Wealth management in Union City, CA
56 results found
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Redwood Credit Union
● OpenRedwood Credit Union, located at 209 3rd Street in San Rafael, California, is a trusted financial institution offering a range of services including ATM, banking, and finance. Many local businesses choose to bank with us for our personalized service and commitment to the community. Our friendly staff at the San Rafael branch is dedicated to helping RCU Members achieve their financial goals and dreams. Whether you need to withdraw cash, deposit funds, make loan payments, or notarize documents, we are here to assist you. We also offer safe deposit boxes to keep your valuables secure. You can schedule appointments for investment, insurance, or auto services on our website. Additionally, you can find RCU ATMs and free Co-op Network ATMs using our locator map. If you have a PPP loan, we can help you navigate the forgiveness process according to the latest guidelines. Please note that we are not responsible for the content on third-party websites linked from our site. Visit us today and experience the difference at Redwood Credit Union.
209 3rd St, San Rafael, CA 94901, United States -
Star One Credit Union | Cupertino
● OpenStar One Credit Union in Cupertino is a trusted financial institution located at 10991 North De Anza Boulevard. As a member-owned cooperative, we offer a wide range of financial services including savings accounts, loans, and investment options. Our ATM services are convenient and easily accessible for all your banking needs. Visit us today to experience personalized service and competitive rates that will help you achieve your financial goals.
10991 N De Anza Blvd, Cupertino, CA 95014, United States -
Fortune Union Corporation
● OpenFortune 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.
2901 Moorpark Ave, San Jose, CA 95128, United States -
SchoolsFirst Federal Credit Union - Mission Viejo (Crown Valley)
● OpenSchoolsFirst Federal Credit Union in Mission Viejo (Crown Valley) is a trusted financial institution located at 26440 La Alameda in Mission Viejo, California. As a member-owned credit union, SchoolsFirst is dedicated to providing excellent financial services to educators and their families. Whether you're looking for savings accounts, loans, or investment options, our friendly staff is here to help you achieve your financial goals. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.
26440 La Alameda, Mission Viejo, CA 92691, United States -
Firefighters First Credit Union
● OpenFirefighters First Credit Union, located at 191 West Wilbur Road in Thousand Oaks, California, offers a wide range of financial services to firefighters and their families nationwide. With branches in California, Arizona, Washington, and Texas, we provide personal and business banking solutions including savings, checking, credit cards, auto loans, mortgage loans, and more. Our investment property loans and 5x5 ARM options offer flexibility and low monthly payments for those looking to build wealth or move within 5 years. Download our app for easy financial management on the go. Join Firefighters First Credit Union today to access our legendary service and exclusive member benefits.
191 W Wilbur Rd STE 101, Thousand Oaks, CA 91360, United States -
Patelco Credit Union
● OpenPatelco Credit Union is a trusted financial institution located at 6100 Birdcage Street in Citrus Heights, California. As a member-owned credit union, Patelco offers a wide range of banking and financial services to help individuals and families achieve their financial goals. From savings and checking accounts to loans and investment options, Patelco is committed to providing personalized and reliable service to its members. With a strong focus on community involvement and financial education, Patelco Credit Union is dedicated to helping its members thrive financially.
6100 Birdcage St #125, Citrus Heights, CA 95610, United States -
Wescom Credit Union
● OpenWescom Credit Union is a trusted financial institution located at 11-A East Hillcrest Drive in Thousand Oaks, California, United States. As a member-owned credit union, Wescom offers a wide range of financial services including savings accounts, checking accounts, loans, and investment options. With convenient ATM access and personalized customer service, Wescom Credit Union is committed to helping members achieve their financial goals. Visit us today to experience the difference of banking with a credit union that puts its members first.
11-A E Hillcrest Dr, Thousand Oaks, CA 91362, United States -
Union Financial Partners Inc
● OpenUnion Financial Partners Inc is a leading finance institution located at 2001 Union Street in San Francisco, California, United States. With a team of experienced financial experts, we provide a wide range of financial services to individuals, businesses, and organizations. Whether you need assistance with investments, retirement planning, insurance, or wealth management, our dedicated team is here to help you achieve your financial goals. Trust Union Financial Partners Inc to provide you with personalized financial solutions tailored to your specific needs.
2001 Union St, San Francisco, CA 94123, United States -
Union Retirement Solutions
● OpenUnion Retirement Solutions is a finance institution located at 6101 Bollinger Canyon Road in San Ramon, California, United States. Our dedicated team, led by Jeff, is committed to helping individuals and families achieve their ideal retirements. We offer a range of services including retirement income planning, wealth management, and informational workshops to assist you in reaching your retirement goals. Our mission is to provide thoughtful guidance and support as you prepare for this new chapter in your life. Whether you are looking to create a retirement strategy using insurance products or learn more about maximizing your retirement income, we are here to help. Attend one of our workshops or webinars to gain valuable insights and prepare for the future.
