TOP 30 Personalized banking services in San Jose, California

122 results found

Montana Capital Car Title Loans is a finance institution located at 210 San Jose Avenue in San Jose, California. Whether you apply online or by phone, we are here to help you secure a fast cash loan using your car title as collateral. Depending on the value of your car and your ability to repay, you could receive up to $50,000. Your funds can be sent directly to your bank account, debit card, or picked up at a nearby MoneyGram location. In addition, our customers can take advantage of GPS installation and removal services at Custom Car Audio, located at 210 San Jose Ave Suite B. San Jose has a rich history, being the first non-military town in California and the first state capital. Today, it is known as "the Capital of Silicon Valley" and is home to numerous high tech companies.

Technology Credit Union, located at 2010 North First Street in San Jose, California, is a financial institution that offers a variety of services including ATM access and finance options. With a competitive 4.50% APY on short-term certificates and a minimum deposit of only $1,000, members can easily access their money while earning a high return. The institution is federally insured by NCUA, providing peace of mind to customers. Tech CU offers low or no fee checking and savings accounts, as well as adjustable-rate mortgages with lower rates and fees for home purchases or refinancing. Customers can also meet with a Tech CU Banker virtually for quick and convenient service, including applying for loans and asking questions. Multiple security layers ensure the highest level of security for all transactions.

KeyPoint Credit Union is a financial institution located in San Jose, California, United States. We are dedicated to helping our members thrive financially throughout all stages of life. Our commitment to the community goes beyond just providing financial services – we actively invest in the communities we serve by fostering financial literacy, volunteering to help those in need, and contributing to charitable organizations. Join KeyPoint Credit Union and experience the difference of banking with a financial institution that truly cares about your financial well-being.

Montana Capital Car Title Loans, located at 1029 Blossom Hill Road in San Jose, California, offers fast and secure cash loans based on the value of your car. You can apply online or by phone and potentially receive up to $50,000 depending on your car's worth and repayment ability. Your funds can be deposited directly to your bank account, debit card, or picked up at a MoneyGram location. Auto Sound & Security at the same address provides GPS installation and removal services for Montana Capital customers. San Jose, known as the cultural and economic hub of Silicon Valley, has a rich history and is the largest city in Northern California. If you're facing financial difficulties, a car title loan from Montana Capital in San Jose could provide a solution starting at $500. Simply fill out an online application to see if you qualify. Loans are issued by Simple Cash Loans, Inc. or lending partners, with credit decisions based on information from national databases. Loan terms and amounts vary by state, with funds intended for personal, family, and household use. Visit Montana Capital Car Title Loans in San Jose for fast and reliable financial assistance.

Patelco Credit Union is a trusted financial institution located at 5185 Cherry Avenue in San Jose, California. 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 dedicated team of professionals is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to learn more about how we can help you manage your money and plan for the future.

PremierOne Credit Union, located at 5353 Almaden Expressway in San Jose, California, is a trusted financial institution offering a wide range of banking and financial services. Whether you need to access an ATM, open a new account, or apply for a loan, PremierOne Credit Union is committed to providing personalized assistance and top-notch customer service. With a focus on community involvement and member satisfaction, PremierOne Credit Union is the premier choice for all your financial needs in the San Jose area.

Meriwest Credit Union is a trusted financial institution located at 1795 Hillsdale Avenue in San Jose, California. As a credit union, Meriwest offers a wide range of banking and financial services to its members, including checking and savings accounts, loans, mortgages, and investment options. With a focus on providing personalized service and competitive rates, Meriwest Credit Union is committed to helping individuals and businesses achieve their financial goals. Additionally, Meriwest Credit Union also offers convenient ATM services for easy access to cash and account management. Visit Meriwest Credit Union today to experience the benefits of membership and secure your financial future.

KeyPoint Credit Union is a financial institution located at 1055 East Brokaw Road in San Jose, California. We offer a range of financial services, including ATM access and traditional banking services. At KeyPoint Credit Union, we are dedicated to helping our members thrive financially throughout all stages of life. We believe in investing in the communities we serve, promoting financial literacy, volunteering to help those in need, and contributing to charitable organizations. Join KeyPoint Credit Union and experience the difference in personalized, community-focused banking.

