TOP 30 Personalized banking services in Roseville, California
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First Bank
● ClosedFirst Bank, located at 401 Vernon Street in Roseville, California, is a full-service institution offering ATM, banking, and financial services. With Personal eBanking and the First Bank On The Go Mobile App, customers can easily access their account balances and manage their finances on the go. Some consumer accounts are eligible for online account opening, or customers can visit a branch to establish an account. Resources are available to help customers achieve their financial goals, and First Bank prides itself on helping customers write their own success stories. The institution values family and community, always ensuring that they are there for each other. Please note that by visiting external third-party websites, you are leaving the First Bank website, and First Bank is not responsible for the content, security, or privacy policies of these sites.
401 Vernon St, Roseville, CA 95678, United States -
First Bank
● ClosedFirst Bank, located at 1625 Douglas Boulevard in Roseville, California, is a full-service financial institution offering ATM, banking, and finance services. With Personal eBanking and the First Bank On The Go Mobile App, customers can easily access their accounts and view balances. Some consumer accounts are eligible for online account opening, and customers can visit a branch to establish an account. The institution also offers resources to help customers achieve their financial goals. At First Bank, our success is measured by helping you achieve financial success. We believe in the importance of family and being there for each other. Please note that by leaving the First Bank website to visit external third-party sites, First Bank is not responsible for the content, security, or privacy policies on those sites.
1625 Douglas Blvd, Roseville, CA 95661, United States -
Golden 1 Credit Union - Roseville Pleasant Grove
● ClosedGolden 1 Credit Union - Roseville Pleasant Grove is a trusted financial institution located at 741 Pleasant Grove Boulevard in Rocklin, California. As a full-service credit union, they provide a wide range of banking services including savings accounts, loans, and investment options. Whether you're looking to manage your finances or access cash through their ATMs, Golden 1 Credit Union is dedicated to helping you achieve your financial goals. Visit their branch today to experience friendly customer service and convenient banking solutions.
741 Pleasant Grove Blvd Suite 100, Rocklin, CA 95677, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center located at 9075 Woodcreek Oaks Boulevard in Roseville, California, offers a wide range of banking and financial services. Whether you need to make transactions on the go or seek personalized financial advice, our team of specialists is here to help. By providing your mobile number, you can receive text messages with important updates and information. With our convenient walk-up ATM, you can easily access your funds and manage your accounts. Make an appointment to discuss your financial goals with one of our experts or use our online help center for assistance. Our Mobile Banking app allows you to securely manage and pay your bills in one place. Whatever your financial needs may be, the Bank of America Financial Center in Roseville is here to support you on your financial journey.
9075 Woodcreek Oaks Blvd Suite 110, Roseville, CA 95747, United States -
Tri Counties Bank Business Banking Center
● ClosedThe Tri Counties Bank Business Banking Center is a convenient and reliable institution located at 3700 Douglas Boulevard in Roseville, California, United States. As a trusted provider of financial services, this center offers a range of banking solutions for businesses, including ATMs for easy access to cash and other financial transactions. Whether you are a small business owner or a large corporation, Tri Counties Bank is dedicated to helping you achieve your financial goals with personalized service and expert advice. Visit the Business Banking Center today to experience the convenience and professionalism that Tri Counties Bank has to offer.
3700 Douglas Blvd, Roseville, CA 95661, United States -
Umpqua Bank
● ClosedUmpqua Bank, located at 2998 Douglas Boulevard in Roseville, California, is dedicated to building economic vitality by prioritizing people and communities. Whether you need personal, business, or private banking services, Umpqua is here to help both in person and online. They offer a range of financial solutions for businesses, including checking, savings, loans, credit cards, and various financing options such as lines of credit and SBA loans. Umpqua also provides expert analysis and additional services like cash management to support their business customers in reaching their goals. For homebuyers, Umpqua offers a variety of loan products, including special offerings for veterans, first-time homebuyers, and physicians. With over 50 years of experience in providing home loans, Umpqua is committed to helping customers through the entire home buying process. In addition to in-person services, Umpqua offers online and mobile banking options for convenient access to banking needs. As a Member FDIC and Equal Housing Lender, Umpqua Bank is dedicated to supporting individuals and businesses in achieving their financial goals.
