TOP 30 Personalized banking services in Carlsbad, California
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Wells Fargo Bank
● OpenWells Fargo Bank is a trusted financial institution located at 3446 Via Mercato in Carlsbad, California. As a leading bank in the United States, Wells Fargo offers a wide range of financial services including personal and business banking, loans, investments, and insurance. With convenient ATM locations and online banking options, Wells Fargo provides customers with easy access to their money and financial needs. Visit Wells Fargo Bank today and experience top-notch customer service and innovative financial solutions.
3446 Via Mercato, Carlsbad, CA 92009, United States -
Duvera Financial Services Inc
● OpenDuvera Financial Services Inc is a leading finance institution located at 1910 Palomar Point Way in Carlsbad, California, United States. Specializing in providing a wide range of financial services, Duvera is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a dedication to exceptional customer service, Duvera Financial Services Inc is a trusted partner for all your financial needs.
1910 Palomar Point Way, Carlsbad, CA 92008, United States -
Flagstar Bank Home Loans
● OpenFlagstar Bank Home Loans is a leading financial institution located at 5927 Priestly Drive in Carlsbad, California, United States. Specializing in home loans, Flagstar Bank offers a wide range of mortgage products and services to help individuals achieve their dream of homeownership. With a reputation for excellent customer service and competitive rates, Flagstar Bank is committed to providing personalized solutions to meet the unique needs of each client. Whether you are a first-time homebuyer or looking to refinance your existing mortgage, Flagstar Bank Home Loans is dedicated to helping you navigate the home loan process with ease and confidence.
5927 Priestly Dr STE 208, Carlsbad, CA 92008, United States -
SDCCU Carlsbad Branch
● OpenThe SDCCU Carlsbad Branch is a convenient banking institution located at 2530 El Camino Real in Carlsbad, California, United States. This branch offers a range of financial services including ATM access, banking services, and financing options. Whether you need to deposit funds, withdraw cash, or speak with a financial advisor, the SDCCU Carlsbad Branch is here to help with all your financial needs. Visit us today to experience excellent customer service and convenient banking options.
2530 El Camino Real, Carlsbad, CA 92008, United States -
Banner Bank
● OpenBanner Bank, located at 5901 Priestly Drive in Carlsbad, California, is a trusted financial institution offering a variety of banking and finance services. With a focus on helping clients save and earn more, Banner Bank makes it easy to open High Yield Savings Accounts, checking, savings, and money market accounts. Qualifying clients can even earn bonuses for opening new accounts. For those looking to unlock their home's equity, Banner Bank offers Home Equity Line of Credit (HELOC) options. Business owners can take advantage of low fixed rates on Owner-Occupied Commercial Real Estate and Equipment Loans for a limited time. The Carlsbad branch is committed to following all health and safety guidelines, including requiring masks in some locations. Notary services, money orders, and cashier's checks are available for current clients, though safe deposit boxes are not offered at the Carlsbad branch. Contact Banner Bank in Carlsbad for more information or to schedule an appointment.
5901 Priestly Dr Ste 160, Carlsbad, CA 92008, United States -
Pacific Western Bank
● OpenPacific Western Bank, located at 2602 El Camino Real in Carlsbad, California, is a full-service financial institution specializing in banking and finance. Recently merged with Banc of California, N.A., we offer a wide range of services to support businesses at every stage of growth. From pre-seed to IPO, we provide tailored solutions such as insured cash sweep services, digital bookkeeping, automated payment options, and senior bridge financing. Our team understands the challenges businesses face and delivers fast credit decisions, including SBA 7(a) loans for property purchases. With terms up to 5 years and a focus on Southern and Central California, we are here to help businesses of all sizes reach their full potential. Our commitment to community reinvestment, diversity and inclusion, sustainability, and corporate governance is outlined in our 2022 Environmental Social Governance Report. Partner with us to take your business to the next level with personalized service and integrated solutions you won't find anywhere else.
