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TOP 30 Personal finance in Commerce, CA
50 results found
A convenient service for searching for businesses, places and services
Heritage Bank of Commerce
Heritage Bank of Commerce is a trusted financial institution located at 419 South San Antonio Road in Los Altos, California, United States. Offering a range of banking and finance services, including ATMs, Heritage Bank of Commerce is dedicated to providing innovative solutions to help businesses overcome challenges and achieve their goals. With a team of experienced bankers and a focus on high-touch service, Heritage Bank of Commerce is committed to building strong relationships with clients. The institution has been recognized for its outstanding performance and community support, making it a valuable partner for businesses and non-profit organizations alike. With a legacy of investing in the next generation of leaders and a commitment to community growth, Heritage Bank of Commerce is a reliable and supportive financial partner for all your banking needs.
California Bank of Commerce
California Bank of Commerce is a premier bank located in Walnut Creek, California. As a trusted financial institution, we provide a wide range of banking and finance services to individuals, businesses, and organizations. Our dedicated team of professionals is committed to delivering personalized service and tailored solutions to meet the unique needs of our clients. Whether you're looking for personal banking services, commercial lending, or wealth management, California Bank of Commerce is here to help you achieve your financial goals. Visit us at 2999 Oak Road to experience the difference of banking with a community-focused institution that puts your needs first.
Heritage Bank of Commerce
Heritage Bank of Commerce is a trusted financial institution located at 224 Airport Parkway in San Jose, California. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our dedicated team of professionals is committed to providing personalized banking solutions to help individuals and businesses achieve their financial goals. With a focus on customer service and community involvement, Heritage Bank of Commerce is proud to be a reliable partner for all your banking and finance needs.
Brandon Foster - State Farm Insurance Agent
Brandon Foster - State Farm Insurance Agent is located at 214 Standard Street in El Segundo, California, United States. As a proud representative of the top insurer in the country, Brandon Foster began his career in finance management and transitioned to State Farm in 2021 to focus on helping people and the community. Specializing in auto insurance for families buying or owning cars, as well as homeowners insurance for families in Inglewood, Hawthorne, Manhattan Beach, and Redondo Beach, Brandon and his team are dedicated to providing personalized service and assistance. Additionally, they offer information and services for life insurance, health insurance, renters insurance, and business insurance. As a member of the El Segundo Chamber of Commerce, Brandon's agency also works with local businesses to provide General Liability Insurance and Workers Compensation Insurance. Committed to community involvement, the office partners with organizations such as The Center of Hope Community Development Corporation to educate on business ownership and facilitate local business fairs. Brandon, along with his Spanish-speaking team, is available 24/7 to assist with insurance needs. Whether you prefer texting, calling, or visiting in person, Brandon Foster - State Farm Insurance Agent is here to help you manage life's risks and reach your dreams.
Doug Prichard - State Farm Insurance Agent
Doug Prichard - State Farm Insurance Agent is a local insurance agency located in downtown Davis, California. With a background in Finance and Business Economics, Doug has been in the financial services industry since 1993. The agency offers a variety of insurance coverage options including Automobile Insurance, Home Insurance, Renters Insurance, Health Insurance, Life Insurance, Earthquake Insurance, Flood Insurance, and Trupanion Pet Insurance. The team at Doug Prichard - State Farm is dedicated to helping clients find the right coverage to protect themselves and their families. As an active member of the Davis Chamber of Commerce, Doug is committed to supporting the local community. Whether you need assistance with insurance policy transfers or simply want to learn more about your coverage options, the team is ready to help. Stop by the office or give them a call to get started on your personalized insurance plan.
Trinity Legal Services
Trinity Legal Services is a finance institution located at 1400 East Cooley Drive in Colton, California, United States. We understand that legal matters can be overwhelming, which is why we are committed to providing you with help in a language that you can easily understand. At Trinity Legal Services, we will support you every step of the way. Our comprehensive services include case management and exceptional customer service. We offer a personal E-Service that allows you to conveniently communicate with us from the comfort of your own home through text, email, phone calls, or Zoom meetings.
Altus Capital Group
Altus Capital Group is a leading finance institution located at 5810 Commerce Boulevard in Rohnert Park, California, United States. With a strong focus on providing innovative financial solutions, Altus Capital Group offers a wide range of services including investment management, wealth management, and financial planning. The team of experienced professionals at Altus Capital Group is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Altus Capital Group is committed to providing personalized and strategic financial guidance.
