TOP 30 Personalized financial services in San Jose, California
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Ezie Notary
Ezie Notary is a reputable finance institution located at 7199 Galli Court in San Jose, California, United States. Our team of experienced notaries provides efficient and reliable notarization services for a variety of financial documents. Whether you need to notarize a loan agreement, mortgage paperwork, or any other financial document, you can trust Ezie Notary to handle your notarization needs with professionalism and accuracy. Contact us today to schedule an appointment and experience our exceptional service firsthand.
Liliana
Liliana is a reputable finance institution located at 3136 Story Road in San Jose, California, United States. With a commitment to providing top-notch financial services, Liliana offers a wide range of products and solutions to meet the diverse needs of its clients. Whether you're looking for assistance with investments, loans, or financial planning, the knowledgeable team at Liliana is dedicated to helping you achieve your financial goals. Visit us today and experience the personalized service and expertise that sets Liliana apart in the world of finance.
Ames Notary
Ames Notary is a trusted finance institution located at 301 North Jackson Avenue in San Jose, California, United States. Our team of experienced notaries provides a wide range of services including loan signings, document notarization, and legal document preparation. We are committed to providing efficient and reliable services to meet the needs of our clients. Visit us today to experience professional and personalized financial services at Ames Notary.
City National Bank
City National Bank, located at 1 North Almaden Boulevard in San Jose, California, is a trusted institution specializing in banking and finance services. Our experienced Relationship Managers are dedicated to providing concierge-style service to small, medium, and enterprise-level businesses. As a subsidiary of the Royal Bank of Canada, we offer the financial resources of a global bank with the personalized customer service of a community bank. Visit us today to make an appointment and experience the difference with City National Bank. Our private banking office in San Jose is committed to supporting your vision of living a rich life. Our wealth advisors will work with you to design a comprehensive plan to achieve your financial objectives, from risk management to estate planning. With a focus on integrity and strong client relationships, City National Bank offers a wide range of services including personal, private, and business banking, wealth management, brokerage, leasing, and software solutions. We are dedicated to promoting diversity, equity, and inclusion in the workplace.
Ascend Finance Corp.
Ascend Finance Corp. is a finance institution located at 90 Great Oaks Boulevard, San Jose, California, United States. They specialize in providing debt relief options such as Chapter 7 and Chapter 13 bankruptcies, debt settlement, debt management, and debt payoff planning. Their Chapter 7 means test calculator and Chapter 13 Calculator help individuals estimate their qualification for bankruptcy and payment plans. Ascend Finance Corp. aims to help individuals understand the cost, timeline, pros and cons, and alternatives of each debt relief option, allowing them to make informed decisions about their financial future.
R & J Jewelry and Loan
R & J Jewelry and Loan is a finance store located at 1775 Story Road, San Jose, California, United States. The process of obtaining a short-term pawn loan from R&J Jewelry & Loan pawn shop is simple, discreet, and secure. They offer fair and honest prices for luxury watches, brand-name purses, jewelry, coins, and other precious metals. They also pay top dollar for diamonds and provide a hassle-free and confidential experience for those looking to sell, trade, or pawn items. Additionally, they offer tips and information on jewelry, diamonds, and other valuable items on their website. R & J Jewelry and Loan is committed to providing an accessible website for all individuals, regardless of disability, and welcomes feedback for improvement.
Cathay Bank
Cathay Bank is a trusted financial institution located at 2010 Tully Road in San Jose, California, United States. As a full-service bank, Cathay Bank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment opportunities. Whether you need to withdraw cash from the ATM or speak with a financial advisor, Cathay Bank is committed to providing exceptional customer service and helping you achieve your financial goals.
Bridge Bank
Bridge Bank is a leading financial institution located at 55 North Almaden Boulevard in San Jose, California, United States. As a full-service bank, we provide a wide range of financial services to individuals, businesses, and organizations. Our dedicated team of professionals is committed to helping our clients achieve their financial goals and navigate the complexities of today's financial landscape. Whether you need personal banking services, business loans, or wealth management solutions, Bridge Bank is here to help you bridge the gap to financial success.
OE Federal Credit Union
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.
CEFCU
CEFCU, located at 670 Lincoln Avenue in San Jose, California, is a finance institution that provides a range of financial services to its members. With a convenient location near the cross street of Parkmoor Avenue, CEFCU is easily accessible for those in the San Jose area. The institution is managed by Daisy Solorio Mondragon, with assistance from Assistant Manager Nick Aguila. Whether you need assistance with loans, savings accounts, or other financial services, CEFCU is dedicated to helping you achieve your financial goals.