2602 El Camino Real, Carlsbad, CA 92008, United States -
City National Bank
● OpenCity National Bank, located at 2011 Palomar Airport Road in Carlsbad, California, is a trusted institution offering a wide range of banking and financial services. Our experienced Relationship Managers are dedicated to providing personalized solutions to help our clients succeed. From personal and business banking to wealth management and software solutions, City National Bank is committed to helping our clients thrive. As a subsidiary of Royal Bank of Canada, we uphold a legacy of integrity and strong client relationships. Choose City National Bank for a customized banking experience that puts your needs first. Visit us today to learn more about how we can help you achieve your financial goals.
2011 Palomar Airport Rd Suite 100, Carlsbad, CA 92011, United States -
Torrey Pines Bank
● OpenTorrey Pines Bank, located at 2760 Gateway Road in Carlsbad, California, is a trusted financial institution offering a wide range of banking and financial services. With a focus on personalized service and attention to their clients' needs, Torrey Pines Bank is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking for a checking account, savings account, loans, or investment services, Torrey Pines Bank has the expertise and resources to meet your needs. Visit their branch today to experience quality financial services in a welcoming and professional environment.
2760 Gateway Rd, Carlsbad, CA 92009, United States -
First Citizens Bank
● OpenFirst Citizens Bank is a trusted financial institution located at 6088 Innovation Way in Carlsbad, California. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. From personal and business banking to loans and investments, our experienced team is dedicated to helping you achieve your financial goals. Visit us today to experience the exceptional service and expertise that sets us apart as a leader in the finance industry.
6088 Innovation Way, Carlsbad, CA 92009, United States -
MyPoint Credit Union Carlsbad
● OpenMyPoint Credit Union Carlsbad is a trusted financial institution located at 2610 El Camino Real in Carlsbad, California, United States. As a credit union, we offer a variety of banking and financial services to our members, including savings accounts, checking accounts, loans, and more. Our dedicated team is committed to providing personalized and efficient service to help our members achieve their financial goals. Visit us today to experience the difference of banking with MyPoint Credit Union Carlsbad.
2610 El Camino Real A, Carlsbad, CA 92008, United States -
California Bank & Trust
● OpenCalifornia Bank & Trust is a trusted financial institution located at 2501 Palomar Airport Road in Carlsbad, California. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, investments, and more. Our convenient ATM services are available 24/7 for your banking needs. With a commitment to providing excellent customer service and innovative financial solutions, California Bank & Trust is dedicated to helping our clients achieve their financial goals. Visit us today to experience the difference of banking with California Bank & Trust.
2501 Palomar Airport Rd, Carlsbad, CA 92011, United States -
U.S. Bank - Wealth Management Banker: Art Sarkisyan
● OpenU.S. Bank's Wealth Management Banker, Art Sarkisyan, is dedicated to providing personalized financial services to clients in Carlsbad, California. Located at 770 Carlsbad Village Drive, Art Sarkisyan offers expert advice and guidance on wealth management strategies, investment opportunities, and financial planning. With a focus on building long-term relationships and helping clients achieve their financial goals, U.S. Bank's Wealth Management Banker is committed to delivering exceptional service and support. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Art Sarkisyan is here to help you navigate the complexities of the financial world. Contact U.S. Bank's Wealth Management Banker today to schedule a consultation and take the first step towards a secure financial future.
770 Carlsbad Village Dr, Carlsbad, CA 92008, United States -
California Bank & Trust
● OpenWelcome to California Bank & Trust, located at 675 Carlsbad Village Drive in the heart of Carlsbad, California. As a trusted financial institution, we are dedicated to providing exceptional banking services to our community. Whether you're looking for a convenient ATM, personal banking solutions, or expert financial advice, our team is here to assist you with all your banking needs. At California Bank & Trust, we offer a wide range of services tailored to meet the unique financial goals of individuals and businesses alike. Our offerings include personal and business banking, loans, investment services, and wealth management. With a commitment to customer satisfaction and financial expertise, we strive to help you make informed decisions to secure your financial future.