Excite Credit Union, located at 848-A Blossom Hill Road in San Jose, California, is a bank and financial institution that offers individualized advising through BALANCE with coaches who speak Spanish. These coaches can discuss a variety of topics including creating a budget, debt management, credit report review, home ownership education, and fraud and identity theft solutions. These services are free to Excite members and nonprofit affiliates. Excite Credit Union aims to help everyone build a financially stronger future by designing products that save you more money. As a credit union, Excite is owned by its members, ensuring that the institution always has their best interests in mind.

Citi is a renowned bank and financial institution located at 6079 Meridian Avenue in San Jose, California, United States. With a strong presence in the financial industry, Citi offers a wide range of banking services including personal and business accounts, loans, investments, and wealth management. Known for their innovative financial solutions and exceptional customer service, Citi is a trusted partner for individuals and businesses looking to achieve their financial goals. Visit Citi at their San Jose location to experience top-notch banking services and expertise.

Santa Clara County Federal Credit Union is a trusted financial institution located at 255 North White Road in San Jose, California, United States. As a full-service credit union, we offer a wide range of financial services including banking, ATM services, and various finance options. Our mission is to provide our members with personalized, high-quality financial solutions to help them achieve their financial goals. With a commitment to community involvement and member satisfaction, Santa Clara County Federal Credit Union is here to serve the residents of Santa Clara County and beyond.

PremierOne Credit Union is a trusted financial institution located at 6640 Vía del Oro in San Jose, California. As a full-service credit union, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient location and friendly staff make us the go-to choice for all your banking needs. Whether you're looking to withdraw cash from our ATM, apply for a loan, or simply manage your finances, PremierOne Credit Union is here to help you achieve your financial goals.

Commonwealth Central Credit Union is a trusted financial institution located at 5890 Silver Creek Valley Road in San Jose, California. As a credit union, we offer a wide range of banking and financial services to our members, including ATM access, savings accounts, loans, and more. Our dedicated team is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to experience the difference of banking with Commonwealth Central Credit Union.

Meriwest Credit Union is a trusted financial institution located at 5683 Cottle Road in San Jose, California. As a member-owned credit union, Meriwest offers a wide range of banking and financial services to help individuals and families achieve their financial goals. With a commitment to providing personalized service and competitive rates, Meriwest Credit Union is dedicated to helping its members thrive financially. Visit us today to experience the difference of banking with a credit union that puts your needs first.

OE Federal Credit Union is a trusted financial institution located at 3150 Almaden Expressway in San Jose, California. As a member-owned credit union, we are dedicated to providing personalized financial services and support to our members. Our goal is to help individuals and families achieve their financial goals through a variety of products and services, including savings accounts, loans, and online banking. With a focus on community and member satisfaction, OE Federal Credit Union is committed to delivering exceptional service and value to our members. Visit us today to learn more about how we can help you secure your financial future.

Magnolia Payday Loans is a finance institution located at 3510 West Carson Street in Torrance, California. If you are in need of a short-term loan in Torrance, CA, look no further than Magnolia Payday Loans. Our shop offers quick and easy payday loans of up to $500 without the hassle of traditional banks. We understand that unexpected expenses can arise, so we are here to help without asking too many questions. Our branch manager, Brenda Williams, is available to assist you with any questions or concerns. You can reach us at (310) 561-1646 or via email at brenda.williams@magnolia-loans.com. Our hours of operation are Monday-Friday from 08:00 AM – 09:00 PM and Saturday-Sunday from 09:00 AM – 07:00 PM.

12M Payday Loans is a finance institution located at 978 Inland Empire Boulevard, Ontario, California, United States. If you need money for unexpected expenses, 12M Payday Loans is here to provide a fast and reliable solution in any life situation. Whether you need a quick loan or check cashing service, we have got you covered. Our high-quality and fast service is designed to help you solve your urgent need for cash. We value your privacy and ensure a safe and fast process for all our customers. Our branch manager will provide you with all the information you need and process your requests quickly without compromising on quality. To make your loan request easier, we recommend asking upfront about the documents you need to bring. Our check cashing service allows you to cash checks in just a few minutes, including payroll checks and tax refunds, without the need for a bank account.

