Investment options in San Francisco, California
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Easy Finance
● OpenEasy Finance is a trusted financial institution located at 3450 Sacramento Street in San Francisco, California. Our dedicated team of professionals is committed to providing top-notch financial services and insurance solutions to meet the unique needs of our clients. Whether you are looking for assistance with personal loans, investment options, or insurance coverage, Easy Finance is here to help. With a focus on convenience and customer satisfaction, we strive to make managing your finances easy and stress-free. Visit us today to see how we can assist you in achieving your financial goals.
3450 Sacramento St #142, San Francisco, CA 94118, United States -
Patelco Credit Union
● ClosedPatelco Credit Union is a trusted financial institution located at 124 2nd Street in the vibrant city of San Francisco, California. As a member-owned credit union, Patelco offers a wide range of banking and financial services to meet the needs of individuals and businesses alike. With a commitment to providing personalized service and competitive rates, Patelco Credit Union is dedicated to helping its members achieve their financial goals. Whether you are looking for a checking account, savings account, loans, or investment options, Patelco Credit Union has you covered. Visit us today to experience the difference of banking with a credit union that puts its members first.
124 2nd St, San Francisco, CA 94105, United States -
SoFi
● ClosedSoFi is a leading financial institution located at 234 1st Street in San Francisco, California. Specializing in personal finance, student loan refinancing, mortgages, and investment services, SoFi offers innovative solutions to help individuals achieve their financial goals. With a commitment to providing competitive rates and excellent customer service, SoFi is dedicated to empowering its members to take control of their finances and secure a brighter financial future.
234 1st St, San Francisco, CA 94105, United States -
Plum Lending
● ClosedPlum Lending, located at 445 Bush Street in San Francisco, California, is a modern real estate agency that is revolutionizing commercial real estate lending. They offer proprietary data-driven insights, expertise in commercial real estate, and a range of capital options for property owners nationwide. Plum helps owners buy, refinance, and make better investment decisions by providing informed loan options through a combination of data science and expertise. Their team of specialists, with backgrounds in top financial services companies, have closed thousands of CRE financing transactions. With a focus on honesty, reliability, and quick turnaround times, Plum aims to provide the best lending experience for their clients. From loan exploration tools to loan origination and closing, Plum is dedicated to helping commercial property owners navigate the lending process efficiently. The team at Plum includes industry experts like Chief Funding Officer Kevin Miller, who brings extensive experience in CRE credit and underwriting. With a strong focus on client development, marketing, and strategic vision, Plum Lending is committed to providing commercial property owners with innovative lending solutions and exceptional service.
445 Bush St # 500, San Francisco, CA 94108, United States -
Redwood Credit Union
● ClosedRedwood Credit Union, located at 1390 Market Street in San Francisco, California, is a trusted institution offering a range of financial services including banking, ATM services, and finance options. Many local businesses choose to bank with us for our personalized service and commitment to the community. Our friendly staff is dedicated to helping our members achieve their financial goals and dreams. Whether you need to withdraw cash, deposit funds, make loan payments, or notarize documents, we are here to assist you. You can also schedule appointments for investment, insurance, or auto services. With access to a wide network of free ATMs, including our own RCU ATMs, you can easily manage your finances. If you have a PPP loan, we can help you navigate the forgiveness process and understand the recent changes in deferment periods. Please note that we do not endorse or guarantee products or information provided by third-party vendors or linked sites. Contact us at 1 (800) 479-7928 or visit our San Francisco branch for personalized financial assistance.
1390 Market St, San Francisco, CA 94102, United States -
Kiavi
● OpenKiavi is a finance institution located at 575 Market Street, San Francisco, California, United States. We specialize in providing short-term financing for real estate investors looking to purchase and rehab investment properties. Our technology-driven platform offers high leverage, competitive terms, and fast closings, making it easier for investors to access the capital they need. Whether you're looking to build your next investment property, maximize rental income, or consolidate multiple properties under one loan, Kiavi has flexible and streamlined financing options to help you grow your real estate business. We also offer special leverage options for fix and flip projects, with high leverage up to 95% LTC / 80% ARV.
575 Market St #1600, San Francisco, CA 94105, United States -
Cournale & Co.
● ClosedCournale & Co. is a renowned finance institution located at 4630 Geary Boulevard in San Francisco, California. With a strong reputation for providing top-notch financial services, Cournale & Co. offers a wide range of investment options, wealth management services, and financial planning solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and expert advice to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Cournale & Co. is committed to helping you succeed.