2998 Douglas Blvd Suite 100, Roseville, CA 95661, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center located at 2221 Douglas Boulevard in Roseville, California, is a full-service bank and financial institution. Offering a wide range of services including personal and business banking, loans, investments, and wealth management, Bank of America is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and cutting-edge technology, customers can expect top-notch service and support. Whether you're looking to open a checking account, apply for a mortgage, or plan for retirement, the Bank of America Financial Center in Roseville is here to help.
2221 Douglas Blvd, Roseville, CA 95661, United States -
First Northern Bank
● ClosedFirst Northern Bank is a trusted financial institution located at 2270 Douglas Boulevard in Roseville, California. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Our friendly and knowledgeable staff are dedicated to providing personalized service and helping our customers achieve their financial goals. Whether you're looking for a checking account, savings account, mortgage, or investment services, First Northern Bank has you covered. Visit us today and experience the difference of banking with a community-focused institution.
2270 Douglas Blvd #100, Roseville, CA 95661, United States -
Tri Counties Bank
● ClosedTri Counties Bank, located at 3700 Douglas Boulevard in Roseville, California, is a trusted financial institution offering a range of services to help you manage your money and grow your business. Whether you need a Business Line of Credit, want to use the equity in your home for various purposes, or simply need to order new checks, Tri Counties Bank has you covered. Enroll in eStatements through Online Banking for convenience, and take advantage of special rates for a variety of financial needs. With a focus on customer service and community involvement, Tri Counties Bank is committed to providing excellent service to its customers. Visit us today to see how we can help you achieve your financial goals.
3700 Douglas Blvd, Roseville, CA 95661, United States -
First Foundation Bank
● ClosedFirst Foundation Bank is a financial institution located at 2233 Douglas Boulevard in Roseville, California, United States. As a member of FDIC and an Equal Housing Lender, First Foundation Bank offers a variety of deposit and loan products to meet your financial needs. Additionally, First Foundation Advisors, an SEC-Registered Investment Advisor, provides investment and advisory services. Trust and insurance services are also available through First Foundation Bank. Please note that by accessing certain links, you may be leaving First Foundation's website and entering a third-party site. It is important to review the privacy and security policies of the new website as they may differ from those of First Foundation Bank.
2233 Douglas Blvd # 300, Roseville, CA 95661, United States -
Mechanics Bank - North Roseville Branch
● ClosedMechanics Bank - North Roseville Branch is a trusted financial institution located at 721 Pleasant Grove Boulevard in Roseville, California. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make it easy for customers to access their funds 24/7. With a commitment to providing excellent customer service and personalized financial solutions, Mechanics Bank is dedicated to helping our clients achieve their financial goals. Visit us today to experience the difference of banking with Mechanics Bank.
721 Pleasant Grove Blvd Suite 100, Roseville, CA 95678, United States -
Golden 1 Credit Union - Roseville
● ClosedGolden 1 Credit Union in Roseville is a trusted financial institution located at 1701 Santa Clara Drive in Roseville, California. As a member of this credit union, you have access to a wide range of financial services including banking, loans, and ATMs. With a focus on providing excellent customer service and competitive rates, Golden 1 Credit Union is dedicated to helping you achieve your financial goals. Visit their branch in Roseville today to learn more about how they can assist you with your banking and finance needs.
1701 Santa Clara Dr STE 120, Roseville, CA 95661, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a reputable finance institution located at 3001 Douglas Boulevard in Roseville, California, United States. With a strong presence in the financial industry, UBS offers a wide range of financial services to individuals, businesses, and institutions. Their team of experienced professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, wealth planning, or retirement services, UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world and secure your financial future.