12M Payday Loans is a finance institution located at 11120 Rainier Court, Garden Grove, California, United States. Need money for unexpected expenses? No problem! 12M Payday Loans offers fast and reliable money solutions for any life situation. Whether you need a quick loan or check cashing service, we have you covered. Our high-quality and fast service is designed to help you solve your urgent need for cash. We value your privacy and ensure a safe and efficient process for all our customers. Our branch manager will provide you with all the information you need, including loan estimates and possible fees. We process requests quickly without compromising on quality. Before making a loan request, make sure to ask about the required documents to save time and stay organized.

Aleene "Ace" Althouse - State Farm Insurance Agent is a well-established insurance agency located at 1215 Mission Street in Santa Cruz, California. While online auto quoting is not available, customers can call, text, or visit the office for a personalized insurance quote. Aleene Althouse and her team are dedicated to serving all financial and insurance needs of the Santa Cruz County area. Aleene Althouse has been a State Farm agent since 2003 and holds a B.S. from California State University, San Jose. She is actively involved in the community, being a member of the Santa Cruz Chamber of Commerce, Santa Cruz Rotary, and a foster family for Native Animal Rescue. Aleene is a licensed private pilot and a long-time resident of Santa Cruz, with a passion for animals and wildlife rehabilitation.

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.

Mario Quezada - State Farm Insurance Agent is a reputable insurance agency located at 441 North First Street in San Jose, California. As we celebrate Distracted Driving Awareness Month, our team is dedicated to helping you understand the importance of being properly insured. With a wide range of insurance and financial products available, including auto, life, renters, and health insurance, we are committed to providing personalized assistance to meet your specific needs. Our experienced and multilingual team can assist customers in English, Spanish, Portuguese, French, and German. Our team of licensed professionals is passionate about helping customers find the right insurance products and financial services to navigate life's challenges. From rural road driving tips to protecting your pets from household hazards, we are here to offer guidance and support. Whether you are looking for insurance for your car, personal property, or banking products, Mario Quezada - State Farm Insurance Agent is here to assist you every step of the way.

Dennis Wei - State Farm Insurance Agent is an insurance agency located at 4990 Speak Lane, San Jose, California, United States. They offer customizable coverage plans to protect your family, belongings, and finances. With options for safe driving rewards, bundling discounts, and more, Dennis Wei can help you find the right solution for your needs. They offer auto insurance, homeowners insurance, renters insurance, personal articles policies, business insurance, life insurance, and health insurance. Additionally, they provide banking services through an alliance with U.S. Bank, offering checking, savings, CDs, retirement CDs, and credit cards. Contact Dennis Wei in San Jose to learn more about their insurance and banking products.

B & J Check Cashing is a trusted financial institution located at 2306 Almaden Road in San Jose, California, United States. We provide convenient and efficient check cashing services to help individuals access their funds quickly and easily. Our friendly staff is dedicated to providing excellent customer service and ensuring a smooth experience for all our clients. Whether you need to cash a paycheck, personal check, or business check, B & J Check Cashing is here to help. Visit us today to take care of all your financial needs.

Kohler Legacy Law Group is a trusted institution located in downtown Los Altos, California, United States. Our office is conveniently situated on the corner of Whitney Street and Third Street, just across from the 76 gas station and Comerica Bank. With underground parking accessible from Third Street and street parking available on Whitney Street, visiting us is easy and convenient. At Kohler Legacy Law Group, we specialize in estate planning and trust and estate administration services. Our mission is to help you create a personalized estate plan that reflects your unique legacy, ensuring that your wishes are carried out for generations to come. Whether you are located in Silicon Valley or the surrounding areas such as Los Altos Hills, Palo Alto, Saratoga, San Jose, Menlo Park, Redwood City, or San Mateo, we are here to assist you every step of the way.

Merrill Lynch Financial Advisor Behrooz Ighani, located at 560 South Winchester Boulevard, San Jose, California, is dedicated to helping you manage your wealth by creating a personalized financial strategy tailored to your goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Behrooz Ighani can assist you in pursuing your financial objectives through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Behrooz Ighani upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be developed and implemented to help you achieve financial success. By understanding your priorities and goals, Behrooz Ighani can provide thoughtful advice and guidance to help you pursue what matters most to you. With a focus on building a strong relationship through conversation, Behrooz Ighani aims to help you stay on track to achieve your goals. By getting to know you personally, Behrooz Ighani can design a financial approach that reflects your unique needs and priorities. With access to the latest investment insights and strategies, Behrooz Ighani is committed to helping you live your best financial life. Investing involves risk, and Behrooz Ighani is registered to do business in several states, including CA, NV, TX, WA, and WY. Prior to making any financial decisions, it is recommended to consult with legal and tax advisors. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. It is important to understand the differences between these services when selecting the right one for your financial needs. Merrill Lynch is a registered broker-dealer and investment adviser, and certain investment products are provided by affiliates of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a subsidiary of Bank of America Corporation. Trust, fiduciary, and insurance services are also available through Merrill Lynch. Let Behrooz Ighani help you navigate the complexities of your financial life and work towards achieving your goals.