4630 Geary Blvd Suite 200, San Francisco, CA 94118, United States -
Wells Fargo Bank
● ClosedWells Fargo Bank is a renowned financial institution located at 10 Chestnut Avenue in South San Francisco, California, United States. It offers a wide range of banking services including savings accounts, checking accounts, loans, mortgages, and investment options. With its convenient location and reliable customer service, Wells Fargo Bank is a trusted choice for all your financial needs. Additionally, the institution also provides ATM services for quick and easy access to your funds.
10 Chestnut Ave, South San Francisco, CA 94080, United States -
First Republic Bank
● ClosedFirst Republic Bank, located at 279 West Portal Avenue in San Francisco, California, is a premier financial institution offering a wide range of banking and investment services. With a focus on customization and exceptional service, First Republic Bank is committed to meeting the individual needs of each client. Deposit products and services are provided by JPMorgan Chase Bank, N.A., ensuring security and peace of mind for customers. Investment options are available through J.P. Morgan Wealth Management, with a range of products and services to help clients achieve their financial goals. Trust and fiduciary services are also offered through JPMorgan Chase Bank, N.A., providing additional support and expertise. Insurance products are available through Chase Insurance Agency, Inc., offering comprehensive coverage for clients. As a trusted and reliable financial institution, First Republic Bank is dedicated to helping clients navigate the complexities of the financial world with confidence and ease.
279 W Portal Ave, San Francisco, CA 94127, United States -
The Postal Chase
● ClosedThe Postal Chase is a unique institution located at 912 Cole Street in San Francisco, California. As a finance and store hybrid, it offers a wide range of services to meet the diverse needs of its customers. From banking and investment options to retail products and services, The Postal Chase is your one-stop shop for all things financial and shopping-related. Conveniently situated in the bustling city of San Francisco, this institution provides a convenient and reliable option for individuals looking to manage their finances and make purchases in one convenient location.
912 Cole St, San Francisco, CA 94117, United States -
Jing Lee - State Farm Insurance Agent
● ClosedJing Lee - State Farm Insurance Agent is a trusted insurance agency located at 4444 Geary Boulevard in San Francisco, California. With a strong presence in the Richmond District, San Francisco, Jing Lee is dedicated to providing comprehensive insurance solutions to meet the needs of their clients. As a licensed agent and a member of the SF Commission on the Status of Women, Jing Lee offers expert advice on various insurance matters, including passenger safety for young drivers, rural road driving precautions, and special needs guardianships.
4444 Geary Blvd #300, San Francisco, CA 94118, United States -
Farmers Insurance - Christopher DiGiacomo
● ClosedFarmers Insurance - Christopher DiGiacomo is an insurance agency located at 2379 Ocean Avenue, San Francisco, California, United States. As your local Farmers® agent in San Francisco, CA, Christopher DiGiacomo is dedicated to educating customers on their insurance needs. With a personalized and straightforward approach, Christopher helps make customers smarter about insurance. With a lifelong residency in San Francisco, Christopher has the knowledge and experience to help customers understand their coverage options, including auto, home, renters, business insurance, flood, earthquake, and more. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Christopher can help you select the right insurance coverage for your needs and budget. With over 80 years of experience, Farmers® has been providing insurance products to protect homes, possessions, and businesses. Christopher offers competitive rates and multi-line insurance discounts. Whether you need home insurance, life insurance, renters insurance, business insurance, or condo insurance, Christopher can help customize an insurance package to reduce risk and protect investments.
2379 Ocean Ave, San Francisco, CA 94127, United States -
Farmers Insurance - Sarjit Singh
● ClosedFarmers Insurance - Sarjit Singh is an insurance agency located at 456 San Mateo Avenue, San Bruno, California, United States. As a resident of California for over 25 years, Sarjit Singh is proud to serve the San Francisco Bay Area as a local Farmers® agent. Situated near Bridgepoint Shopping Center in the Chess Area of Foster City, the agency focuses on providing exceptional customer service and ensuring that each client is well-informed about their coverage options tailored to their specific needs. With over a decade of experience in the insurance industry, Sarjit Singh has the knowledge and expertise to help clients understand their coverage options, whether it's for business, life, auto, home, umbrella, or specialty insurance. Clients can reach out to Sarjit Singh for assistance with comprehensive coverage, collision coverage, deductibles, medical payments, and more. The agency offers online quotes for auto insurance and various discounts to help clients save money. For homeowners, Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts to protect homes in the event of disasters.
