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TOP 30 Personal finance consulting in Union City, CA
38 results found
A convenient service for searching for businesses, places and services
Coast Central Credit Union Fortuna
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.
Financial Partners Credit Union
Financial Partners Credit Union is a finance institution located at 365 South Spruce Avenue, South San Francisco, California, United States. At Financial Partners, you can get the wheels you need to take your precious cargo where they need to go. They offer personalized product recommendations based on your unique financial goals, with 0% APR for 12 months plus 5,000 APEX bonus points. Bank smarter with Financial Partners and enjoy better rates than national banks. Earn rewards such as 250 APEX points per month and free cell phone insurance when you pay your monthly bill with your Financial Partners debit card. They offer various banking solutions including checking accounts, savings accounts, credit cards, mortgages, auto loans, personal loans, and more. With branches in Los Angeles Metro, Orange County, San Diego, and San Francisco areas, you can bank online, with their mobile app, or visit conveniently located branches. Financial Partners Credit Union is committed to non-discrimination and provides a link to a third-party website for additional services.
Jamie Myers -Travis Credit Union - NMLS #312309
Jamie Myers -Travis Credit Union is a finance institution located at One Travis Way in Vacaville, California, United States. With NMLS #312309, they offer a range of financial services to individuals and businesses, including loans, savings accounts, and more. Their team of professionals is dedicated to helping clients achieve their financial goals and providing personalized solutions to meet their needs. Visit Jamie Myers -Travis Credit Union today for all your financial needs.
Pacific Service Credit Union
Pacific Service Credit Union is a trusted financial institution located at 2800 Kitty Hawk Road in Livermore, California. As a member-owned credit union, we are committed to providing top-notch financial services to our community. Whether you need to access our convenient ATMs or consult with our expert finance team, Pacific Service Credit Union is here to help you achieve your financial goals. Join us today and experience the difference of personalized service and competitive rates that set us apart from traditional banks.
KeyPoint Credit Union
KeyPoint Credit Union is a financial institution located at 7062 Market Place Drive in Goleta, California. As a credit union, we offer a range of financial services including ATM access and various finance options. Our mission is to help our members thrive financially throughout all stages of life. We are dedicated to investing in the communities we serve by promoting financial literacy, volunteering to help those in need, and contributing to charitable organizations. Join us at KeyPoint Credit Union and let us help you achieve your financial goals.
Navy Federal Credit Union
Navy Federal Credit Union, located at 6365 Valley Springs Parkway in Riverside, California, is a full-service financial institution offering ATM, banking, and finance services. In just 10 minutes, you can start investing with Digital Investor’s automated or self-directed tools. Need personalized guidance? Our financial advisors can help create an investing strategy tailored to your needs. With tried and true strategies, you can navigate challenges and become a more confident investor. Looking for a business credit card? Get all the information you need to choose the right one for your company. Entrepreneurs can also find assistance programs and advice on business credit card options. Manage your business finances separately from your personal ones with our strategies.
First Tech Federal Credit Union
First Tech Federal Credit Union is a leading financial institution located at 8000 Foothills Boulevard in Roseville, California. As a credit union, First Tech is dedicated to providing personalized financial services and innovative solutions to its members. With a commitment to technology and member satisfaction, First Tech offers a wide range of banking products including checking accounts, savings accounts, loans, and investment services. Whether you are looking to save for the future, finance a home, or manage your everyday expenses, First Tech Federal Credit Union is here to help you achieve your financial goals.
Union Financial Partners Inc
Union Financial Partners Inc is a leading finance institution located at 2001 Union Street in San Francisco, California, United States. With a team of experienced financial experts, we provide a wide range of financial services to individuals, businesses, and organizations. Whether you need assistance with investments, retirement planning, insurance, or wealth management, our dedicated team is here to help you achieve your financial goals. Trust Union Financial Partners Inc to provide you with personalized financial solutions tailored to your specific needs.
Fairway Financial Consulting
Fairway Financial Consulting is a leading finance institution located at 2525 Trailside Way in Union City, California, United States. Our team of experienced financial experts provides personalized and strategic financial advice to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we offer a wide range of services to meet our clients' needs. Trust Fairway Financial Consulting to guide you on the path to financial success.
Van Horn Consulting Associates
Van Horn Consulting Associates is a reputable accounting and finance institution located at 2208 Union Street in San Francisco, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax preparation, financial planning, and consulting services tailored to meet the unique needs of their clients. Van Horn Consulting Associates is known for their commitment to excellence and personalized approach to financial management.
Union Retirement Solutions
Union Retirement Solutions is a finance institution located at 6101 Bollinger Canyon Road in San Ramon, California, United States. Our dedicated team, led by Jeff, is committed to helping individuals and families achieve their ideal retirements. We offer a range of services including retirement income planning, wealth management, and informational workshops to assist you in reaching your retirement goals. Our mission is to provide thoughtful guidance and support as you prepare for this new chapter in your life. Whether you are looking to create a retirement strategy using insurance products or learn more about maximizing your retirement income, we are here to help. Attend one of our workshops or webinars to gain valuable insights and prepare for the future.