675 Carlsbad Village Drive, Carlsbad, California 92008, United States -
U.S. Bank ATM - Carlsbad
● OpenWelcome to the U.S. Bank ATM located at 770 Carlsbad Village Drive in beautiful Carlsbad, California. Our ATM provides convenient access to your banking needs, whether you're withdrawing cash, checking your balance, or managing your accounts. At U.S. Bank, we offer a range of financial services designed to simplify your banking experience. Our Bank Smartly Checking® account provides a secure and straightforward way to manage your money, while our online checkout experience makes shopping effortless.
770 Carlsbad Village Drive, Carlsbad, California 92008, United States -
Chase Bank
● OpenWelcome to Chase Bank at 699 Grand Avenue, Carlsbad, California 92008. As a leading institution in the fields of banking, finance, and ATM services, Chase Bank is committed to providing exceptional financial solutions tailored to meet your needs. Our Carlsbad branch offers a comprehensive range of services, including personal and business banking, investment guidance, and wealth management. With Business Banking, you’ll receive expert advice from a team of professionals who specialize in enhancing cash flow, providing credit solutions, and managing payroll. Additionally, we offer online and mobile banking services, business credit cards, and payment solutions designed specifically for businesses.
699 Grand Avenue, Carlsbad, California 92008, United States -
U.S. Bank Branch
● OpenWelcome to U.S. Bank Branch located at 770 Carlsbad Village Drive in the heart of Carlsbad, California. As a trusted name in banking and finance, we are committed to providing exceptional service and comprehensive financial solutions to meet all your personal and business needs. Our Carlsbad branch offers a wide range of services, including personal banking, business banking, loans, mortgages, investment advice, and wealth management. Our team of experienced professionals is dedicated to helping you achieve your financial goals with personalized attention and expert guidance. Visit us today to experience the friendly and efficient service that sets U.S. Bank apart. Whether you're opening a new account, seeking financial advice, or managing your daily banking needs, we're here to assist you every step of the way.
770 Carlsbad Village Drive, Carlsbad, California 92008, United States -
Bank of America (with Drive-thru ATM)
● OpenWelcome to Bank of America, conveniently located at 645 Carlsbad Village Drive in the heart of Carlsbad, California. As a leading financial institution, we are committed to providing exceptional banking services tailored to meet your financial needs. Our branch offers a comprehensive range of services, including personal and business banking, loans, credit cards, and investment guidance. For added convenience, our location features a drive-thru ATM, allowing you to manage your finances quickly and efficiently without leaving your vehicle. Whether you need to withdraw cash, deposit checks, or check your account balance, our state-of-the-art ATM is available 24/7 to serve you.
645 Carlsbad Village Drive, Carlsbad, California 92008, United States -
Tommy Hilfiger
● OpenTommy Hilfiger is a clothing store located at 5610 Paseo Del Norte, Carlsbad, California, United States. They offer a wide range of classic, American cool style clothing for both men and women, including boots, shoes, and accessories. With a focus on reinventing fashion icons of prep, nautical, sport, and rock-n-roll, Tommy Hilfiger delivers modern twists on tradition. From October 20th to October 26th, customers can enjoy 40% off their entire purchase online at Tommy.com. Exclusions may apply, so be sure to check with an associate for details. Additionally, Tommy Hilfiger offers banking services for personal and business needs. Hilfiger Club members can also qualify for a $250 Travel Credit by spending $250 or more in a single transaction at participating stores. Don't miss out on this limited-time offer valid until December 1st, 2021.