US Bank Mortgage
US Bank Mortgage is a leading institution in the mortgage industry, located at 6301 Commerce Boulevard, Rohnert Park, California. As a trusted bank and finance provider, we offer a variety of loans to meet almost every mortgage need. Our services include options for $0 down payments for military members. Whether you're a first-time home buyer or looking to refinance, we provide tools and resources to help you navigate the process with confidence. Our mortgage comparison tool allows you to understand the unique features and benefits of different loan types.
Exchange Bank
Exchange Bank, located at 6290 Commerce Boulevard in Rohnert Park, California, is a trusted institution offering a range of financial services including ATM access, banking, and finance. With a history spanning 133 years, we are proud to be your local community bank, dedicated to supporting individuals and businesses in our area. Our co-founder, Frank Doyle, was a visionary leader who understood the importance of community connections, much like our commitment to serving our customers. Whether you are looking to reset your password, open a new personal account online, or enroll in personal online banking, Exchange Bank is here to assist you every step of the way. With 17 locations throughout Sonoma County and the North Bay, as well as access to 55,000 Allpoint ATMs worldwide, we offer convenience and accessibility for all your financial needs. Our online and mobile banking services make it easy to manage your finances anytime, anywhere. Please note that when using our mobile banking services, you may be subject to fees and limitations imposed by your mobile service provider. For more information, visit our partner website or contact us directly. Thank you for choosing Exchange Bank as your trusted financial partner.
Haley's Tax Services: Caperton Christine
Haley's Tax Services, run by Caperton Christine, is a trusted accounting and finance institution located at 6650 Commerce Boulevard in Rohnert Park, California, United States. With years of experience in the industry, Caperton Christine offers expert tax services to individuals and businesses, ensuring accurate and timely filings. Clients can rely on Haley's Tax Services for professional guidance and personalized financial advice.
The Shipping Center
The Shipping Center is a finance institution located at 2781 West MacArthur Boulevard in Santa Ana, California. We specialize in providing financial services for shipping and logistics companies, offering a range of services such as loans, insurance, and investment opportunities. Our experienced team is dedicated to helping our clients navigate the complex world of international trade and transportation, ensuring their businesses thrive and succeed. Visit us today to learn more about how we can support your shipping and logistics operations.
Opportunity Fund
Opportunity Fund is a finance institution located at 5701 South Eastern Avenue in Commerce, California, United States. We specialize in providing financial support and resources to underserved communities, helping individuals and small businesses access the capital they need to succeed. Our mission is to create economic opportunities and empower individuals to build a better future for themselves and their families. Visit us today to learn more about our services and how we can help you achieve your financial goals.
New Direx
New Direx is a finance and storage institution located at 6355 Chalet Drive in Commerce, California, United States. Our experienced international air freight forwarding and transportation staff has over two decades of experience in shipping complicated and urgent cargo around the world. As a licensed and bonded OTI, we handle oversized, overweight, and hazardous moves, from single carton LCL bookings to multi-shipment FCL plans. We specialize in special project cargo for entertainment, trade shows, touring productions, and exhibits, providing state-of-the-art monitoring and tracking services to ensure the safe and efficient delivery of your cargo. With a fully trained Customs staff, we use the latest technology to handle customs entries and details. Since our inception in 1993, New Direx has grown to become a bi-coastal, service-driven international freight forwarder with established global partnerships. We offer import, export, and logistics services, managing freight forwarding and customs brokerage with two offices to assist clients with all aspects of their import and export programs. Our goal is to provide full-service solutions to your international logistics challenges and ensure timely, safe, and efficient delivery of your freight.
Wasson Investment Services
Wasson Investment Services, located at 6020 Commerce Boulevard in Rohnert Park, California, is a finance and insurance agency that aims to provide families and businesses with innovative financial strategies to improve their quality of life. Through a true partnership with clients, they design customized financial plans to provide confidence, clarity, and protection for the future. Specializing in income planning for retirement, Wasson Investment Services helps clients navigate through accumulation, distribution, and preservation phases while utilizing tax-advantaged vehicles to achieve retirement income goals. Their New Generation Retirement® system incorporates stewardship, transparency, and technology in five steps to help clients weather the complex challenges of the financial world. They also provide education on Social Security benefits and offer personalized risk analysis through the Color of Money Risk Analysis tool.
