The 30 Best Personalized financial planning for individuals in Union City, California

160 results found

Welcome to Allied Healthcare Credit Union, your trusted financial partner located at 3630 East Imperial Highway, Lynwood, California. We specialize in providing comprehensive financial services tailored to meet the unique needs of healthcare professionals and the local community. Our commitment is to empower our members with the tools and resources necessary to achieve financial well-being. At Allied Healthcare Credit Union, we offer a wide range of financial products, including savings and checking accounts, competitive loan options, and personalized financial advice. Our dedicated team is here to guide you through every step of your financial journey, providing personalized service that prioritizes your individual goals and circumstances.

Welcome to Wescom Credit Union, your trusted financial partner located at 2600 Cherry Avenue, Signal Hill, California. As a member-focused credit union, we are dedicated to providing exceptional financial services to help you achieve your financial goals. Our state-of-the-art ATM facilities ensure convenient access to your funds whenever you need them. Whether you're looking to manage your savings, secure a loan, or access a wide range of financial products and services, Wescom Credit Union is here to support you every step of the way. Join our community and experience the benefits of personalized financial solutions tailored to meet your individual needs. Visit us today and discover why Wescom Credit Union is the preferred choice for financial services in Signal Hill.

Welcome to SchoolsFirst Federal Credit Union - Long Beach (2nd Street), your trusted partner in financial services located in the heart of Long Beach, California. Situated at 4725 2nd Street, our branch is dedicated to serving the financial needs of the local community with a focus on personalized service and member satisfaction. As a member-owned financial cooperative, SchoolsFirst Federal Credit Union is committed to providing a wide range of financial products and services tailored to meet your needs. Whether you're looking for savings and checking accounts, loans, credit cards, or investment advice, our experienced team is here to guide you every step of the way.

Welcome to Kinecta Federal Credit Union - Lakewood, your trusted financial partner located at 4055 Hardwick Street, Lakewood, California. At Kinecta, we are committed to providing exceptional financial services tailored to meet the diverse needs of our community. As a member-owned credit union, we prioritize your financial well-being and offer a wide range of products and services, including savings and checking accounts, loans, mortgages, and investment options. Our Lakewood branch is staffed with experienced professionals dedicated to delivering personalized service and expert financial advice. Whether you're planning for the future, looking to purchase a home, or simply managing your day-to-day finances, Kinecta is here to help you achieve your financial goals. Visit us today and experience the difference of banking with a credit union that truly values its members.

Welcome to City National Bank - Your Trusted Financial Partner in Long Beach Located at 6398 East Pacific Coast Highway, Long Beach, California, City National Bank is dedicated to providing personalized financial solutions that cater to your unique needs. Since our establishment in 1954, we have prioritized building strong relationships with our clients, colleagues, and communities, ensuring their growth and success through integrity and trust.

Gene L Daniels - State Farm Insurance Agent is located at 39899 Balentine Drive in Newark, California, United States. As a State Farm Insurance Agent, Gene L Daniels proudly serves customers in Newark, Fremont, Union City, Hayward, Alameda, and the surrounding East Bay Area. With 20 years of experience with State Farm, Gene believes in the company's mission to protect what matters most to you. Gene values building relationships with his clients and believes in the power of personal connections to create the right insurance plan for each individual. His office has been recognized with the State Farm Legion of Honor award for his strong work ethic and dedicated customer service.

Rexie Tagayuna - State Farm Insurance Agent is an insurance agency located at 2140 Peralta Boulevard in Fremont, California, United States. The institution specializes in providing auto, home, life, and health insurance coverage to residents of Fremont, Newark, Union City, Hayward, and the surrounding East Bay area. With a combined 46 years of experience in the insurance industry, the team at Rexie Tagayuna - State Farm Insurance Agent is dedicated to providing exceptional service and ensuring that customers are properly insured. They are fluent in both Ilocano and Tagalog, and are committed to educating and assisting customers in understanding their insurance policies. As a small business owner in Fremont, Rexie Tagayuna takes pride in serving as a local insurance resource and values the opportunity to cater to the insurance and financial needs of the community. The team at Rexie Tagayuna - State Farm Insurance Agent is passionate about helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. They offer a range of insurance products, including life insurance, home insurance, auto insurance, and pet insurance.

Latino Service on Columbia Ave in Riverside, CA is a trusted financial institution located at 1299 Columbia Avenue. Specializing in providing financial services to the Latino community, they offer a wide range of options to help individuals and families manage their finances effectively. With a dedicated team of professionals, Latino Service strives to provide personalized assistance and support to all their clients. Whether you need help with banking, loans, or other financial matters, you can count on Latino Service to provide reliable and efficient service. Visit them today to see how they can help you achieve your financial goals.