C & S Income Tax and Bookkeeping
C & S Income Tax and Bookkeeping is a reputable institution located at 2680 South White Road in San Jose, California, United States. Specializing in accounting and finance, they offer Tax Preparation and Financial Services for both personal and business matters in a responsive and accurate manner. Their Payroll Services make it easy to pay employees quickly and efficiently, while their comprehensive bookkeeping and accounting services ensure that businesses operate at maximum potential. At CS Tax Service Group Inc, they are dedicated to assisting the community of San Jose with their tax return and planning needs, as well as offering additional services such as Bookkeeping, Payroll, and Notary services. With a focus on building strong client relationships, they provide close, personal attention and pride themselves on their years of advanced training, technical experience, and financial intelligence.
5th Avenue Lending Team: Pari Thiagasundaram, Mortgage Broker
The 5th Avenue Lending Team, led by Mortgage Broker Pari Thiagasundaram, is a reputable finance institution located at 2195 Tully Road in San Jose, California. With a focus on providing personalized and professional mortgage services, the team is dedicated to helping clients secure the best financing options for their home purchases or refinancing needs. With years of experience in the industry, Pari Thiagasundaram and the 5th Avenue Lending Team strive to make the loan process smooth and stress-free for their clients. Whether you are a first-time homebuyer or a seasoned investor, you can trust the expertise and commitment of the 5th Avenue Lending Team to guide you through the mortgage process with integrity and efficiency.
Wells Fargo Bank
Wells Fargo Bank is a leading financial institution located at 3331 San Felipe Road in San Jose, California, United States. As a full-service bank, Wells Fargo offers a wide range of financial services including personal and business banking, loans, mortgages, and investment options. With convenient ATM locations and a reputation for excellent customer service, Wells Fargo is a trusted choice for all your financial needs.
Chase Bank
Chase Bank, located at 4055 Evergreen Village Square in San Jose, California, is a full-service financial institution offering a range of services including banking, ATM access, and finance solutions. With a team of business professionals specializing in improving cash flow, credit solutions, and payroll management, Chase also provides online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses. JPMorgan Chase Bank, N.A. is a subsidiary of JPMorgan Chase & Co., offering investment products and services through J.P. Morgan Securities LLC and Chase Insurance Agency, Inc. Chase Private Client is a banking and investment product and service offering for approved deposit accounts. Please note that all account-related documents are available only in English.
Gatl Santa Barbara Ca
are prohibited, or in a location where Gatl Santa Barbara Ca does not have an available lender or lending partner, you will not be connected to a lender or lending partner. You are urged to read and understand the terms of any loan offered by any lender or lending partner, and to reject any particular loan offer that you cannot afford to repay or that includes terms that are not acceptable to you. By submitting your information via this website, you are authorizing Gatl Santa Barbara Ca and its partners to do a credit check, which may include verifying your social security number, driver license number or other identification, and a review of your creditworthiness. Credit checks are usually performed by one of the major credit bureaus such as Experian, Equifax and TransUnion, but also may include alternative credit bureaus. You also authorize Gatl Santa Barbara Ca to share your information and credit history with its network of approved lenders and lending partners. For qualified consumers, our lenders offer loans with an Annual Percentage Rate (APR) of 35.99% and below. For qualified consumers, the maximum APR (including the interest rates plus fees and other costs) is 35.99%. All loans are subject to the lender’s approval based on its own unique underwriting criteria. Example: Loan Amount: $5000. Annual Percentage Rate: 35.99%. Number of Monthly Payments: 30. Monthly Payment Amount: $222.64. Total Amount Payable: $6679.52. Loans include a minimum repayment plan of 12 months and a maximum repayment plan of 30 months. In some cases, you may be given the option of obtaining a loan from a tribal lender. Tribal lenders are subject to tribal and certain federal laws while being immune from state law including usury caps. If you are connected to a tribal lender, please understand that the tribal lender’s rates and fees may be higher than state-licensed lenders. Additionally, tribal lenders may require you to agree to resolve any disputes in a tribal jurisdiction. You are urged to read and understand the terms of any loan offered by any lender, whether tribal or state-licensed, and to reject any particular loan offer that you cannot afford to repay or that includes terms that are not acceptable to you. The purpose of shorter duration loans is to provide the borrower temporary financial relief. Such loans are not a long-term financial solution. Persons facing serious financial difficulties should consider other alternatives or