializing in serving nonprofit organizations, they understand the ongoing need for solid financial information. By providing well-prepared financial statements, they help agencies effectively manage their finances, target fundraising efforts, report accurately to funding sources, and ensure a clean audit at year-end. With their expertise, they can unravel any financial confusion and translate nonprofit operations into a clear financial format. Cohen Anderson CPAs is dedicated to providing efficient and cost-effective services to help nonprofits thrive.
1116 Lincoln Ave, San Rafael, CA 94901, United States -
G G Enterprises
● OpenG G Enterprises is a well-established accounting and finance institution located at 185 North Redwood Drive in San Rafael, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our expertise includes tax preparation, financial planning, bookkeeping, and more. We are dedicated to providing top-notch service and personalized solutions to help our clients achieve their financial goals. Visit us today to see how G G Enterprises can help you take control of your finances.
185 N Redwood Dr, San Rafael, CA 94903, United States -
Manly Hyundai
● ClosedWelcome to Manly Hyundai, your premier destination for all things Hyundai in Santa Rosa, CA. Conveniently located at 2755 Corby Ave, our dealership offers a comprehensive automotive experience, encompassing new, used, and certified pre-owned Hyundai vehicles, top-notch car repair and maintenance services, and flexible financing options tailored to your needs. At Manly Hyundai, we pride ourselves on our extensive inventory that caters to every preference and budget. Whether you're eyeing a stylish sedan like the Hyundai Sonata or Elantra, or a versatile SUV such as the Hyundai Tucson or Santa Fe, we have the perfect vehicle waiting for you. Our dedicated sales team, known for their professionalism and knowledge, is always ready to assist you in finding the right car to match your lifestyle and budget.
2755 Corby Ave, Santa Rosa, CA 95407, United States
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