LA Healthcare FCU is a trusted financial institution located at 1245 Wilshire Boulevard in Los Angeles, California. As a credit union, we offer a range of financial services including ATM access for convenient cash withdrawals and deposits. Our dedicated team is committed to providing top-notch financial solutions to healthcare professionals and their families. Join us today and experience the difference of personalized service and competitive rates at LA Healthcare FCU.

Prospectors FCU is a trusted financial institution located at 1310 Valley Vista Drive in Diamond Bar, California. As a credit union, Prospectors FCU offers a range of financial services including ATM access, loans, savings accounts, and more. With a commitment to serving the community and providing personalized financial solutions, Prospectors FCU is a reliable choice for all your banking needs. Visit us today to experience the difference of banking with a credit union that puts its members first.

The SDCCU Temecula Branch is a convenient financial institution located at 31693 Temecula Parkway in Temecula, California. As a full-service bank, they offer a range of financial services including checking and savings accounts, loans, and investment options. Customers can also access their accounts through the on-site ATM for quick and easy transactions. With friendly staff and a commitment to excellent customer service, the SDCCU Temecula Branch is dedicated to helping individuals and businesses achieve their financial goals.

The SDCCU Escondido Civic Center Branch is a convenient financial institution located at 150 East Valley Parkway in Escondido, California. As a branch of San Diego County Credit Union, this location offers a range of banking services including ATMs, personal and business accounts, loans, mortgages, and investment options. With a focus on providing excellent customer service and convenient access to financial resources, the SDCCU Escondido Civic Center Branch is a trusted partner for individuals and businesses in the community.

The SDCCU Escondido Branch is a convenient banking and financial institution located at 1875 South Centre City Parkway in Escondido, California. Offering a range of services including ATM access, traditional banking services, and financial advice, this branch is committed to providing excellent customer service and meeting the financial needs of individuals and businesses in the community. With a convenient location and a dedicated team of professionals, SDCCU Escondido Branch is the go-to destination for all your banking needs.

US Bank Mortgage is a reputable financial institution located in Union City, California, United States. Specializing in mortgage services, US Bank Mortgage offers a wide range of loan options to help individuals achieve their dream of homeownership. With a team of experienced professionals, US Bank Mortgage provides personalized guidance and support throughout the loan application process. Whether you are a first-time homebuyer or looking to refinance your current mortgage, US Bank Mortgage is committed to helping you secure the best financing solution for your needs.

Farmers Insurance - Patrick Rodriguez is a local insurance agency located at 37675 Niles Boulevard in Fremont, California, United States. The agency services the cities of Fremont, Newark, Union City, and Hayward, providing insurance coverage for small business owners, homeowners, and individuals. Since 2017, the Patrick Rodriguez Insurance Agency has been dedicated to offering affordable and quality insurance from Farmers Insurance to clients all over California. Patrick Rodriguez aims to educate the local community on how to protect their assets and provide world-class service to all clients. Services offered include car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and personal umbrella insurance. Additionally, the agency provides financial services to help clients build a solid financial plan for the future. For more information or to get a quote, clients can contact Patrick Rodriguez directly.

Yogi Chugh - State Farm Insurance Agent is a local insurance agency located at 3650 Thornton Avenue, Fremont, California, United States. We are committed to providing personalized insurance coverage for auto, home, renters, life, and business insurance needs. As a State Farm Insurance Agent, we are dedicated to helping individuals and businesses with their insurance and financial services needs. We offer free insurance quotes for residents of Fremont, Newark, Union City, Hayward, Castro Valley, San Leandro, San Jose, San Francisco, and all over California. Our team is fluent in English, Hindi, Punjabi, Marathi, Gujarati, Spanish, and Tagalog to better serve our diverse community.

Farmers Insurance - Desiree Ortega is a local insurance agency located at 2940 Union Avenue in San Jose, California. As your Farmers Insurance agent, Desiree Ortega is dedicated to providing personalized solutions tailored to fit your needs. With over 11 years of experience in the insurance industry, Desiree can help you navigate the unique challenges of the California market. The McKenna Ortega Insurance Agency, a 4th generation Farmers Insurance Agency, treats clients like family and has been serving customers for over 50 years. Desiree Ortega offers a range of insurance options including auto, home, umbrella, commercial, and life insurance. By getting to know each client individually, Desiree is able to create customized plans that address specific needs and priorities. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Desiree can help you find the right insurance policy within your budget.