3001 Douglas Blvd #160, Roseville, CA 95661, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a finance institution located at 8000 Foothills Boulevard in Roseville, California. As a part of the Raymond James network, this institution offers a wide range of financial services to individuals, families, and businesses. With a focus on personalized financial planning and investment strategies, Raymond James Financial Services aims to help clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, wealth management, or investment advice, the experienced professionals at Raymond James Financial Services are dedicated to providing expert guidance and tailored solutions to meet your specific needs.
8000 Foothills Blvd, Roseville, CA 95747, United States -
All American Financial Services
● ClosedAll American Financial Services is a trusted finance institution located at 515 Riverside Avenue in Roseville, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. Whether you need assistance with investments, loans, or financial planning, we are here to help. With a commitment to excellence and personalized service, All American Financial Services is the go-to destination for all your financial needs. Contact us today to learn more about how we can assist you in achieving your financial goals.
515 Riverside Ave, Roseville, CA 95678, United States -
Eskaton Kennedy Manor
● ClosedEskaton Kennedy Manor is a senior living community located in Willows, California, just minutes from Interstate 5. Situated on almost five acres of beautifully landscaped grounds, the Manor offers walking paths, park benches, a covered patio, and lighting for evening strolls. Close to banks, medical services, shopping, and public transportation, Eskaton Kennedy Manor provides convenience and comfort for its residents. To apply for housing at Eskaton Kennedy Manor, simply print and complete the Application for Housing forms and mail them to the address provided. To get a better sense of the community, schedule a tour with one of the residential living advisors. Health and safety are top priorities, and the Manor follows recommended guidelines to ensure a safe and personalized experience for visitors, residents, and staff. For more information on arranging a visit or taking a virtual tour, please call 530-934-3535.
714 N Humboldt Ave, Willows, CA 95988, United States -
Sacramento Credit Union
● ClosedSacramento Credit Union, located at 800 H Street in Sacramento, California, is a trusted institution offering a variety of financial services to individuals and businesses in El Dorado, Placer, Sacramento, Solano, Sutter, Yolo, and Yuba Counties. We prioritize your financial security and safety, providing information on fraud prevention and personalized investment strategies to help you achieve your goals. Whether you're in the market for a new car, looking to purchase a home, or planning for your child's education, Sacramento Credit Union has the loan options to fit your budget and lifestyle. Our services include Home Loans, Auto Loans, Checking Accounts, Savings Accounts, Credit Cards, Investment Services, and more.
800 H St, Sacramento, CA 95814, United States -
Sierra Central Credit Union
● ClosedSierra Central Credit Union is a trusted financial institution located at 306 North Sunrise Avenue in Roseville, California, United States. As a credit union, we offer a wide range of banking and financial services to our members, including savings accounts, checking accounts, loans, and investment options. Our mission is to provide personalized, quality service to help our members achieve their financial goals. Visit us today to experience the difference of banking with Sierra Central Credit Union.
306 N Sunrise Ave, Roseville, CA 95661, United States -
California Community Credit Union
● ClosedCalifornia Community Credit Union is a trusted financial institution located at 130 Sunrise Avenue in Roseville, California. As a member-owned credit union, we prioritize the financial well-being of our members and the communities we serve. Our services include savings accounts, checking accounts, loans, mortgages, and more. With a focus on building strong relationships and providing personalized financial solutions, we are dedicated to helping our members achieve their financial goals. Visit us today to experience the difference of banking with a community-focused credit union.
130 Sunrise Ave, Roseville, CA 95661, United States -
Sacramento Credit Union
● ClosedSacramento Credit Union, located at 8351 Elk Grove Boulevard in Elk Grove, California, is a trusted financial institution offering a range of services including ATM access and finance options. Serving residents and businesses in El Dorado, Placer, Sacramento, Solano, Sutter, Yolo, and Yuba Counties, we prioritize your financial security and safety by staying informed about fraud prevention. Our dedicated team is committed to helping you achieve your financial goals, whether it's through personalized investment strategies, auto loans with low rates, home loans tailored to your needs, or savings plans for education. With branches in Sacramento, Elk Grove, Roseville, Folsom, and Fair Oaks, we offer a variety of banking services such as checking and savings accounts, credit cards, and investment services. Rest assured, Sacramento Credit Union is federally insured by the NCUA for your peace of mind.