456 San Mateo Ave Ste 12, San Bruno, CA 94066, United States -
Farmers Insurance - Stella Kwok
● ClosedFarmers Insurance - Stella Kwok is a local insurance agency located at 4959 Mission Street in San Francisco, California. With over 20 years of experience in the insurance industry, Stella Kwok is dedicated to providing outstanding customer service and ensuring that each client is well-informed about their coverage options. Whether you need auto, home, renters, life, commercial, or other types of insurance, Stella can help you navigate the complexities of selecting the right coverage for your needs and budget. If you're looking for comprehensive car insurance or protection for your home, Farmers Insurance has been a trusted provider for over 80 years. Stella can help you find competitive rates and discounts to save you money on your insurance policies. Additionally, she can assist you in reviewing your life insurance policy to ensure that your loved ones are financially supported in the event of unforeseen circumstances.
4959 Mission St, San Francisco, CA 94112, United States -
Farmers Insurance - Billy Huang
● ClosedFarmers Insurance - Billy Huang is a local insurance agency located at 475 El Camino Real, Millbrae, California, United States. As your Farmers agent in San Francisco, California, Billy Huang helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Billy has the knowledge and experience to help you understand your coverage options. By offering personalized and straightforward service, Billy aims to make you smarter about insurance. Billy Huang can assist you with comprehensive coverage, collision coverage, deductibles, medical payments, and more. He can help take the mystery out of selecting the right car insurance coverage for your needs and budget. Additionally, Farmers Insurance has been providing insurance products for over 80 years, ensuring that your home is protected in the event of a disaster.
475 El Camino Real # 408, Millbrae, CA 94030, United States -
Jerry Tench - State Farm Insurance Agent
● ClosedWelcome to Jerry Tench - State Farm Insurance Agent located at 1405 Huntington Avenue, South San Francisco, California, United States. With over 50 years of experience in the industry, Jerry Tench brings a wealth of knowledge to help you find the perfect insurance option for your needs. Throughout his career, Jerry has achieved numerous accolades, including being a Silver Scroll Qualifier, a Millionaire Club Qualifier, and a recipient of the National Quality Award. He has also been honored with nine life travel awards, demonstrating his commitment to providing exceptional service to his customers.
1405 Huntington Ave #100, South San Francisco, CA 94080, United States -
Farmers Insurance - Peter Chen
● ClosedFarmers Insurance - Peter Chen is a local insurance agency located at 2505 Clement Street, San Francisco, California. With over a decade of experience, Peter Chen serves as a personal insurance agent for all insurance needs including auto, home, business, workers' compensation, and life insurance policies. He is dedicated to finding the best coverage options tailored to each client's current situation. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Peter Chen can help you navigate the complexities of selecting the right car insurance coverage. He also offers competitive rates and insurance discounts to help you save money.
2505 Clement St, San Francisco, CA 94121, United States -
Farmers Insurance - Tamara Sverdlova
● ClosedFarmers Insurance - Tamara Sverdlova is a local insurance agency located at 5616 Geary Boulevard in San Francisco, California. As a Farmers agent, Tamara Sverdlova 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 offers comprehensive coverage options and competitive rates with multi-line insurance discounts. Tamara Sverdlova can also assist with life insurance, renters insurance, condo insurance, and personal umbrella insurance policies. Additionally, she can help small business owners customize their business insurance package to reduce risk and protect their investment. To learn more about building a solid financial plan for the future, schedule an appointment with Tamara Sverdlova at Farmers Insurance - Tamara Sverdlova.
5616 Geary Blvd Ste 207a, San Francisco, CA 94121, United States -
Farmers Insurance - Gadner Navarro
● ClosedFarmers Insurance - Gadner Navarro is an insurance agency located at 4201 Mission Street in San Francisco, California. As a local Farmers® agent, Gadner Navarro helps customers find the insurance coverage that best suits their needs, whether it's for auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers Insurance provides comprehensive coverage options and competitive rates with multi-line insurance discounts. Gadner Navarro can also assist with life insurance, renters insurance, condo insurance, and personal umbrella insurance policies. Additionally, Farmers Financial Solutions, LLC offers investment services to help clients build a solid financial plan for the future. For more information or to get a quote, contact Farmers Insurance - Gadner Navarro today.