Merrill Lynch Financial Advisor Michelle Yeh is a finance institution located at 560 South Winchester Boulevard, San Jose, California, United States. Michelle Yeh is dedicated to helping clients attain their financial goals and improve their quality of life. With a background in personal banking and wealth management, Michelle offers a customized wealth management approach that is flexible and tailored to each client's needs. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Michelle addresses various aspects of clients' financial lives. She is passionate about delivering excellent service and helping clients pursue their goals. Michelle is actively involved in the community and volunteers with organizations in the Bay Area. She believes in building personalized plans centered on clients' goals and priorities, and she utilizes the Merrill Personal Wealth Analysis™ to help clients achieve their aspirations. Through thoughtful conversations and understanding of clients' preferences, Michelle develops financial approaches that align with clients' values and objectives. She believes in staying connected with clients to adapt their financial approach to reflect changes in their lives and the market. Michelle's mission is to help clients manage, grow, and preserve their wealth while working towards their financial goals. As a Merrill Lynch Wealth Management Advisor, Michelle focuses on building a customized investment approach to address clients' needs and pursue their aspirations. Michelle is registered to do business in multiple states and holds the ChFC® designation from The American College of Financial Services. She encourages clients to consult with their legal and tax advisors before making any financial decisions. With a commitment to personalized service and a focus on helping clients achieve their goals, Michelle Yeh is dedicated to guiding clients along their financial journey.

The Cymrot Group - Morgan Stanley is a finance institution located at 225 West Santa Clara Street in San Jose, California, United States. As part of the prestigious Morgan Stanley network, The Cymrot Group offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals and secure their financial future. Whether you are an individual investor, business owner, or institution, The Cymrot Group - Morgan Stanley is dedicated to providing top-tier financial services and expertise.

Merrill Edge, located at 3491 McKee Road, San Jose, California, United States, is a finance institution that provides personalized advice and guidance to help individuals achieve their financial goals. With a team of experienced Merrill Advisors, clients can receive tailored recommendations and strategies to plan for their future. Whether you are looking to invest in securities or explore banking products, Merrill Edge offers a wide range of services to meet your needs. Please note that investing in securities involves risks, and it is important to carefully consider all options before making any decisions. Additionally, Merrill Lynch Life Agency Inc. is a licensed insurance agency that is a subsidiary of Bank of America Corporation. For more information about the services offered by Merrill Edge, you can review their Client Relationship Summary.

Merrill Lynch Financial Advisor Elaine Zhang is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Elaine Zhang specializes in managing wealth by creating personalized strategies tailored to individual financial goals. By offering access to Merrill's investment insights and Bank of America's banking solutions, Elaine helps clients pursue their financial objectives while managing investment risks. With a focus on building strong client relationships based on trust and personalized service, Elaine and her team are dedicated to helping clients achieve financial success. Through the Merrill Personal Wealth Analysis™, clients can develop a personalized plan centered on their goals and aspirations. By understanding each client's unique needs and priorities, Elaine works to create a financial approach that reflects their personality and helps them navigate changes in the market and in their lives. As a Chartered Retirement Planning Counselor™, Elaine is committed to providing comprehensive financial solutions to address the evolving needs of her clients. With a focus on personalized investment strategies and access to the latest insights and tips, Merrill Lynch Financial Advisor Elaine Zhang is dedicated to helping clients live their best financial lives.

Sierra Pacific Wealth Management is a leading finance institution located at 11121 Chula Vista Avenue in San Jose, California, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. From retirement planning to investment management, we offer a wide range of services to meet the unique needs of each individual. Trust Sierra Pacific Wealth Management to provide expert guidance and support in navigating the complexities of the financial world.