6101 Bollinger Canyon Rd Suite 309, San Ramon, CA 94583, United States -
Union Pump Co
● OpenWelcome to Union Pump Co, your trusted local car repair service located at 9838 Firestone Boulevard, Downey, California 90241, United States. With a legacy rooted in engineering excellence, Union Pump Co is proud to be part of the ClydeUnion Pumps family, which boasts a remarkable 140-year history of innovation and reliability in pump technology. At Union Pump Co, we bring this rich heritage and expertise to the automotive repair industry, ensuring that your vehicle receives the highest quality care and maintenance. Our team of experienced technicians is committed to providing exceptional service, utilizing cutting-edge diagnostic tools and techniques to keep your car running efficiently and safely.
9838 Firestone Boulevard, Downey, California 90241, United States -
SchoolsFirst Federal Credit Union - Los Angeles - Ladera Heights
● OpenWelcome to SchoolsFirst Federal Credit Union, located in the vibrant community of Ladera Heights, Los Angeles. Situated at 5359 West Centinela Avenue, our branch is dedicated to providing exceptional financial services to educators and their families. As a member-focused credit union, we offer a comprehensive range of financial products, including savings and checking accounts, loans, and investment services, all designed with your unique needs in mind. Our friendly and knowledgeable staff are here to help you achieve your financial goals with personalized service and expert advice. Whether you're planning for the future, managing daily expenses, or seeking to grow your wealth, SchoolsFirst Federal Credit Union is your trusted partner in financial success. Visit us today and experience the difference of a credit union that puts its members first.
5359 West Centinela Avenue, Los Angeles, California 90045, United States -
Godinez Financial and Insurance Services
● OpenGodinez Financial and Insurance Services is a reputable insurance agency located in Union City, California. Our dedicated team of professionals is committed to providing personalized financial and insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. With a convenient location at 33006 Calle La Mirada Common, our agency is easily accessible to residents of Union City and the surrounding areas. Trust Godinez Financial and Insurance Services to protect what matters most to you.
33006 Calle La Mirada Common, Union City, CA 94587, United States -
BMO
● OpenBMO, located at 33301 Alvarado-Niles Road in Union City, California, is a full-service bank offering a wide range of banking services, investments, and lending products for personal and commercial customers. As a member of FDIC, BMO Bank N.A. in the United States is committed to providing quality financial products while ensuring compliance with federal laws such as the USA Patriot Act. Customers opening accounts will be required to provide identification and verification information to prevent money laundering and terrorism financing. Please note that third-party websites linked to BMO may have different privacy and security policies. It is recommended to review these policies before proceeding. BMO Bank N.A. does not offer tax or legal advice, and customers are advised to consult with their own legal and tax advisors for personalized guidance.
33301 Alvarado-Niles Rd, Union City, CA 94587, United States -
Logix - Tarzana Branch
● OpenLogix - Tarzana Branch is a financial institution located at 18700 Ventura Boulevard in Los Angeles, California, United States. As a branch of Logix Federal Credit Union, it offers a wide range of financial services including savings accounts, checking accounts, loans, mortgages, and investment options. With a commitment to providing excellent customer service and competitive rates, Logix - Tarzana Branch is dedicated to helping individuals and families achieve their financial goals. Visit us today to learn more about how we can assist you with your financial needs.
18700 Ventura Blvd Suite 110, Tarzana, CA 91356, United States -
O'Rourke & Associates
● OpenO'Rourke & Associates is a leading institution located at 395 Oyster Point Boulevard in South San Francisco, California, United States. Specializing in providing comprehensive, customized solutions for credit unions, O'Rourke & Associates focuses on putting people at the forefront of everything they do. Through a lens of inclusivity, they offer recruiting services to attract diverse, qualified talent, consulting to develop systems that advance people, and planning to keep talent engaged and rewarded. The team at O'Rourke & Associates leverages passion, dedication, and expertise to build a more inclusive credit union system, helping businesses confidently move forward. With glowing testimonials from satisfied clients, O'Rourke & Associates is known for delivering high-quality executive search services, leadership development, and employee engagement solutions.