4201 Mission St, San Francisco, CA 94112, United States -
Farmers Insurance - Lawrence Di Giacomo
● ClosedFarmers Insurance - Lawrence Di Giacomo is an insurance agency located at 2379 Ocean Avenue in San Francisco, California. With over 40 years of experience in the insurance industry, Lawrence Di Giacomo is proud to serve the local community and provide outstanding customer service. Whether you need coverage for your auto, home, renters, life, commercial property, or more, Lawrence can help you navigate the options to find the best policy to suit your specific needs. As a Farmers Insurance agent, Lawrence can help you understand the complexities of insurance coverage, such as comprehensive coverage, deductibles, and more. He can provide you with a personalized quote for auto insurance, home insurance, renters insurance, and more.
2379 Ocean Ave, San Francisco, CA 94127, United States -
Northwestern Mutual Life Insurance: James M Barnes
● OpenNorthwestern Mutual Life Insurance: James M Barnes, located at 111 Sutter Street, San Francisco, California, United States, is a finance and insurance agency dedicated to helping individuals protect their families and achieve their financial goals. Our team of financial advisors offers personalized plans that balance current and future priorities, providing a wide range of financial options such as investments and insurance tailored to individual goals. With top financial strength ratings and recognition for best customer experience, our advisors guide clients through life events and help them plan for the future with confidence. By combining growth and protection strategies, we help clients make the most of their financial resources and live the life they've always wanted. Through a commitment to diversity and inclusion, we strive to create a culture of respect and support for our employees, advisors, clients, and communities. Connect with an advisor today to start planning for a secure and fulfilling financial future with Northwestern Mutual Life Insurance: James M Barnes.
111 Sutter St, San Francisco, CA 94104, United States -
Farmers Insurance - Daniel Onyike
● ClosedFarmers Insurance - Daniel Onyike is a local insurance agency located at 1485 Bayshore Boulevard in San Francisco, California. As an experienced Farmers® agent, Daniel Onyike helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. The agency also offers mutual funds, variable annuities, life insurance products, business insurance, workers' compensation policies, retirement programs, and Roth IRAs. With over 80 years of experience, Farmers Insurance provides comprehensive coverage for your car, home, and life. They offer competitive rates with multi-line insurance discounts to help you save money. Additionally, Farmers Insurance can help you customize a business insurance package to reduce your risk and protect your investment.
1485 Bayshore Blvd Ste 391, San Francisco, CA 94124, United States -
Nationwide Insurance: Anita Daisy Lo Agency
● ClosedWelcome to Nationwide Insurance: Anita Daisy Lo Agency, located at 6037 Geary Boulevard in San Francisco, California. Our agency is dedicated to providing reliable auto, commercial, farm, financial, home, powersports, and human services insurance coverage. Whether you need to protect your vehicle, business, or home, we have the insurance solutions to meet your needs. At Anita Daisy Lo Agency, we prioritize communication with our clients to ensure they understand their coverage options. Our agents are here to help you navigate the complexities of insurance and create a personalized plan that addresses your specific needs. From basic liability insurance to comprehensive coverage, we work with Nationwide to offer policies that give you peace of mind.
6037 Geary Blvd, San Francisco, CA 94121, United States -
Debra O'Farrell - State Farm Insurance Agent
● ClosedDebra O'Farrell - State Farm Insurance Agent is a trusted insurance agency located at 870 Market Street in San Francisco, California. They offer customizable coverage plans to help protect what matters most to you, whether it's your family, belongings, or financial security. With options such as safe driving rewards, bundling discounts, and more, Debra O'Farrell can tailor a solution to meet your specific needs. Specializing in auto insurance, Debra O'Farrell can help you find the right coverage for your vehicle, whether you need collision, comprehensive, rental, or rideshare insurance. They also offer insurance options for recreational vehicles, homeowners, renters, and personal property. With State Farm being the largest auto insurance provider in the U.S., you can trust that you're in good hands.
870 Market St Ste 865, San Francisco, CA 94102, United States -
Farmers Insurance - Li Wang
● ClosedFarmers Insurance - Li Wang is a reputable insurance agency located at 2390 20th Avenue, San Francisco, California, United States. As a local Farmers® agent in San Francisco, Li Wang helps customers identify the insurance coverage that best fits their needs. Li Wang offers personalized assistance to make customers smarter about insurance, whether it's for auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers Insurance provides comprehensive coverage options for various needs and budgets. Customers can receive online quotes for auto insurance, home insurance, renters insurance, life insurance, condo insurance, and business insurance. Li Wang also offers financial planning services to help customers secure a stable future. Additionally, customers can inquire about personal umbrella insurance for added protection.
