Industry financial planning in Union City, California

Aerospace Federal Credit Union is a financial institution located at 2310 East El Segundo Boulevard in El Segundo, California. As a credit union, Aerospace Federal Credit Union offers a range of financial services including ATM access, loans, savings accounts, and more. Serving the aerospace industry and its employees, this institution provides personalized and member-focused financial solutions. With a commitment to excellent customer service and competitive rates, Aerospace Federal Credit Union is dedicated to helping its members achieve their financial goals.

Welcome to Allied Healthcare Credit Union, your trusted financial partner located at 3630 East Imperial Highway, Lynwood, California. We specialize in providing comprehensive financial services tailored to meet the unique needs of healthcare professionals and the local community. Our commitment is to empower our members with the tools and resources necessary to achieve financial well-being. At Allied Healthcare Credit Union, we offer a wide range of financial products, including savings and checking accounts, competitive loan options, and personalized financial advice. Our dedicated team is here to guide you through every step of your financial journey, providing personalized service that prioritizes your individual goals and circumstances.

Welcome to Allied Healthcare Credit Union, your trusted financial partner located in the heart of Long Beach, California. Situated at 4133 North Viking Way, our credit union is dedicated to serving the financial needs of the healthcare community and beyond. With a commitment to personalized service, we offer a comprehensive range of financial products and solutions tailored to help you achieve your financial goals. At Allied Healthcare Credit Union, we understand the unique challenges and opportunities faced by healthcare professionals and their families. Our services include competitive savings and checking accounts, low-interest loans, mortgage options, and retirement planning to ensure your financial well-being. Our knowledgeable team is here to provide expert guidance and support, helping you make informed decisions for a secure financial future.

Arrowhead Credit Union is a trusted financial institution located at 1580 Industrial Park Avenue in Redlands, California. As a credit union, we are dedicated to providing our members with personalized financial services and competitive rates. Our team of friendly professionals is committed to helping you achieve your financial goals and providing you with the tools you need to succeed. Whether you're looking for a savings account, a loan, or investment opportunities, Arrowhead Credit Union is here to help you every step of the way. Visit us today to experience the difference of banking with a credit union that puts its members first.

Welcome to American First Credit Union, proudly serving the community from our convenient location at 6011 Lincoln Avenue, Buena Park, California 90620. For 70 years, we have been dedicated to enhancing the financial well-being of our members and the community by offering competitive products and personalized service. As a trusted provider in the finance industry, we offer a wide range of financial solutions tailored to meet your needs. Whether you're looking to open a personal or business account, we have options designed just for you. Our commitment to accessibility means you can find us at four branches across Orange, Riverside, and San Bernardino counties, in addition to benefiting from over 5,000 shared branches and 30,000 ATMs nationwide.

The Directors Guild of America - Producer Pension and Health Plans is an insurance agency located at 5055 Wilshire Boulevard in Los Angeles, California. This institution provides pension and health plans specifically tailored for directors and producers in the entertainment industry. With a focus on ensuring the well-being and financial security of its members, the Directors Guild of America - Producer Pension and Health Plans offers comprehensive coverage and support for those working in the film and television industry.

SkyOne Federal Credit Union is a trusted financial institution located at 14600 Aviation Boulevard in Hawthorne, California. As a member-owned credit union, SkyOne offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a focus on providing personalized service and competitive rates, SkyOne is committed to helping members build a strong financial foundation. Whether you're looking for a savings account, a loan, or assistance with financial planning, SkyOne Federal Credit Union is here to help you reach new heights.

Technology Credit Union, located at 6601 Dublin Boulevard in Dublin, California, is a finance institution offering a variety of services to meet your financial needs. With a competitive 4.50% APY on short-term certificates and easy access to your money, Tech CU makes managing your finances simple and convenient. Whether you're looking for low or no fee checking and savings accounts, adjustable-rate mortgages, or virtual meetings with a Tech CU Banker, we have something for everyone. Rest assured that your funds are federally insured by NCUA and protected by multiple security layers. Joining Tech CU means joining a credit union that prioritizes its members' needs, with profits returned in the form of lower loan rates, outstanding service, and great member benefits. Plus, with a 5-star rating from Bauer Financial in 2023, you can trust in Tech CU's strong financial position. Visit us today to see how we can help you achieve your financial goals.

