Financial Services in Marin City, CA

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Eric Englund - RBC Wealth Management Financial Advisor - Financial Planners
(415) 445-6303
300B Drakes Landing Rd Ste 155
Greenbrae, CA 94904

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

Matthew Larrabure - RBC Wealth Management Financial Advisor - Financial Planners
(415) 445-8483
300B Drakes Landing Rd Ste 155
Greenbrae, CA 94904
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

RBC Wealth Management Branch - Marin - Investment Management
(415) 445-8460
300B Drakes Landing Rd Ste 155
Greenbrae, CA 94904
CLOSED NOW

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment…

Tessara Financial Advisors, Inc. - Financial Planners
(800) 332-4525
100 Larkspur Landing Cir Ste 200
Larkspur, CA 94939

From Business: Tessara Financial Avisors, inc. (Tessara) is a boutique investment management firm that combines distinguished investment talent and financial planning on behalf…

Mirador Capital Partners - Financial Planners
(415) 291-2916
80 E Sir Francis Drake Blvd
Larkspur, CA 94939
CLOSED NOW

From Business: Mirador Capital Partners is an investment management firm with a 30-year history of advising individuals, families and businesses with innovative wealth…

Fidelity Investments - Financial Services
(800) 990-1139
601 Larkspur Landing Cir
Larkspur, CA 94939
CLOSED NOW

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please…

U.S. Bank - Banks
(415) 461-4600
801 Larkspur Landing Cir
Larkspur, CA 94939
H. Jakobsen & Co. - Bookkeeping
(415) 453-4276
Po Box 842
Kentfield, CA 94914
CLOSED NOW
Redwood Credit Union - Credit Unions
(800) 479-7928
209 3rd St
San Rafael, CA 94901
CLOSED NOW

From Business: RCU is a trusted, local community credit union founded in 1950. As a financial cooperative, we're focused on people, not profits. Earnings are returned to…

U.S. Bank - Banks
(415) 784-2300
369 3rd St
San Rafael, CA 94901
CLOSED NOW

From Business: Union Bank personal banking services in San Rafael are exclusively designed to meet your financial needs. Union Bank offers corporate, commercial, retail banking…

Liberty Tax Service - Tax Return Preparation
(415) 454-1040
975 Grand Ave
San Rafael, CA 94901

From Business: To opt in, text LIBTAX to US411 for special offers. When you visit a Liberty Tax office, you’ll get real help from real people - and products and tax services…

Citi - Banks
(415) 578-3091
666 3rd St
San Rafael, CA 94901
CLOSED NOW

From Business: Citi is a financial services company, which offers a range of financial products and services, including Citi’s digital banking services, mortgage products,…

WaFd Bank - Banks
(415) 457-6990
1016 Irwin St
San Rafael, CA 94901
CLOSED NOW

From Business: WaFd Bank is located at 1016 Irwin Street, San Rafael, CA, 94901 We serve communities across nine western states with more than 200 branches and thousands of…

Ghada Marta Mortgage Advisor - Financial Services
(415) 532-4480
869 4th St
San Rafael, CA 94901

From Business: A boutique, full service real estate brokerage that specializes in conventional and the “Out of the Box” financing solutions that many people have come to need…

First Republic Bank - Commercial & Savings Banks

75. First Republic Bank

Years in Business Icon
39 Years
in Business
Amenities:
Wheelchair accessible
(415) 485-3888
1099 4th St
San Rafael, CA 94901
CLOSED NOW

From Business: At 2:00 PM on May 24, 2024, this office will permanently close. Beginning May 28, 2024, you’ll gain access to more than 4,700 Chase branches. Please visit…

CoinFlip Bitcoin ATM - ATM Locations
(773) 800-0106
1099 4th St
San Rafael, CA 94901
CLOSED NOW

From Business: CoinFlip offers the easiest and fastest way to buy bitcoin and other cryptocurrencies with cash. Just select the coin you want, verify your phone number, scan…

Edward Jones - Financial Advisor: Patrick Bell - Financial Services
(415) 521-5474
1121 4th St
San Rafael, CA 94901

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for…

Emily S. Chan - Private Wealth Advisor, Ameriprise Financial Services - Investment Advisory Service
(415) 926-3071
1005 A St Ste 315
San Rafael, CA 94901
CLOSED NOW

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to…

Anspach Financial Group - Financial Planning Consultants
(415) 457-5780
818 5th Ave Ste 100
San Rafael, CA 94901
CLOSED NOW

From Business: Our Firm Gary, Jackie and Susan formed Anspach Financial Group in November of 2004. We have over 60 years of combined experience as tax practitioners and share…

O'Donnell Financial Group - Financial Planning Consultants
(866) 496-2300
1101 5th Ave Ste 150
San Rafael, CA 94901
CLOSED NOW

From Business: Gain financial confidence by partnering with someone who understands you and your life goals. At the O’Donnell Financial Group, we are here to help you make…

U.S. Bank - Banks
(415) 456-7830
305 San Anselmo Ave
San Anselmo, CA 94960
Chris Davis at Guaranteed Rate (NMLS #681647) - Mortgages
(415) 800-0983
324 Sir Francis Drake Blvd
San Anselmo, CA 94960
CLOSED NOW

From Business: Chris Davis is your San Anselmo local lender. As a loan officer at Guaranteed Rate, one of the largest retail mortgage lenders in the United States, Chris is…

Guaranteed Rate - Mortgages
(415) 800-0983
324 Sir Francis Drake Blvd
San Anselmo, CA 94960
CLOSED NOW

From Business: Guaranteed Rate is one of the largest retail mortgage lenders in the United States. Founded in 2000 and licensed in all 50 states and Washington, D.C., we are…

Chase Bank - Banks
(415) 453-4306
894 Sir Francis Drake Blvd
San Anselmo, CA 94960
CLOSED NOW

From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

Edelman Financial Engines - Investment Advisory Service
(833) 752-6333
3950 Civic Center Dr Ste 315
San Rafael, CA 94903
CLOSED NOW

From Business: With more than 145 offices nationwide, we’re here for you. Our experienced financial planners understand that wealth is personal – it’s about you and where you…

U.S. Bank - Banks
(415) 444-5600
5800 Northgate Dr Ste 051
San Rafael, CA 94903
Stoffer Wealth Advisors - Investments
(415) 706-7800
4040 Civic Center Dr Ste 200
San Rafael, CA 94903
CLOSED NOW

From Business: We are an investment management and financial planning firm serving individuals, families, and business owners in the San Francisco Bay Area.

U.S. Bank - Banks
(415) 448-0165
630 Las Gallinas Ave
San Rafael, CA 94903
CLOSED NOW

From Business: We are open! Our personal and business banking services are exclusively designed to meet your financial needs. Union Bank offers corporate, commercial, retail…

Chad Geyer at Guaranteed Rate (NMLS #399335) - Mortgages
(415) 276-6889
1050 Northgate Dr Ste 50
San Rafael, CA 94903

From Business: Chad Geyer is your San Rafael local lender. As a loan officer at Guaranteed Rate, one of the largest retail mortgage lenders in the United States, Chad is…

Guaranteed Rate - Closed - Mortgages
(415) 549-8757
1050 Northgate Dr Ste 50
San Rafael, CA 94903

From Business: Guaranteed Rate is one of the largest retail mortgage lenders in the United States. Founded in 2000 and licensed in all 50 states and Washington, D.C., we are…

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