2390 20th Ave #210, San Francisco, CA 94116, United States -
Farmers Insurance - Clysly Desales
● ClosedFarmers Insurance - Clysly Desales is an insurance agency located at 550 Washington Street, Daly City, California, United States. As a local Farmers® agent in the San Francisco Bay Area, California, Clysly Desales helps customers identify the insurance coverage that best fits their needs. Services provided include auto, home, renters, commercial, work comp, and life insurance for businesses and families. Clysly Desales can help you better understand your coverage options and offers personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, the team at Farmers Insurance - Clysly Desales is ready to assist you. Customers can also get online quotes for auto, home, renters, and business insurance, and learn about insurance discounts to save money. Additionally, Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts for home and condo insurance. For those looking to protect their personal belongings, renters insurance is also available. Business owners can benefit from customized insurance packages to reduce risk and protect their investments. Life insurance policies can be reviewed and adjusted based on changes in life circumstances. For added protection, a Personal Umbrella insurance policy can provide coverage above and beyond the liability limits of auto or home insurance policies. To discuss financial planning and reach your goals, customers can schedule an appointment with Farmers Insurance - Clysly Desales. The institution is affiliated with various insurers, including Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company, among others. Securities are offered through Farmers Financial Solutions, LLC, with each insurer having sole financial responsibility for its own insurance. For more information and to explore available products and discounts, customers can contact Farmers Insurance - Clysly Desales.
550 Washington St Ste 109, Daly City, CA 94015, United States -
Farmers Insurance - Jerry Wu
● ClosedFarmers Insurance - Jerry Wu is a local insurance agency located at 318 Westlake Center in Daly City, California. Since 2001, Jerry Wu has been helping customers in San Francisco and Daly City identify the insurance coverage that best fits their needs. Fluent in English, Cantonese, and Mandarin, Jerry Wu offers personalized service to make sure you understand your coverage options for auto, home, renters, business insurance, and more. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Jerry Wu can help you navigate the complexities of insurance to find the right policy for your budget. With over 80 years of experience, Farmers Insurance provides reliable coverage for your home, offering protection in the event of a disaster like a fire. Competitive rates and multi-line insurance discounts make it easy to get a quote for home insurance. Life insurance policies can also be reviewed and customized to provide financial support for your loved ones.
318 Westlake Center Suite 217, Daly City, CA 94015, United States -
Farmers Insurance - Eric Liu
● ClosedFarmers Insurance - Eric Liu is a reputable insurance agency located at 3410 Geary Boulevard, San Francisco, California, United States. With over 41 years of experience in the insurance industry, Eric Liu takes pride in serving the local community and providing excellent customer service. Whether you need auto, home, renters, life, commercial, or other types of insurance, Eric Liu is here to help you understand your coverage options and find the best solution for your needs and budget. As a Farmers Insurance agent, Eric Liu offers comprehensive coverage, competitive rates, and multi-line insurance discounts to help you save money. From protecting your home to securing your small business, Eric Liu can customize an insurance package to reduce your risk and protect your investments. Additionally, Eric Liu can help you create a solid financial plan for a secure future. Contact Eric Liu today for more information and to discuss your insurance needs.
3410 Geary Blvd Ste 335, San Francisco, CA 94118, United States -
Farmers Insurance - Toby Lee
● ClosedFarmers Insurance - Toby Lee is a local insurance agency located at 2886 Geary Boulevard in San Francisco, California. As a Farmers® agent, Toby Lee helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, life, renters, business insurance, and more, Toby Lee has the knowledge and experience to help clients understand their coverage options. With over 80 years of experience, Farmers® is a trusted insurance provider that offers competitive rates and multi-line insurance discounts. Whether you need car insurance, home insurance, life insurance, renters insurance, or business insurance, Toby Lee can help customize a policy to reduce your risk and protect your investments.
2886 Geary Blvd #207, San Francisco, CA 94118, United States -
Doug Lehr - State Farm Insurance Agent
● ClosedDoug Lehr - State Farm Insurance Agent is a trusted insurance agency located at 206 Spear Street in San Francisco, California. Conveniently situated on the corner of Spear and Howard, just one block off the Embarcadero, our team is dedicated to providing top-notch insurance coverage and financial services to our clients. We understand the importance of passenger safety, especially for young drivers. That's why we offer tips and guidance on how to keep teen drivers and their passengers safe while on the road. We also provide advice on discussing money and finances before getting married, as these conversations are crucial for a strong financial future.
206 Spear St, San Francisco, CA 94105, United States
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