Union Yes Federal Credit Union is a trusted financial institution located at 1918 West Chapman Avenue in Orange, California. As a credit union, we offer a wide range of financial services to our members, including savings accounts, loans, and credit cards. Our convenient ATM services make it easy for members to access their funds anytime, anywhere. With a commitment to providing excellent customer service and competitive rates, Union Yes Federal Credit Union is here to help our members achieve their financial goals.

Fortune Union Corporation is a dynamic and innovative institution located at 2901 Moorpark Avenue in San Jose, California. As a leading player in the financial industry, we specialize in providing a wide range of services including investment management, wealth planning, and financial advisory. With a team of experienced professionals, we strive to help our clients achieve their financial goals and secure their financial future. Our commitment to excellence and personalized service sets us apart from the competition. Visit us today and let us help you navigate the complexities of the financial world.

Pacific Union College Admissions & Enrollment Services, located at 1 Angwin Avenue in Angwin, California, is dedicated to helping students discover their calling and God's plan for their lives. With a commitment to working with students and families to make PUC possible, the institution offers tools to find the right place and begin a successful future. Students can receive step-by-step admission instructions, learn about class transfers, available scholarships, and receive a degree audit. At PUC, students are encouraged to be actively engaged in making a positive impact on the world, whether through service missions, community outreach, or advocacy.

Merrill Lynch Financial Advisor Sameera Gupta is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Sameera Gupta has over 20 years of experience in the Financial Services industry, working with global organizations such as Wachovia/Wells Fargo, Visa Inc., and Western Union. She specializes in helping clients achieve their financial goals and simplifying the complexities of their financial lives. Sameera has a deep understanding of global financial and banking products due to her experience living and working on four different continents. She serves individuals, small businesses, and senior corporate executives with unique and complex financial situations. Sameera supports various NGOs and is actively involved in charitable organizations such as Minds Matter. She is fluent in Hindi and resides in Los Altos with her family. Sameera offers personalized wealth management services through Merrill Personal Wealth Analysis™, focusing on building strong client relationships based on trust and personalized service. Whether you are planning for retirement, funding your children's education, or passing your wealth to future generations, Sameera works with you to develop a customized approach to help you achieve your financial goals. She believes in simplifying the complexities of investing and providing transparency to help you reach your goals. Sameera is committed to helping you navigate the financial and economic landscapes to pursue your goals.

Union Capital Associates is a reputable finance institution located at 915 West 10th Street in Santa Ana, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust Union Capital Associates to help you achieve your financial goals and secure your financial future.

Northwest Financial Group is a reputable finance institution located at 5241 East Santa Ana Canyon Road in Anaheim, California. With a strong presence in the financial industry, Northwest Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Northwest Financial Group are dedicated to providing personalized solutions tailored to your specific needs. Trust Northwest Financial Group to help you navigate the complexities of the financial world and secure your financial future.

Rexie Tagayuna - State Farm Insurance Agent is an insurance agency located at 2140 Peralta Boulevard in Fremont, California, United States. The institution specializes in providing auto, home, life, and health insurance coverage to residents of Fremont, Newark, Union City, Hayward, and the surrounding East Bay area. With a combined 46 years of experience in the insurance industry, the team at Rexie Tagayuna - State Farm Insurance Agent is dedicated to providing exceptional service and ensuring that customers are properly insured. They are fluent in both Ilocano and Tagalog, and are committed to educating and assisting customers in understanding their insurance policies. As a small business owner in Fremont, Rexie Tagayuna takes pride in serving as a local insurance resource and values the opportunity to cater to the insurance and financial needs of the community. The team at Rexie Tagayuna - State Farm Insurance Agent is passionate about helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. They offer a range of insurance products, including life insurance, home insurance, auto insurance, and pet insurance.

Farmers Insurance - Desiree Ortega is a local insurance agency located at 2940 Union Avenue in San Jose, California. As your Farmers Insurance agent, Desiree Ortega is dedicated to providing personalized solutions tailored to fit your needs. With over 11 years of experience in the insurance industry, Desiree can help you navigate the unique challenges of the California market. The McKenna Ortega Insurance Agency, a 4th generation Farmers Insurance Agency, treats clients like family and has been serving customers for over 50 years. Desiree Ortega offers a range of insurance options including auto, home, umbrella, commercial, and life insurance. By getting to know each client individually, Desiree is able to create customized plans that address specific needs and priorities. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Desiree can help you find the right insurance policy within your budget.