395 Oyster Point Blvd #405, South San Francisco, CA 94080, United States -
Merrill Lynch Financial Advisor Sameera Gupta
● OpenMerrill Lynch Financial Advisor Sameera Gupta is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Sameera Gupta has over 20 years of experience in the Financial Services industry, working with global organizations such as Wachovia/Wells Fargo, Visa Inc., and Western Union. She specializes in helping clients achieve their financial goals and simplifying the complexities of their financial lives. Sameera has a deep understanding of global financial and banking products due to her experience living and working on four different continents. She serves individuals, small businesses, and senior corporate executives with unique and complex financial situations. Sameera supports various NGOs and is actively involved in charitable organizations such as Minds Matter. She is fluent in Hindi and resides in Los Altos with her family. Sameera offers personalized wealth management services through Merrill Personal Wealth Analysis™, focusing on building strong client relationships based on trust and personalized service. Whether you are planning for retirement, funding your children's education, or passing your wealth to future generations, Sameera works with you to develop a customized approach to help you achieve your financial goals. She believes in simplifying the complexities of investing and providing transparency to help you reach your goals. Sameera is committed to helping you navigate the financial and economic landscapes to pursue your goals.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Blakeslee & Blakeslee Inc
● OpenBlakeslee & 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.
125 Union Ave Suite 103, Orcutt, CA 93455, United States -
Compass Consulting
● OpenCompass Consulting is a consulting company located at 1700 Aviara Parkway in Carlsbad, California. Specializing in providing financial advice platforms for banks and credit unions, Compass Consulting utilizes decades of industry experience to help institutions increase profitability, improve client/member retention and satisfaction, enhance overall client/member experience, boost employee retention and satisfaction, and improve performance and collaboration across lines of business. With a focus on leveling the playing field for regional banks and credit unions to excel in wealth management and financial planning, Compass Consulting's team of experts deliver strategies, assist in implementing solutions, and ensure exceptional results. In a changing wealth management landscape where regional banks and credit unions have seen significant growth, Compass Consulting helps institutions capitalize on their competitive advantages over larger banks and firms.
1700 Aviara Pkwy #131176, Carlsbad, CA 92013, United States -
ATM Machine at Fort Ord Car Care Center
● OpenWelcome to the ATM Machine at Fort Ord Car Care Center, your trusted financial service provider conveniently located at 4220 General Jim Moore Boulevard in Seaside, California. Whether you're a local resident or just passing through, our ATM is here to offer you easy and secure access to your cash whenever you need it. At our facility, we not only provide standard ATM services but also offer insights and opportunities for those interested in the ATM business. Are you exploring the potential of owning an ATM machine or looking for ATM processing services? Discover the secrets that successful ATM machine owners use to generate a lifetime of passive income with minimal effort. Our team is ready to guide you through the process of setting up and managing your ATM business, ensuring you have all the resources and support needed for success.
4220 General Jim Moore Boulevard, Seaside, California 93955, United States -
ATM Machine at Bodega Country Store
● OpenWelcome to the ATM Machine at Bodega Country Store, conveniently located at 17190 Bodega Highway, Bodega, California 94922. We offer a seamless and reliable ATM experience, tailored to meet all your financial needs. Whether you're a local resident or a visitor passing through the charming town of Bodega, our ATM provides quick access to cash and essential financial services right when you need them. Our ATM services are not just about convenience; we're here to support entrepreneurs and business professionals interested in the ATM business. If you're exploring the potential of owning an ATM or seeking comprehensive ATM processing services, we offer expert guidance and resources to help you succeed. Discover how the ATM business can become a source of passive income, offering you a chance to make your money work for you.
17190 Bodega Highway, Bodega, California 94922, United States -
Old Salt Lake Historical Marker
● OpenWelcome to the Old Salt Lake Historical Marker, a captivating local business nestled in the heart of Redondo Beach, California. Our site offers a unique glimpse into the rich tapestry of Southern California's historical landscape. As you explore, you'll discover a wealth of stories that have shaped this vibrant region. Located at Redondo Beach, CA 90277, the Old Salt Lake Historical Marker stands as a testament to the area's diverse and dynamic past. While our primary focus is the fascinating history surrounding the Old Salt Lake, we also highlight significant historical landmarks throughout Southern California, each with its own captivating story.
Redondo Beach, California 90277, United States -
Los Angeles County Fire Dept. Station 171
● OpenWelcome to Los Angeles County Fire Dept. Station 171, proudly serving the community of Inglewood, California, and located at 141 West Regent Street. As part of the renowned Los Angeles County Fire Department, our station is committed to providing exemplary fire and emergency services to ensure the safety and well-being of our residents and visitors. Our dedicated team of firefighters and paramedics is recognized internationally for their expertise, professionalism, and bravery. We are proud to uphold the Department’s high standards and esteemed reputation as one of the foremost firefighting and emergency medical service providers in the world.
141 West Regent Street, Inglewood, California 90301, United States -
Los Angeles County Fire Dept. Station 163
● OpenLos Angeles County Fire Dept. Station 163 Welcome to the Los Angeles County Fire Dept. Station 163, located at 6320 Pine Avenue, Bell, California 90201. As a proud member of the Los Angeles County Fire Department, Station 163 upholds an internationally renowned reputation for excellence in fire and emergency services.