Redwood Credit Union
Redwood Credit Union, located at 16095 Main Street in Lower Lake, California, is a trusted institution offering a range of financial services including ATM, banking, and finance options. Many local businesses choose to bank with us for our personalized service and commitment to the community. Our friendly staff at the Lower Lake branch is dedicated to helping RCU 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. Schedule an appointment for investment, insurance, or auto services, or speak with a representative at our Member Service Center. Find a convenient RCU ATM or access over 30,000 free Co-op Network ATMs with our locator map. Stay informed about changes in regulations, such as the Economic Aid Act, and how they may affect your loan repayment schedule. Please note that we are not responsible for the content of third-party websites linked from our site. Let Redwood Credit Union be your trusted partner in financial success.
Denise Davis - SAFE Credit Union - Financial Planning
Denise Davis - SAFE Credit Union - Financial Planning is a finance institution located at 9055 Woodcreek Oaks Boulevard, Roseville, California, United States. We prioritize our members over shareholders and are dedicated to putting you first. Our services include savings solutions, borrowing options, webinars for financial well-being, business banking accounts, investment planning, grants and scholarships, and employee benefits packages. By becoming a member of SAFE Credit Union, you can enjoy a sense of community and belonging while receiving personalized financial support for every stage of life. Our convenient mobile app allows for easy money management, including early payday options and peer-to-peer payments. Join us on your financial journey and experience the benefits of being part of one of the best credit unions in California.
Steve Raymond - SAFE Credit Union - Financial Planning
Steve Raymond - SAFE Credit Union - Financial Planning is a finance institution located at 2740 East Bidwell Street, Folsom, California, United States. At SAFE Credit Union, members are the top priority, not shareholders. They offer a range of financial services including savings solutions, borrowing options, business banking accounts, and investment planning. The institution also provides grants and scholarships, as well as financial health services for businesses. By becoming a member of SAFE Credit Union, individuals can enjoy a sense of community and belonging while receiving personalized financial support. The institution also offers convenient features such as Early Payday and SAFE Pay through their mobile app. With a focus on financial literacy and community involvement, SAFE Credit Union strives to support its members on their financial journey.
UNION INCOME TAX & SERVICES
UNION INCOME TAX & SERVICES is a finance institution located at 2617 Santa Ana Street in South Gate, California, United States. We specialize in providing expert tax preparation services and financial advice to individuals and businesses. Our team of professionals is dedicated to helping our clients navigate the complexities of the tax system and maximize their financial well-being. Whether you need help with filing your taxes, planning for the future, or managing your finances, UNION INCOME TAX & SERVICES is here to assist you every step of the way. Visit us today to experience our personalized and reliable financial services.
Gill Financial & Insurance Services
Gill Financial & Insurance Services is a reputable institution located at 31080 Union City Boulevard in Union City, California, United States. Specializing in finance, health, and insurance services, our experienced team is dedicated to providing personalized solutions to meet our clients' needs. Whether you are looking for assistance with investments, health insurance, or protecting your assets, we are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
BMO
BMO, located at 33301 Alvarado-Niles Road in Union City, California, is a full-service bank offering a wide range of banking services, investments, and lending products for personal and commercial customers. As a member of FDIC, BMO Bank N.A. in the United States is committed to providing quality financial products while ensuring compliance with federal laws such as the USA Patriot Act. Customers opening accounts will be required to provide identification and verification information to prevent money laundering and terrorism financing. Please note that third-party websites linked to BMO may have different privacy and security policies. It is recommended to review these policies before proceeding. BMO Bank N.A. does not offer tax or legal advice, and customers are advised to consult with their own legal and tax advisors for personalized guidance.
Turnkey Financial Solutions
Turnkey Financial Solutions is a leading finance institution located at 33170 Alvarado-Niles Road in Union City, California. Our dedicated team of financial experts provides a wide range of services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, we offer comprehensive solutions tailored to meet our clients' needs. With a commitment to excellence and personalized service, Turnkey Financial Solutions is the trusted partner you need for all your financial needs.
Associated Professional Advisors
Associated Professional Advisors is a renowned institution located at 205 Union Avenue in Santa Maria, California, United States. Specializing in accounting and finance, our team of experienced professionals are dedicated to providing high-quality financial services and advice to individuals and businesses alike. With a commitment to excellence and a personalized approach, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today to see how Associated Professional Advisors can help you with all your accounting and finance needs.
Abellera Business Services
Abellera Business Services is a trusted accounting and finance institution located at 3066 Belize Way in Union City, California, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses manage their finances effectively. Our services include tax preparation, bookkeeping, financial planning, and more. At Abellera Business Services, we are committed to providing personalized and reliable solutions to meet our clients' needs. Contact us today to learn more about how we can help you achieve your financial goals.