Schwartz & Schwartz is a leading accounting and finance institution located at 591 Camino De La Reina in San Diego, California, United States. With a people-first philosophy and modern technologies, we offer a wide range of services including bookkeeping, tax preparation, payroll, HR, 401(k) management, and AI consulting for small businesses. Our deep understanding of the community and decades of local tax preparation experience make us a trusted partner in helping businesses achieve success. As a two-generation strong institution, we pride ourselves on our client testimonials and recognition as one of the best accounting firms in San Diego by the Union-Tribune Reader's poll. Our customized strategies and partner-level attention to detail set us apart in the industry. From essential services to data-driven dashboards, we have a program for every business.

Welcome to the Novak-Schultz Real Estate Group-COMPASS, your premier real estate agency located in the heart of Hermosa Beach, California. Situated at 1221 Hermosa Avenue, we proudly serve the vibrant community of Hermosa Beach and its surrounding areas with dedication and expertise in the real estate and finance sectors. Our team is committed to providing exceptional service and personalized attention to each of our clients. Whether you are buying, selling, or investing in property, our experienced professionals are here to guide you every step of the way. We leverage our extensive knowledge of the local market and our affiliation with leading real estate professionals, courtesy of renowned firms such as Sotheby's International Realty, Integrity Realtors Inc., and eXp Realty of Greater Los Angeles, among others.

Welcome to Pennymac, your trusted partner for financial solutions located at 6101 Condor Drive, Moorpark, California. As a leading name in the finance industry, Pennymac is dedicated to helping you unlock the potential of your home equity. Whether you need to consolidate debt, renovate your home, or cover unexpected expenses, our Home Equity Loans and Cash-Out Refinance options offer the flexibility you need. Connect with top real estate agents nationwide and earn between $350 and $9,500 when you buy or sell a home through our unique partnership. Protect yourself from interest rate hikes by locking in your rate before you find your new home, with the option to update to a lower rate if market conditions improve.

Welcome to Tri Counties Bank, your trusted financial partner located at 1640 Central Avenue, McKinleyville, California. We are proud to be recognized as the top choice in the communities we serve, thanks to our loyal customers who continue to support us. At Tri Counties Bank, we offer a range of financial services designed to meet your needs. Whether you're looking to grow your business with a competitive Business Line of Credit or planning a long summer vacation, we have the solutions for you. Utilize the equity in your home for home improvements, education expenses, and more with our flexible financing options.

Brian Takemoto - State Farm Insurance Agent is an insurance agency located at 1515 South El Camino Real in San Mateo, California. Situated on the 2nd floor of the San Mateo Credit Union building, just north of Safeway, this agency offers a range of insurance services including car, home, umbrella, business, and life insurance in California. Their experienced and licensed team members are dedicated to helping clients select the right policies and coverage limits to suit their individual needs. Marina, with over 47 years of insurance industry experience, oversees Commercial Auto and quality control, ensuring top-notch service for customers in the San Mateo office. Sherri focuses on Multi-Line discounts, Personal Liability, and Life Insurance, with over 27 years of experience working with local Agents in the Bay Area. Kalie, a San Mateo native attending college, is licensed in both Property & Casualty and Life & Health, providing excellent service with a smile.

United American Insurance Co, located at 9590 Chesapeake Drive, San Diego, California, is a reputable insurance agency specializing in Medicare Supplement insurance. With over 50 years of experience in the industry, United American has been a market leader in providing insurance to employer and union group sponsors. Thousands of independent agents have found success selling their life, health, and Medicare Supplement policies. United American is known for its superior customer service, providing policyholders with the freedom to choose their trusted doctors and hospitals. The company is committed to education, service, and support when it comes to your health. Their knowledgeable and licensed agents are available to assist you with any questions or concerns.

LA Healthcare FCU is a trusted financial institution located at 1245 Wilshire Boulevard in Los Angeles, California. As a credit union, we offer a range of financial services including ATM access for convenient cash withdrawals and deposits. Our dedicated team is committed to providing top-notch financial solutions to healthcare professionals and their families. Join us today and experience the difference of personalized service and competitive rates at LA Healthcare FCU.