5610 Paseo Del Norte Ste 117, Carlsbad, CA 92008, United States -
Katie Beach Harlan - State Farm Insurance Agent
● OpenKatie Beach Harlan - State Farm Insurance Agent is a reputable insurance agency located at 531 Encinitas Boulevard in Encinitas, California. The agency, led by second-generation State Farm Agent Katie Beach-Harlan, has been serving the community for over 10 years. Katie, a North County San Diego native, is dedicated to providing exceptional insurance and financial services to clients in Encinitas, Cardiff, Carlsbad, San Marcos, Rancho Santa Fe, and surrounding areas. The agency offers a variety of insurance services including car, truck, motorcycle, motorhome/RV, business auto, commercial auto, homeowners, condo, renters, and more. They also provide life insurance, banking services, health insurance, and relocation assistance. With a team of experienced professionals, Katie Beach-Harlan State Farm is committed to meeting the unique needs of each client and building lasting relationships with the community.
531 Encinitas Blvd STE 119, Encinitas, CA 92024, United States -
Tim Giblin - State Farm Insurance Agent
● OpenTim Giblin - State Farm Insurance Agent is a renowned insurance agency located at 133 South Escondido Boulevard in Escondido, California. Situated between Grand Ave and 2nd Ave in the Red & White building next to Union Bank, Tim Giblin's State Farm has been serving the community since 1977. Specializing in Auto Insurance, Life Insurance, Health Insurance, and Pet Insurance, Tim Giblin and his team are dedicated to providing outstanding customer service and ensuring that you and your loved ones are well-protected. With a strong commitment to continuous improvement, Tim Giblin's State Farm has earned recognition for its exceptional customer satisfaction and looks forward to continuing its mission of providing top-notch insurance services in 2024. As a local State Farm Insurance Agent for Escondido and surrounding areas including Rancho Santa Fe, Carlsbad, and Oceanside, Tim Giblin is passionate about educating his customers on the importance of having the right insurance coverage in place.
133 S Escondido Blvd, Escondido, CA 92025, United States -
SDCCU La Costa Branch
● OpenSDCCU La Costa Branch is a convenient financial institution located at 7630 Via Campanile in Carlsbad, California. As part of San Diego County Credit Union (SDCCU), this branch offers a range of banking services including ATM access, personal and business banking, loans, and financial planning. Whether you're looking to deposit funds, withdraw cash, or speak with a financial advisor, SDCCU La Costa Branch is here to help you achieve your financial goals. Visit us today to experience top-notch customer service and secure banking options.
7630 Via Campanile #138, Carlsbad, CA 92009, United States -
eCapital
● OpeneCapital is a leading financial institution located in Carlsbad, California. As a bank specializing in providing innovative financial solutions, eCapital is dedicated to helping individuals and businesses achieve their financial goals. With a focus on customer service and personalized financial advice, eCapital offers a wide range of banking and finance services to meet the diverse needs of its clients. Whether you are looking for a loan, investment opportunities, or simply need assistance with managing your finances, eCapital is committed to providing you with the resources and support you need to succeed. Visit us at 5928 Pascal Court to learn more about how eCapital can help you secure your financial future.
5928 Pascal Court Suite 200, Carlsbad, CA 92008, United States -
Mission Fed Credit Union
● OpenMission Fed Credit Union is a trusted financial institution located at 710 Carlsbad Village Drive in Carlsbad, California. As a credit union, we are dedicated to providing our members with exceptional banking services and personalized financial solutions. Whether you need access to our convenient ATMs, want to open a new account, or require assistance with financial planning, our team of experts is here to help. Join Mission Fed Credit Union today and experience the benefits of banking with a community-focused institution.
710 Carlsbad Village Dr, Carlsbad, CA 92008, United States -
Ducerus
● OpenDucerus is a renowned institution located at 6790 Embarcadero Lane in Carlsbad, California, United States. As a leading finance university, Ducerus offers a wide range of programs and resources to help students gain knowledge and skills in the field of finance. With experienced faculty and state-of-the-art facilities, Ducerus is committed to providing a top-notch education and preparing students for successful careers in the finance industry. Whether you are looking to start a career in finance or advance your current one, Ducerus is the perfect place to achieve your academic and professional goals.