Liberty Tax is a financial institution located at 33412 Alvarado-Niles Road in Union City, California, United States. Specializing in tax preparation services, Liberty Tax offers expert guidance and support to individuals and businesses looking to navigate the complex world of taxes. With a team of knowledgeable professionals, Liberty Tax is dedicated to helping clients maximize their tax returns and minimize their tax liabilities. Whether you need assistance with filing your taxes, understanding tax laws, or planning for the future, Liberty Tax is here to help.

Citizens Business Bank is a trusted financial institution located at 610 West Ash Street in San Diego, California. As a full-service bank, they offer a wide range of financial products and services to meet the needs of individuals, businesses, and organizations. With a commitment to providing personalized service and innovative solutions, Citizens Business Bank is dedicated to helping their customers achieve their financial goals. Whether you are looking for a checking account, savings account, loans, or investment options, you can rely on Citizens Business Bank for all your banking needs.

Associated Professional Advisors is a renowned institution located at 205 Union Avenue in Santa Maria, California, United States. Specializing in accounting and finance, our team of experienced professionals are dedicated to providing high-quality financial services and advice to individuals and businesses alike. With a commitment to excellence and a personalized approach, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today to see how Associated Professional Advisors can help you with all your accounting and finance needs.

E-Stepping Stone is a trusted insurance agency located at 1791 Decoto Road in Union City, California. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. With a team of experienced agents, we strive to offer top-notch customer service and expert advice on a wide range of insurance products. Whether you are looking for auto, home, life, or business insurance, E-Stepping Stone is here to help you navigate the complex world of insurance and find the coverage that best suits your needs. Visit us today to take the first step towards securing your financial future.

Beck Tom is a reputable finance institution located at 32 Sandy Creek Way in Larkspur, California, United States. With a commitment to providing top-notch financial services, Beck Tom offers a wide range of financial solutions to individuals, businesses, and organizations. From investment management to retirement planning, Beck Tom is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a strong track record of success, Beck Tom is a trusted partner for all your financial needs.

Van Horn Consulting Associates is a reputable accounting and finance institution located at 2208 Union Street in San Francisco, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax preparation, financial planning, and consulting services tailored to meet the unique needs of their clients. Van Horn Consulting Associates is known for their commitment to excellence and personalized approach to financial management.

Abellera Business Services is a trusted accounting and finance institution located at 3066 Belize Way in Union City, California, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses manage their finances effectively. Our services include tax preparation, bookkeeping, financial planning, and more. At Abellera Business Services, we are committed to providing personalized and reliable solutions to meet our clients' needs. Contact us today to learn more about how we can help you achieve your financial goals.

Blakeslee & Blakeslee Inc is a leading finance institution located at 125 Union Avenue in Orcutt, California, United States. With a reputation for excellence and expertise in financial services, Blakeslee & Blakeslee Inc offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From investment planning to wealth management, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Visit Blakeslee & Blakeslee Inc today to learn more about their services and how they can help you secure your financial future.

Patriot Tax Professional is a trusted institution located at 32145 Alvarado-Niles Road in Union City, California. Specializing in accounting and finance services, our team of experienced professionals are dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses alike. With a commitment to excellence and personalized attention, Patriot Tax Professional is your go-to destination for all your accounting and financial needs. Contact us today to schedule a consultation and let us help you achieve your financial goals.

Associated Professional: Larsen Adam is a reputable accounting and finance institution located at 205 Union Avenue in Santa Maria, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Associated Professional: Larsen Adam can help you navigate the complexities of the financial world and achieve your goals. Their dedication to providing top-notch services and personalized attention sets them apart from other firms in the area. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

Kelly Valerie is a renowned accounting and finance institution located at 1440 Union Street in the bustling city of San Francisco, California, United States. With a strong reputation for excellence and expertise in the field, Kelly Valerie offers top-notch financial services to individuals and businesses alike. Their team of experienced professionals provides comprehensive accounting solutions, financial planning, and investment strategies tailored to meet the unique needs of each client. Whether you are looking to manage your personal finances or grow your business, Kelly Valerie is dedicated to helping you achieve your financial goals with precision and care.

The Tax Offices located at 3761 Smith Street in Union City, California, is a reputable institution specializing in accounting and finance services. Our team of experienced professionals is dedicated to providing top-notch tax preparation, financial planning, and consulting services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations, ensuring compliance and maximizing financial outcomes. Whether you need assistance with tax filing, bookkeeping, or financial management, our knowledgeable staff is here to help. Visit us today to experience the difference our personalized and reliable services can make for your financial success.

Carletty Tax Services is a reputable accounting and finance institution located at 2901 Seriana Place in Union City, California, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses, helping them navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or filing, Carletty Tax Services is dedicated to providing personalized and reliable financial solutions to meet your needs. Contact them today to schedule a consultation and take control of your finances.