Yosemite Farm Credit's Administrative Office, located at 806 West Monte Vista Avenue in Turlock, California, is a trusted financial institution serving the agriculture community in the United States. Our dedicated team of professionals is committed to providing personalized financial solutions to help farmers and ranchers achieve their goals. With a focus on agricultural lending, we offer a range of financial products and services tailored to meet the unique needs of our customers. Visit us today to learn more about how Yosemite Farm Credit can help you succeed in the agricultural industry.

Welcome to Los Angeles County Fire Department Station 35, located at 13717 Artesia Boulevard in Cerritos, California. As a part of the esteemed Los Angeles County Fire Department, Station 35 is dedicated to providing exceptional fire and emergency services to our community. Our firefighters are recognized internationally for their expertise and commitment to excellence, maintaining a reputation as some of the best in the world. At Station 35, we are committed to fostering a safe and informed community. We offer educational programs that introduce the youth of Los Angeles County to the field of fire and emergency medical services, emphasizing community service and civic involvement. Our team is passionate about mentoring and guiding individuals who are interested in pursuing a career in fire services.

Northpoint Apartments, located at 2145 Stony Point Road in Santa Rosa, California, offers affordable one-, two-, and three-bedroom apartments with a range of amenities. The apartments feature wall-to-wall carpeting, all-electric kitchens, dishwashers, air-conditioning, ceiling fans, and deck/patio areas. The community also includes a room with a kitchen, laundry facilities, a children's play area, and assigned surface parking. Professional on-site management ensures a comfortable living experience for residents. This development was made possible through a partnership between BRIDGE and the City of Santa Rosa, with 6.16 acres of surplus industrial lands being transformed into high-density multifamily housing. The design and circulation patterns were carefully planned to benefit both residential and commercial tenants within the Northpoint Business Park. Financial partners include Westamerica Bank, Bank of Lake County, Union Bank of California, Santa Rosa Housing Authority, and Federal Home Loan Bank.

Yosemite Farm Credit-Los Banos is a finance institution located at 530 Washington Avenue in Los Banos, California, United States. Specializing in agricultural lending, Yosemite Farm Credit-Los Banos provides financial services and support to farmers and ranchers in the region. With a focus on helping agricultural businesses thrive, they offer a range of loan options and financial solutions tailored to the specific needs of their clients. With a commitment to exceptional customer service and expertise in the agricultural industry, Yosemite Farm Credit-Los Banos is a trusted partner for farmers looking to grow and succeed.

AgWest Farm Credit is a leading financial institution located in Ventura, California. As a trusted bank and finance provider, we specialize in offering tailored financial solutions to farmers and agricultural businesses in the area. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and grow their operations. Whether you need a loan for equipment, land, or operating expenses, AgWest Farm Credit is here to support you every step of the way. Visit us at 2031 Knoll Drive to learn more about our services and how we can help you succeed in the agricultural industry.

O'Rourke & Associates is a leading institution located at 395 Oyster Point Boulevard in South San Francisco, California, United States. Specializing in providing comprehensive, customized solutions for credit unions, O'Rourke & Associates focuses on putting people at the forefront of everything they do. Through a lens of inclusivity, they offer recruiting services to attract diverse, qualified talent, consulting to develop systems that advance people, and planning to keep talent engaged and rewarded. The team at O'Rourke & Associates leverages passion, dedication, and expertise to build a more inclusive credit union system, helping businesses confidently move forward. With glowing testimonials from satisfied clients, O'Rourke & Associates is known for delivering high-quality executive search services, leadership development, and employee engagement solutions.

Compass Consulting is a consulting company located at 1700 Aviara Parkway in Carlsbad, California. Specializing in providing financial advice platforms for banks and credit unions, Compass Consulting utilizes decades of industry experience to help institutions increase profitability, improve client/member retention and satisfaction, enhance overall client/member experience, boost employee retention and satisfaction, and improve performance and collaboration across lines of business. With a focus on leveling the playing field for regional banks and credit unions to excel in wealth management and financial planning, Compass Consulting's team of experts deliver strategies, assist in implementing solutions, and ensure exceptional results. In a changing wealth management landscape where regional banks and credit unions have seen significant growth, Compass Consulting helps institutions capitalize on their competitive advantages over larger banks and firms.