6320 Pine Avenue, Bell, California 90201, United States -
ATM Machine at Valley Ford Market
● OpenWelcome to the ATM Machine at Valley Ford Market, conveniently located at 14400 California 1, Valley Ford, California 94972, United States. As a trusted provider in finance services, we offer not only access to cash but also an opportunity to delve into the lucrative world of the ATM business. Whether you're a business owner looking to reduce credit card fees or an investor seeking passive income, our services can help you achieve your financial goals. At Valley Ford Market, we believe in the magic of the ATM business. Owning an ATM can transform your financial landscape by generating a steady stream of income with minimal effort. With new machines starting at just $2,295 and refurbished options available for as low as $1,199, there's an ATM solution for every budget and location.
14400 California 1, Valley Ford, California 94972, United States -
ATM Machine at Valley Ford Cheese and Creamery
● OpenWelcome to the ATM Machine at Valley Ford Cheese and Creamery, your convenient financial service partner located at 14390 California 1, Valley Ford, California 94972. Whether you're a local resident or a visitor exploring the beautiful surroundings of Valley Ford, our ATM is here to provide you with quick and easy access to cash whenever you need it. At our location, you'll find more than just an ATM. We offer insights and guidance for those interested in exploring the ATM business. Discover the magic of earning passive income through ATM ownership and learn the secrets that successful ATM machine owners use to generate a lifetime of revenue. Whether you're considering owning an ATM or having us place a free one in your store, we can help you save on credit card fees and keep customers in your shop instead of sending them elsewhere.
14390 California 1, Valley Ford, California 94972, United States -
ATM Machine at Olema Campground
● OpenWelcome to the ATM Machine at Olema Campground, your trusted financial partner located at 10155 California 1, Olema, California 94950, United States. Whether you're a camper in need of quick cash or a local business owner exploring the world of ATM machines and processing, we are here to serve your needs. At Olema Campground, we offer more than just a standard ATM service. We provide a gateway to understanding the ATM business, helping you discover the secrets to creating a lifetime of passive income through ATM ownership. By owning or having us place a free ATM in your store, you can save on credit card fees, keep customers on-site, and generate additional revenue.
10155 California 1, Olema, California 94950, United States -
J.P. Morgan Private Bank
● OpenWelcome to J.P. Morgan Private Bank - South Bay Located at 222 Pacific Coast Highway, El Segundo, California, J.P. Morgan Private Bank is dedicated to delivering an unparalleled private banking experience tailored to your unique financial goals. Recognized globally as the World’s Best Private Bank, we are committed to helping you build, preserve, and transfer your wealth with the utmost care and expertise.
222 Pacific Coast Highway, El Segundo, California 90245, United States -
ATM Machine at H&T Acupuncture
● OpenWelcome to the ATM Machine at H&T Acupuncture, your local financial hub located at 11003 Hawthorne Boulevard, Lennox, California 90304, United States. Whether you're a business owner interested in delving into the ATM industry or simply in need of an ATM machine and processing services, we have got you covered. Our expert team specializes in helping individuals and businesses discover the lucrative opportunities the ATM business offers. We provide comprehensive guidance to ensure that your investment yields a profitable return with minimal effort. By owning or installing a free ATM in your store, you can reduce credit card fees, retain customers, and generate additional income.
11003 Hawthorne Boulevard, Lennox, California 90304, United States -
ATM Machine at The Classic Barbershop
● OpenATM Machine at The Classic Barbershop Welcome to the ATM Machine at The Classic Barbershop, conveniently located at 11628 Hawthorne Boulevard, Hawthorne, California 90250, USA. Whether you're researching the ATM business or looking for ATM machines and processing services, you’ve found the right place!
11628 Hawthorne Boulevard, Hawthorne, California 90250, United States -
ATM Machine at The Smoke Shop
● OpenWelcome to "ATM Machine at The Smoke Shop," your trusted partner in Hawthorne, California, for all things ATM-related. Conveniently located at 13307 South Inglewood Avenue, we are your go-to destination for ATM machines and financial services. Whether you're researching the ATM business or looking to purchase an ATM machine or processing services, we provide comprehensive solutions to meet your needs. Discover the potential of the ATM business and uncover the secrets that successful ATM machine owners use to generate passive income. By owning or having us place a free ATM in your store, you can reduce credit card fees, retain customers, and even earn money if you own the machine. With minimal effort, operating ATMs is a sound investment with profitable returns.
13307 South Inglewood Avenue, Hawthorne, California 90250, United States
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