TOP 30 Personalized banking services in Saratoga, California

9 results found

The Bank of America Financial Center located at 1695 Saratoga Avenue in San Jose, California, is a full-service bank and financial institution. With a wide range of financial products and services, including checking and savings accounts, loans, mortgages, and investment options, the Bank of America Financial Center is dedicated to helping individuals and businesses achieve their financial goals. The experienced staff at this branch are committed to providing excellent customer service and expert financial advice to help customers make informed decisions about their finances. Whether you are looking to open a new account, apply for a loan, or plan for your future, the Bank of America Financial Center is here to assist you every step of the way.

Star One Credit Union in Saratoga is a trusted financial institution located at 14411 Big Basin Way in Saratoga, California, United States. As a full-service credit union, Star One offers a range of financial services including banking, loans, mortgages, and investment options. With a focus on member satisfaction and community involvement, Star One Credit Union is committed to providing personalized service and competitive rates to help individuals and families achieve their financial goals. Whether you need access to an ATM or assistance with your finances, Star One Credit Union in Saratoga is here to help.

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.

Catherine Chen - State Farm Insurance Agent is a reputable insurance agency located at 20132 Stevens Creek Boulevard in Cupertino, California. Situated near the Apple campus, De Anza College, and Cupertino Main Street, our agency serves the community with a focus on personalized service and excellent customer care. As April is distracted driving awareness month, we encourage you to review your auto insurance liability coverage to ensure you and your family are adequately protected. With over two decades of experience, Catherine Chen brings a dedicated work ethic and a commitment to helping her neighbors in Cupertino and surrounding areas such as San Jose, Saratoga, Sunnyvale, and Los Gatos.

Woodard & Associates is a renowned institution located at 21025 Bank Mill Lane in Saratoga, California, United States. Specializing in interior design and home remodeling, our team, led by principal designer Carol Woodard, ASID, brings a wealth of resources to Silicon Valley projects. Our clients, many of whom are busy female executives, trust us to handle the details and bring their design dreams to life. With award-winning talent, expertise in sourcing the best materials, and attentive project management, we strive to exceed expectations and transform spaces. Recognized with the NARI Lifetime Achievement Award in April 2019, Carol Woodard is a trusted expert in the industry. She was also featured on Joe Cucchiara’s podcast, Real Estate Radio Live, discussing the importance of interior design in creating healthy living and working environments.

One Step Center is a community-based institution located at 600 Saratoga Street in Fillmore, California, dedicated to providing support and resources for individuals in need. Our mission is to empower individuals to take that first step towards a better future through a variety of programs and services. Whether you are seeking assistance with education, employment, housing, or mental health support, our team of dedicated professionals is here to help you every step of the way. Visit One Step Center today and take the first step towards a brighter tomorrow.

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.

ARIA Wealth Management is a leading finance institution located at 20640 3rd Street in Saratoga, California, United States. With a focus on personalized financial planning and investment strategies, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, ARIA Wealth Management offers comprehensive services tailored to meet your individual needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure a brighter financial future.

Merrill Edge is a finance institution located at 1695 Saratoga Avenue, San Jose, California, United States. At Merrill, they have the people, tools, and personalized advice and guidance to help turn your ambitions into action. A Merrill Advisor can help you pursue your goals and plan for what matters most to you, meeting with you in the way that works best. They offer a broad range of brokerage, investment advisory, and other services, including financial planning. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. Investing in securities involves risks, and there is always the potential of losing money. For more information about their services and privacy practices, please review their Client Relationship Summary and Online Privacy Notice.