8351 Elk Grove Blvd, Elk Grove, CA 95758, United States -
First Tech Federal Credit Union
● ClosedFirst 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.
8000 Foothills Blvd Bldg R4, Roseville, CA 95747, United States -
Sacramento Credit Union
● ClosedSacramento Credit Union, located at 3102 Arden Way in Sacramento, California, is a trusted financial institution serving individuals and businesses in El Dorado, Placer, Sacramento, Solano, Sutter, Yolo and Yuba Counties. With a focus on financial security and safety, Sacramento Credit Union offers a range of services including ATM access, finance options, auto loans, home loans, investment services, and more. Their dedicated team of financial advisors work with clients to create personalized savings plans and investment strategies to help them reach their goals. Whether you're looking to purchase a new home, buy a car, save for education, or simply manage your finances, Sacramento Credit Union is here to assist you every step of the way. Visit one of their branches in Sacramento, Elk Grove, Roseville, Folsom, or Fair Oaks, or bank online to experience their exceptional customer service and commitment to helping you achieve financial success. Sacramento Credit Union is federally insured by the NCUA and prioritizes the privacy and security of their members. Please note that by clicking on any external links, you are leaving Sacramento Credit Union's website and may be subject to different privacy and security policies.
3102 Arden Wy, Sacramento, CA 95825, United States -
The Rodney Rose Mortgage Team
● ClosedThe Rodney Rose Mortgage Team is a leading finance and real estate agency located at 915 Highland Pointe Drive in Roseville, California, United States. With a dedicated team of professionals, they specialize in providing personalized mortgage solutions to help clients achieve their homeownership goals. Whether you are a first-time homebuyer or looking to refinance your current mortgage, The Rodney Rose Mortgage Team is committed to providing exceptional service and expertise to guide you through the process. Contact them today to learn more about their services and how they can help you secure the perfect mortgage for your needs.
915 Highland Pointe Dr STE 250, Roseville, CA 95678, United States -
Patelco Credit Union
● ClosedPatelco Credit Union is a trusted financial institution located at 5040 Foothills Boulevard in Roseville, California. As a member-owned credit union, we offer a wide range of banking and financial services to help our members achieve their financial goals. From savings and checking accounts to loans and mortgages, we are committed to providing personalized service and competitive rates. Visit us today to experience the Patelco difference and see how we can help you secure your financial future.
5040 Foothills Blvd, Roseville, CA 95747, United States -
SAFE Credit Union
● ClosedSAFE Credit Union is a trusted financial institution located at 1541 Blue Oaks Boulevard in Roseville, California. As a member-owned credit union, SAFE is dedicated to providing personalized banking and financial services to its members. With a focus on community involvement and financial education, SAFE Credit Union offers a wide range of products and services, including checking and savings accounts, loans, mortgages, and investment options. Whether you're looking to save for the future, buy a home, or plan for retirement, SAFE Credit Union is committed to helping you achieve your financial goals.
1541 Blue Oaks Blvd Ste. 100, Roseville, CA 95747, United States -
Sacramento Credit Union
● ClosedSacramento Credit Union, located at 3660 Bradshaw Road in Sacramento, California, is a trusted financial institution serving individuals and businesses in El Dorado, Placer, Sacramento, Solano, Sutter, Yolo, and Yuba Counties. With a focus on financial security and safety, Sacramento Credit Union offers a range of services including ATM access, finance options, home loans, auto loans, checking and savings accounts, credit cards, investment services, and more. Our dedicated team of financial advisors is committed to helping you meet your financial goals, whether you're saving for education, purchasing a new home, or planning for retirement. We take the time to listen to your needs and create personalized strategies to help you achieve success.