Merrill Lynch Financial Advisor Sameera Gupta
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.
Bay Tax Services
Bay Tax Services is a reputable finance institution located at 32665 Brenda Way in Union City, California, United States. We specialize in providing expert tax services to individuals and businesses, helping our clients navigate the complexities of tax laws and maximize their financial returns. Our team of experienced professionals is dedicated to delivering personalized and efficient service to meet the unique needs of each client. Whether you need assistance with tax preparation, planning, or resolution, Bay Tax Services is committed to helping you achieve your financial goals.
Douglas C. Finstrom
Douglas C. Finstrom is a reputable accounting and finance institution located at 523 Union Avenue in Campbell, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, Douglas C. Finstrom is dedicated to providing top-notch financial solutions to meet your needs.
S J Kellerman & Associates: Kellerman Sheila J CPA
S J Kellerman & Associates: Kellerman Sheila J CPA is a trusted accounting and finance institution located at 38 Seascape Resort Drive, Aptos, California, United States. Sheila Joyce Kellerman CPA has been providing personalized financial guidance to individuals and businesses for years. The institution offers a wide range of services, from basic tax compliance to CFO engagements. Sheila's expertise and experience in business finance, accounting, taxation, and tax consulting make her a valuable partner for clients looking for financial support. With a Masters Degree in Taxation and a Bachelors Degree in Accounting, Sheila is a highly qualified professional in her field. She is an active member of the California Society of Certified Public Accountants and currently serves on the Board of Directors of Bay Federal Credit Union. Sheila believes in providing the appropriate level of service to new businesses and adjusting the level of sophistication as a business grows. Her experience in financial management has benefited numerous companies in the Monterey Bay area, Silicon Valley, and beyond. Contact S J Kellerman & Associates for expert financial guidance and support.
Blakeslee & Blakeslee Inc
Blakeslee & Blakeslee Inc is a leading finance institution located at 125 Union Avenue in Orcutt, California, United States. With a reputation for excellence and expertise in financial services, Blakeslee & Blakeslee Inc offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From investment planning to wealth management, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Visit Blakeslee & Blakeslee Inc today to learn more about their services and how they can help you secure your financial future.
Accountico, Inc
Accountico, Inc is a trusted accounting and finance institution located at 33476 Alvarado-Niles Road in Union City, California, United States. We treat each client’s business as if it were our own, ensuring their satisfaction is our top priority. Our team at Accountico Inc specializes in a range of services, including accounting, bookkeeping, tax services, payroll, business registration, and financial advising. With our expertise in multiple disciplines, we bring innovative solutions to help your company thrive and succeed in the long term. Whether you need assistance with funding for a new development initiative or guidance on business shareholdings, our experienced accountants and financial advisers are here to support you every step of the way.
ImpactAdvisor LLC
ImpactAdvisor LLC is a finance institution located at 2030 Union Street in San Francisco, California, United States. At ImpactAdvisor LLC, we offer personalized financial plans that integrate your goals, priorities, tax profile, and estate needs. Our investment choices are aligned with your long-term financial needs, and we handle rebalancing and short-term financial needs with tax efficiency towards your long-term goals. You have the option to choose a full-service advisor, our 100% digital offering, or both. Let ImpactAdvisor LLC help you achieve your financial goals and secure your financial future.
Merrill Investment & Retirement Financial Center
The Merrill Investment & Retirement Financial Center is located at 31800 Alvarado Boulevard in Union City, California, United States. As a finance institution, Merrill offers personalized advice and guidance to help individuals achieve their financial goals. Whether you are planning for retirement, investing in securities, or looking for insurance options, Merrill has the tools and expertise to assist you. With a focus on relationship-based ads and online behavioral advertising, Merrill strives to provide information about products and services that are relevant and beneficial to their clients. Additionally, Merrill offers a broad range of brokerage, investment advisory, and other financial services to meet the diverse needs of their clients. Banking products are provided by Bank of America, N.A. and affiliated banks, while insurance options are available through Merrill Lynch Life Agency Inc. For more information about Merrill's services and offerings, clients can review the Client Relationship Summary provided by the institution.
Patriot Tax Professional
Patriot Tax Professional is a trusted institution located at 32145 Alvarado-Niles Road in Union City, California. Specializing in accounting and finance services, our team of experienced professionals are dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses alike. With a commitment to excellence and personalized attention, Patriot Tax Professional is your go-to destination for all your accounting and financial needs. Contact us today to schedule a consultation and let us help you achieve your financial goals.
Associated Professional: Larsen Adam
Associated Professional: Larsen Adam is a reputable accounting and finance institution located at 205 Union Avenue in Santa Maria, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Associated Professional: Larsen Adam can help you navigate the complexities of the financial world and achieve your goals. Their dedication to providing top-notch services and personalized attention sets them apart from other firms in the area. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
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