6790 Embarcadero Ln #100, Carlsbad, CA 92011, United States -
Walt Waggener - State Farm Insurance Agent
● OpenWalt Waggener - State Farm Insurance Agent is a reputable insurance agency located at 2710 Loker Avenue West, Carlsbad, California. Since 1971, Walt has been providing excellent service in auto, home, renters, business, life, and health insurance for businesses and families. His practice is built on integrity and he is actively involved in serving his community through various organizations. Walt graduated from the University of La Verne with a Bachelors in Economics and has a wealth of experience in insurance and retirement planning. The team at Walt Waggener - State Farm Insurance Agent is dedicated to helping you manage risks, recover from the unexpected, and achieve your dreams. Give them a call for great service in all your insurance needs. Please note that sensitive personal information should not be shared on the website for your protection. Life Insurance and annuities are issued by State Farm Life Insurance Company, and State Farm VP Management Corp. is a separate entity providing banking and insurance products. Remember that neither State Farm nor its agents provide tax or legal advice, so it's best to consult a professional for personalized guidance.
2710 Loker Ave W Ste 210, Carlsbad, CA 92010, United States -
Wale Advisory Group
● OpenWale Advisory Group is a reputable finance institution located at 5860 Owens Avenue in Carlsbad, California, United States. Specializing in providing expert financial advice and services, Wale Advisory Group assists individuals and businesses in managing their investments, planning for the future, and achieving their financial goals. With a team of experienced professionals, the institution offers personalized solutions tailored to each client's unique needs and objectives. Trust Wale Advisory Group to guide you towards financial success and security.
5860 Owens Ave #230, Carlsbad, CA 92008, United States -
Gottlieb Wealth Management
● OpenGottlieb Wealth Management is a finance institution located at 2173 Salk Avenue in Carlsbad, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Gottlieb Wealth Management is committed to guiding you every step of the way.
2173 Salk Ave Suite 250, Carlsbad, CA 92008, United States -
Merrill Lynch Financial Advisor Damon Skinner
● OpenMerrill Lynch Financial Advisor Damon Skinner, located at 1000 Aviara Parkway in Carlsbad, California, is a finance institution dedicated to helping clients manage their wealth through personalized strategies tailored to their individual needs and goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Damon Skinner works closely with clients to develop a comprehensive financial plan that evolves with their changing circumstances. By focusing on what matters most to each client, Damon Skinner aims to provide premier customer service, financial tools, and solutions that address their unique financial concerns. With a commitment to community involvement and a deep understanding of behavioral finance, Merrill Lynch Financial Advisor Damon Skinner is dedicated to helping clients pursue their financial goals and aspirations, no matter how they may change over time.
1000 Aviara Pkwy STE 200, Carlsbad, CA 92011, United States -
Stifel | Evan Hennessy
● OpenStifel | Evan Hennessy is a reputable finance institution located at 5780 Fleet Street in Carlsbad, California, United States. With a focus on providing top-notch financial services, they offer a wide range of investment solutions and personalized financial planning strategies to help clients achieve their financial goals. The team at Stifel | Evan Hennessy is dedicated to providing expert guidance and exceptional customer service, making them a trusted partner for individuals and businesses seeking financial stability and growth.
5780 Fleet St, Carlsbad, CA 92008, United States -
Merrill Lynch Financial Advisor Randy J Taylor
● OpenMerrill Lynch Financial Advisor Randy J. Taylor, located at 1000 Aviara Parkway in Carlsbad, California, is dedicated to helping clients prioritize and pursue their financial goals. With 17 years of experience in the financial services industry, Randy holds the Chartered Retirement Planning Counselor designation and is committed to providing a disciplined, purposeful, and tax-efficient wealth management process. As the founding member of the Merrill Lynch Wealth Management team, “Taylor & Associates,” Randy works closely with business owners, executives, physicians, families, and beneficiaries of generational wealth. He believes in a team-based approach to provide clients with a robust client experience and has built a team of competent professionals to assist clients with their financial needs.
1000 Aviara Pkwy STE 200, Carlsbad, CA 92011, United States
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