should seek out professional financial advice. This website is not an offer to lend. Gatl Santa Barbara Ca is not a lender and does not make loan or credit decisions. Gatl Santa Barbara Ca connects consumers with lenders who may provide loans. For this reason, Gatl Santa Barbara Ca cannot supply you with an exact APR (Annual Percentage Rate) that you will be charged if you are approved for a loan. APRs vary according to the information supplied by you in your loan request and your lender. You will be given the APR, loan fees, and other terms by your lender when you are redirected to your loan agreement in the loan request process. The APR on a short term loan can range from 200% to 2,290% depending on how the APR is calculated (nominal vs. effective), the duration of the loan, loan fees incurred, late payment fees, non-payment fees, loan renewal actions, and other factors. Keep in mind that the APR range is not your finance charge and your finance charge will be disclosed later on. See a Representative Example. The APR on online personal loans can reach up to 35.99%, but for qualified consumers, rates can be much lower. The actual APR may vary depending on your credit score, loan amount, loan term, and the credit provider’s policies. Late Payment Implications: It is important to contact your lender if you are unable to repay your loan on time. Gatl Santa Barbara Ca is not a lender, and we do not have any information regarding the status of your loan. Please contact your lender directly for information on your payment status. If your payment is not made within a specified period, your lender may report the late payment to the credit bureaus. As a result, your credit score may be negatively affected. Loan Renewal Policies: Loan renewal options are not always available to you. It is essential to contact your lender directly if you need to renew your loan. If you choose to renew your loan, your lender may charge you a fee, which will be added to your loan balance. The renewal fee varies depending on the lender. Short-term loans are meant to be a short-term financial solution and should not be used as a long-term financial solution. We are not a lender. Only your lender can provide you with information about your specific loan terms and APR and the implications for non-payment of your loan. 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Jing Chen(陈静), MassMutual, Life Insurance, Retirement planning, Long Term Care Insurance
Jing Chen, a MassMutual insurance agency located at 2150 North First Street in San Jose, California, offers a wide range of services including life insurance, retirement planning, and long term care insurance. With a focus on providing personalized financial solutions, Jing Chen is dedicated to helping individuals and families achieve their financial goals and secure their future. Contact us today to learn more about our services and how we can help you plan for a secure financial future.
Farmers Insurance - Dominik Caloiaro
Farmers Insurance - Dominik Caloiaro is an insurance agency located at 915 Meridian Avenue, San Jose, California, United States. As your local Farmers® agent in San Jose, CA, Dominik Caloiaro will not only help you, but also guide you in understanding how much insurance you need. With several years of experience in the industry, Dominik's knowledge and expertise will help you better understand your insurance needs. Whether you need comprehensive coverage, collision coverage, deductibles, medical payments, or any other type of insurance, Dominik can help take the mystery out of selecting the right coverage for your needs and budget. Dominik offers a range of insurance products, including car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and more. With competitive rates and multi-line insurance discounts, Farmers Insurance has been providing insurance products for over 80 years, ensuring that they will be there for you in the event of a disaster.
Magnolia Payday Loans
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.
Fortune Union Corporation
Fortune Union Corporation is a dynamic and innovative institution located at 2901 Moorpark Avenue in San Jose, California. As a leading player in the financial industry, we specialize in providing a wide range of services including investment management, wealth planning, and financial advisory. With a team of experienced professionals, we strive to help our clients achieve their financial goals and secure their financial future. Our commitment to excellence and personalized service sets us apart from the competition. Visit us today and let us help you navigate the complexities of the financial world.
12M Payday Loans
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
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.
Nerio Mobile Notary
Nerio Mobile Notary is a professional notary service located at 387 South 1st Street in San Jose, California. We specialize in providing convenient and reliable notarization services for all your financial needs. Our experienced team is dedicated to ensuring that your documents are properly authenticated and legally binding. Whether you need a loan signing, real estate transaction, or any other financial document notarized, you can count on Nerio Mobile Notary to provide efficient and accurate services. Contact us today to schedule an appointment or to learn more about how we can assist you with your notarization needs.