Juan Manuel Castillo: Primerica - Financial Services
Juan Manuel Castillo: Primerica - Financial Services is a reputable finance and insurance agency located at 5350 Commerce Boulevard in Rohnert Park, California, United States. With a focus on providing top-notch financial services, the institution is dedicated to helping individuals and families achieve their financial goals. Whether it's investing, retirement planning, or insurance needs, the team at Juan Manuel Castillo: Primerica is committed to providing personalized and comprehensive solutions to meet the unique needs of each client. Trustworthy and professional, this institution is a go-to destination for all your financial needs.
Steve McClure - State Farm Insurance Agent
Steve McClure - State Farm Insurance Agent is a well-established insurance agency located at 560 1st Street in Benicia, California. With over 30 years of experience with State Farm and 18 years serving the Benicia community, Steve McClure and his team are dedicated to providing exceptional insurance services to residents of Solano, Napa, and Contra Costa County. From car insurance to life insurance, health insurance, and even pet insurance, the team at Steve McClure State Farm is ready to assist you with all of your insurance needs. In addition to traditional insurance services, the office now offers assistance with residential loans through Rocket Pro for refinances and new home purchases. Whether you're a first-time home buyer or a long-time resident of the area, Steve McClure and his team are here to help you protect what matters most to you.
Brent Herrera - Mutual of Omaha Advisor
Brent Herrera - Mutual of Omaha Advisor is an insurance agency located at 1390 Willow Pass Road, Concord, California, United States. Before becoming a financial planner, Brent Herrera earned his Bachelor of Science in business administration with a major in Finance and Minor in Economics from the University of Nevada, Reno. With experience in customer-facing roles, Brent prides himself on getting to know his clients personally and aims to be a lifelong resource for them. Brent is also actively involved in his community, serving on the Board of Directors for his local Chamber of Commerce in Dublin. He holds various licenses, including Series 7, 63, 65, and Life and Health licenses, and has achieved the CERTIFIED FINANCIAL PLANNER TM and Financial Services Certified Professional® designations. Brent is committed to providing his clients with tailored financial strategies and consistent service to help them achieve their financial goals. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, Brent works hard to provide his clients with the guidance and solutions they need.
U.S. Bank Branch
The U.S. Bank Branch located at 6500 Commerce Boulevard in Rohnert Park, California, is a trusted financial institution offering a wide range of banking and finance services. Whether you're looking to open a checking or savings account, apply for a loan, or seek investment advice, our friendly and knowledgeable staff are here to help. With a commitment to excellence and customer satisfaction, U.S. Bank Branch is dedicated to helping you achieve your financial goals. Visit us today to experience the convenience and reliability of banking with us.
Defense Tax Partners - Tax Attorney, IRS Tax Relief & Settlement Service, Free Consultation
Defense Tax Partners is a leading institution located at 5800 South Eastern Avenue in Commerce, California, specializing in tax resolution services. With a team of experienced tax attorneys, we offer IRS tax relief and settlement services to help individuals navigate through tax problems effectively. Our services include tax levy, tax fraud, IRS audit defense, tax settlements, wage garnishment removal, offer in compromise, bank levy removal, penalty abatement, innocent spouse relief, audit representation, tax preparation, tax lien removal, and passport reinstatement. Tax problems can be overwhelming, but with the right support from Defense Tax Partners, you can find the best solutions for your tax debt. Our California tax debt attorneys are dedicated to providing the highest level of service with professionalism, expertise, and compassion. We understand the complexities of dealing with the IRS and are here to help you every step of the way.
Bottom Line Law Group
Bottom Line Law Group, located in Berkeley, California, offers essential legal services tailored specifically for startups and growth companies in the tech industry. With a team of experienced tech business lawyers, we provide General Counsel and Product Counsel services on a fractional, interim, or project basis. Our approach combines the industry knowledge and business acumen of seasoned in-house counsel with the expertise of top-tier international firms, all delivered with the personal touch and cost-effectiveness of a small law office. Specializing in representing companies in consumer Internet, e-commerce, social media, mobile apps, VR gaming, AI/ML, and more, we excel at navigating the complex legal landscape of the tech industry. Our team has a deep understanding of the unique challenges faced by entrepreneurs, technologists, and investors, and we take a pragmatic, product-centric approach to deliver exceptional value to our clients.
BR Merchant Service
BR Merchant Service, located at 4680 East Los Angeles Avenue in Simi Valley, California, is a finance institution catering to retail, wholesale, e-commerce, e-cigarette/vapor, and other businesses. With competitive pricing and 24/7 in-house customer support, they offer a streamlined application process for accepting credit and debit card payments. As a proud member and exclusive payment processor of SFATA, they prioritize security with their secure EMV technology. Industry experts recommend merchants comply with EMV technology to protect against fraud threats. Best Rate Merchant Service has an A BBB Rating thanks to their personalized service and quick, effective support. They strive to meet all merchant needs and ensure satisfaction. Don't risk being responsible for fraudulent transactions - implement EMV technology today with BR Merchant Service.