3660 Bradshaw Rd, Sacramento, CA 95827, United States -
Gabriel Alvarez, Bankers Life Agent
● ClosedGabriel Alvarez, Bankers Life Agent is an insurance agency located at 1544 Eureka Road in Roseville, California. Specializing in providing comprehensive insurance solutions, Gabriel Alvarez and his team offer personalized service to help clients protect their financial future. With a focus on building long-lasting relationships, they strive to understand each client's unique needs and goals to provide tailored insurance plans. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Gabriel Alvarez, Bankers Life Agent is dedicated to helping you secure peace of mind for the future.
1544 Eureka Rd #150, Roseville, CA 95661, United States -
Merrill Lynch Financial Advisor Ali R Coleman
● ClosedMerrill Lynch Financial Advisor Ali R Coleman, located at 2998 Douglas Boulevard, Roseville, California, United States, is a trusted finance institution dedicated to managing your wealth by creating personalized strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Ali Coleman and the team at Merrill Lynch Wealth Management work to help you pursue your aspirations through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Ali Coleman follows the deep-seated Merrill tradition of building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and focused on what you want to achieve.
2998 Douglas Blvd, Roseville, CA 95661, United States -
Merrill Lynch Financial Advisor Jay A Johnson
● ClosedMerrill Lynch Financial Advisor Jay A Johnson is a finance institution located at 2998 Douglas Boulevard, Roseville, California, United States. Jay A Johnson is a Certified Plan Fiduciary Advisor who takes the time to understand you, your family, and your financial situation. With a focus on delivering excellent service, Jay helps you build a personalized financial plan centered on your goals and priorities. By participating in the community and volunteering with local organizations, Jay follows the Merrill tradition of giving back. Through the Merrill Personal Wealth Analysis™, Jay can help you manage, grow, and preserve your wealth while considering the impact for years to come. By getting to know you personally and understanding your goals, Jay can design and implement a personalized plan to help you pursue financial success. With access to investment insights from Merrill and banking solutions from Bank of America, Jay works with you to develop a financial approach tailored to your needs. Through regular check-ins and adjustments to your financial approach, Jay helps you stay on track to achieve your goals. As a Merrill Lynch Wealth Management Advisor, Jay prioritizes your goals and provides personalized investment strategies to address your needs. With a focus on putting you first, Jay is dedicated to helping you live your best financial life. Contact Jay Johnson for personalized financial guidance and strategies tailored to your unique situation.
2998 Douglas Blvd, Roseville, CA 95661, United States -
Merrill Lynch Financial Advisor Sean M Lucas
● ClosedMerrill Lynch Financial Advisor Sean M Lucas is a finance institution located at 2998 Douglas Boulevard, Roseville, California, United States. Sean M Lucas, Wealth Management Advisor, Senior Vice President, has been in the financial services industry since 1995. The institution offers personalized wealth management strategies tailored to individual needs, with a focus on listening and informed decision-making. The Merrill Personal Wealth Analysis™ helps build personalized plans centered around goals and objectives. The team at Merrill Lynch Wealth Management works closely with clients to create customized financial strategies with measurable goals, adjusting them over time as needed. With a commitment to customer service, Merrill Lynch offers investment insights and access to credit and lending capabilities through Bank of America to address various financial challenges. By understanding clients' goals, priorities, and risk tolerance, the team provides thoughtful advice and guidance to help achieve financial success. Regular reviews and adjustments are made to ensure clients stay on track towards their goals. The institution emphasizes the importance of building a relationship with a team of dedicated advisors who can help navigate the financial landscape. The institution offers a range of services, including investment strategies, financial planning, and comprehensive financial solutions. Sean Lucas is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and The American College of Financial Services. It is important to consult legal and tax advisors before making any financial decisions. Merrill offers a variety of services, but it is essential to consider individual investment objectives and needs. Investing involves risk, and past performance does not guarantee future results.
2998 Douglas Blvd, Roseville, CA 95661, United States
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