Tina Elias Mortgage - The Loan Story
Tina Elias Mortgage - The Loan Story is a finance institution located at 4880 Stevens Creek Boulevard in San Jose, California. Specializing in mortgage loans, Tina Elias Mortgage offers personalized and professional services to help individuals navigate the complex world of home financing. With a focus on customer satisfaction and transparency, the team at Tina Elias Mortgage is dedicated to helping clients achieve their homeownership goals. Whether you are a first-time homebuyer or looking to refinance, Tina Elias Mortgage is committed to guiding you through every step of the loan process.
Ann Do - Tera Capital Group
Ann Do - Tera Capital Group is a reputable finance institution located at 2092 Concourse Drive in San Jose, California, United States. With a commitment to providing top-notch financial services, they specialize in investment management, financial planning, and wealth management. Their team of experienced professionals work tirelessly to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, Ann Do - Tera Capital Group is dedicated to providing personalized solutions tailored to your individual needs. Visit them today to start on the path to financial success.
Servicio De Tax/ La Solucion
Servicio De Tax/ La Solucion is a professional accounting and finance institution located at 249 Willow Street in San Jose, California, United States. With a team of experienced professionals, they offer a wide range of tax services and financial solutions to individuals and businesses. Whether you need help with tax preparation, bookkeeping, payroll services, or financial planning, Servicio De Tax/ La Solucion is dedicated to providing high-quality, personalized services to meet your specific needs. Trustworthy and reliable, they strive to help their clients achieve financial success and peace of mind.
Evans Law Firm, Inc.
Located in San Francisco, California, the Evans Law Firm, Inc. is a leading institution specializing in legal services for elder abuse and financial fraud cases. With a team of experienced attorneys, including lead attorney Ingrid Evans, who has over 15 years of experience in trial and litigation, the firm has a successful track record of recovering millions of dollars for injured victims. Our lawyers are dedicated to providing personalized attention to each client, taking a solution-oriented approach to resolving legal issues. We focus on a limited number of cases to ensure that every client receives the detailed attention and resources they deserve.
Cheasty, Cheasty & Malek
Cheasty, Cheasty & Malek is a reputable law firm located on Solano Avenue in Berkeley, California. In addition to serving clients in Albany, San Jose, and the Bay Area, our experienced personal injury lawyers are dedicated to helping individuals who have been injured due to the negligence of others. With a deep understanding of California personal injury law, our attorneys have successfully represented numerous clients and secured millions of dollars in compensation on their behalf. At Cheasty, Cheasty & Malek, we believe that you should not have to bear the financial burden of your injury alone. Our team of legal professionals is committed to providing you with strong representation and guiding you through every step of the legal process. We will work tirelessly to ensure that you receive the fair and full compensation you deserve for your injuries.
Golden State Lawyers, APC
Golden State Lawyers, APC is a reputable institution located at 333 West Santa Clara Street, San Jose, California, United States. Specializing in personal injury cases, the lawyers at Golden State Lawyers are dedicated to fighting for justice on behalf of their clients. With over 40 years of experience, they have successfully represented individuals who have suffered injuries or damages due to the negligence of others. The team at Golden State Lawyers is known for providing personalized service and achieving excellent results for their clients. If you have been injured due to someone else's negligence, the experienced attorneys at Golden State Lawyers can help you navigate the legal process and seek the compensation you deserve. They understand the emotional, physical, and financial toll that injuries can take on individuals and their families, and are committed to helping you recover rightful compensation for all your losses.
Law Offices of Berge & Berge LLP
The Law Offices of Berge & Berge LLP, located at 1101 South Winchester Boulevard in San Jose, California, offers expert legal services in estate planning. Specializing in creating functional and effective estate plans for clients in the South Bay Area, Berge & Berge combines experience with education to provide custom-tailored support for your needs. While currently not accepting new conservatorship or guardianship matters, the firm prioritizes flexibility and foresight in preparing for changes in health, family, financial situation, and the law. With a focus on prevention and control, the team helps clients maintain control over their assets, health care, personal care, and long-term care decisions.
The Moreno Family Law Firm
The Moreno Family Law Firm, located at 1150 South Bascom Avenue in San Jose, California, is a team of dedicated attorneys who specialize in family law matters. Led by Certified Family Law Specialist Marilyn E. Moreno, our firm is committed to providing personalized legal guidance to help you navigate the complexities of divorce, alimony, property division, child custody, and support. With a focus solely on family law, our team offers a strategic advantage in the courtroom, backed by a deep understanding of local judges and procedures. Whether your case is straightforward or complex, we approach each situation with professionalism and experience, aiming to protect your family, finances, and future.
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