Mike Siemsen - State Farm Insurance Agent
Mike Siemsen - State Farm Insurance Agent is a reputable insurance agency located at 3960 Prospect Avenue in Yorba Linda, California. Established in 2011, our agency has been dedicated to providing exceptional service to our clients. When you contact our office, you will speak directly with our experienced office manager, Joselyn, or with Mike Siemsen himself. At our agency, we offer a wide range of insurance and financial services including auto insurance, home insurance, commercial auto insurance, business insurance, workers compensation, and life insurance products. We understand the importance of protecting what matters most to you and your family, which is why we are committed to helping you find the right coverage.
Cheryl Close - State Farm Insurance Agent
Cheryl Close - State Farm Insurance Agent is a well-established insurance agency located at 1144 13th Street in Imperial Beach, California. Cheryl Close, a native of San Diego and an SDSU Alumna with a degree in Finance, has been a State Farm Agent since 1986. She is dedicated to serving her customers and is actively involved in the community as a member of the Imperial Beach Chamber of Commerce and Paseo del Rey Church in Chula Vista. Cheryl's office provides valuable information about the benefits of insurance and helps customers find a plan that meets their needs. Her team members, Wendy and Sarah, are licensed professionals who prioritize customer needs and have built strong relationships with clients over the years.
Crumbley Financial Services
Crumbley Financial Services is a reputable finance and insurance agency located at 6020 Commerce Boulevard in Rohnert Park, California, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our services include investment planning, retirement planning, insurance coverage, and more. Trust Crumbley Financial Services to provide you with expert advice and personalized solutions to secure your financial future.
Thomas & Company
Thomas & Company is a reputable accounting and finance institution located at 6050 Commerce Boulevard in Rohnert Park, 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 looking for personal financial advice or a business in need of expert accounting services, Thomas & Company is dedicated to providing top-notch solutions tailored to your specific needs. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in managing your financial affairs.
Harrow Michael L CPA
Harrow Michael L CPA is a reputable accounting and finance institution located at 6050 Commerce Boulevard in Rohnert Park, 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 planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all your financial needs.
Trovato Wealth Management
Trovato Wealth Management is a leading finance institution located at 4925 Commerce Drive in Bakersfield, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking advice on estate planning, our experts are here to provide you with comprehensive financial solutions tailored to your individual needs. Trust Trovato Wealth Management to guide you towards a secure and prosperous financial future.
Cloud-CPA / CloudPersonnel
Cloud-CPA / CloudPersonnel is a cutting-edge institution located at 14831 Whittier Boulevard in Whittier, California, United States. Specializing in accounting and finance, this institution offers innovative cloud-based solutions for businesses and individuals looking to streamline their financial processes. With a team of experienced professionals, Cloud-CPA / CloudPersonnel provides personalized services tailored to meet the unique needs of each client. Whether you are looking for accounting services or assistance with personnel management, this institution is dedicated to helping you achieve your financial goals efficiently and effectively.
TIAA Bank Home Lending
TIAA Bank Home Lending is a finance institution located at 200 Commerce in Irvine, California, United States. We specialize in providing home lending solutions to our clients, offering a range of mortgage products and services tailored to meet individual needs. Our team of experienced professionals is dedicated to helping clients achieve their homeownership goals with personalized guidance and support throughout the loan process. Whether you are a first-time homebuyer or looking to refinance your existing mortgage, TIAA Bank Home Lending is committed to providing exceptional service and competitive rates to help you make your dream home a reality.
Aldrich Wealth Advisors
Aldrich Wealth Advisors, located at 1903 Wright Place in Carlsbad, California, is a finance institution that has been serving clients since 1973. With a focus on accounting, consulting, and wealth management, Aldrich has a team of experienced professionals ready to help local businesses navigate financial complexities. The Carlsbad location has been recognized for its community impact, receiving awards from the Carlsbad Chamber of Commerce for philanthropy and beach clean-ups. Carl Pinkard, the Office Managing Partner for the Carlsbad location, specializes in working with high-net-worth families and business owners. As a Certified Exit Planning Advisor (CEPA), he helps clients prepare their businesses for transitions and plan for the impact on their personal financial goals.
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