TOP 30 Personalized banking services in Campbell, California

6 results found

The State Farm Insurance - Greg Pond Agency is located at 14500 Big Basin Way in Saratoga, California. Greg Pond serves as the State Farm Insurance Agent for the greater San Jose – South Bay Area, with the office conveniently situated in downtown Saratoga. The agency caters to the insurance needs of various communities, including Saratoga, Los Gatos, Los Gatos Mountains, Cupertino, and Campbell, as well as the entire state of California. The agency offers a range of insurance products, including Homeowners Insurance, Auto Insurance, Renters Insurance, Life Insurance, Business Insurance, and more. Greg Pond, who was born and raised in Los Gatos, is dedicated to providing award-winning customer service and top-quality insurance products to protect clients from the risks of modern life.

Patelco Credit Union is a trusted financial institution located at 1790 South Bascom Avenue in Campbell, California. As a credit union, they offer a wide range of banking and financial services to their members. Whether you're looking for a checking account, savings account, loans, or investment options, Patelco Credit Union has you covered. Their friendly staff is committed to helping you achieve your financial goals and providing personalized service. Visit them today to experience the benefits of banking with a credit union.

Russell Rivera Home Loans is a finance institution located at 2542 South Bascom Avenue in Campbell, California, United States. We specialize in providing personalized home loan solutions to help our clients achieve their dream of homeownership. Our team of experienced professionals is dedicated to guiding you through the loan process and finding the best options to fit your individual needs. Whether you are a first-time homebuyer or looking to refinance, Russell Rivera Home Loans is committed to helping you secure the financing you need to make your housing goals a reality. Contact us today to learn more about our services and how we can assist you in achieving your homeownership dreams.

Jerry Rojas - State Farm Insurance Agent is a trusted insurance agency located at 2542 South Bascom Avenue in Campbell, California. While online auto quoting is not available at this time, customers can call, text, or visit the office for a personalized auto quote. The dedicated team at Jerry Rojas is ready to create a Personal Price Plan tailored to individual needs. As a California native, Jerry Rojas understands the unique needs of Bay Area residents. With a background in the financial industry, he brings valuable insights to help customers find the perfect insurance plan within their lifestyle and budget. Serving areas such as Campbell, Los Gatos, San Jose, and more, Jerry Rojas and his team prioritize exceptional service and ensuring customers feel confident about their coverage.

Raymond James is a reputable finance institution located at 51 East Campbell Avenue in Campbell, California, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including wealth management, investment banking, and asset management. Their team of experienced professionals provides personalized financial solutions to help clients achieve their goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, Raymond James is committed to providing top-notch service and expertise to meet your needs.

Thielen & Associates, located at 591 West Hamilton Avenue in Campbell, California, is an institution specializing in accounting and finance. They offer personalized financial strategies to build and protect wealth for businesses, high-net worth individuals, and families. The team of tax, accounting, and financial planning professionals at Thielen & Associates are dedicated to helping clients minimize risks and optimize financial success through tax planning and wealth management strategies. Many clients are drawn to ESG investing, which aligns portfolios with values and causes that they care deeply about. Managing partner and financial advisor Paula Thielen emphasizes the importance of retirement planning and the need to address the fight or flight response that can impact financial decisions.