Financial Services in Santa Rosa, CA

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U.S. Bank - Banks
(707) 526-5400
2308 Magowan Dr
Santa Rosa, CA 95405

From Business: Thanks for doing your part to keep your communities strong. If youve been financially impacted by COVID-19, youre not alone. Stop by one of our U.S. Bank…

Check N' Go - Check Cashing Service
(707) 525-8300
1331 Guerneville Rd Ste P
Santa Rosa, CA 95403
CLOSED NOW

From Business: Check 'n Go was founded with a simple purpose in mind: provide financial solutions for short-term lending needs that may be ignored by "traditional" lenders and…

Redwood Credit Union - Credit Unions
(800) 479-7928
2460 Mendocino Ave
Santa Rosa, CA 95403
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…

Accountable Solutions - Bookkeeping
(707) 578-1815
2235 Challenger Way
Santa Rosa, CA 95407
CLOSED NOW

From Business: Payroll and Accounting Services; QuickBooks training

Edward Jones - Financial Advisor: Aaron A Foppe - Investments
(707) 545-0450
3510 Unocal Pl Ste 101
Santa Rosa, CA 95403

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…

Wells Fargo Advisors - Financial Planners
(707) 545-4810
3700 Old Redwood Hwy Ste 108
Santa Rosa, CA 95403

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms,…

Edward Jones - Financial Advisor: Bill Glascock - Investments
(707) 537-0200
5761 Mountain Hawk Dr Ste 101
Santa Rosa, CA 95409

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…

WaFd Bank - Banks
(707) 578-9216
500 3rd St
Santa Rosa, CA 95401
CLOSED NOW

From Business: WaFd Bank is located at 500 Third Street, Santa Rosa, CA, 95401 We serve communities across nine western states with more than 200 branches and thousands of…

First Republic Bank - Commercial & Savings Banks
(707) 544-8881
640 3rd St
Santa Rosa, CA 95404

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…

CrossCountry Mortgage - Mortgages
(707) 380-0102
815 5th St Ste 100
Santa Rosa, CA 95404
CLOSED NOW

From Business: CrossCountry Mortgage, Inc. is a nationwide lender with a strong local presence. We offer a variety of home purchase loans and refinance options to satisfy every…

Steve Bealey - Private Wealth Advisor, Ameriprise Financial Services - Financial Planners
(415) 623-2455
611 Humboldt St
Santa Rosa, CA 95404
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…

Brett Howard - Financial Advisor, Ameriprise Financial Services - Financial Planners
(707) 387-4645
528 A St
Santa Rosa, CA 95401
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…

Brooks Crissey - Financial Advisor, Ameriprise Financial Services - Investment Advisory Service
(707) 387-4688
528 A St
Santa Rosa, CA 95401
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…

Apex Wealth Advisors - Ameriprise Financial Services - Financial Planners
(707) 387-4630
528 A St
Santa Rosa, CA 95401
CLOSED NOW

From Business: At Apex Wealth Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

Marco Rivera - Financial Advisor, Ameriprise Financial Services - Financial Planners
(707) 545-1013
528 A St
Santa Rosa, CA 95401
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…

Hank DesJardins - Financial Advisor, Ameriprise Financial Services - Financial Planners
(707) 387-4665
528 A St
Santa Rosa, CA 95401
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…

Charles Schwab - Financial Planners
(707) 569-7801
200 4th St Ste 100
Santa Rosa, CA 95401
CLOSED NOW

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer…

First American Title - Madrona Guerinoni - Escrow Service
(707) 291-0336
627 College Ave
Santa Rosa, CA 95404
CLOSED NOW

From Business: I’m proud to work for First American Title in Santa Rosa. As a leader in the title insurance industry, we provide escrow and settlement services as well as title…

First American Title - Lynette McNeany - Escrow Service
(707) 328-3990
627 College Ave
Santa Rosa, CA 95404
CLOSED NOW

From Business: I’m proud to work for First American Title in Santa Rosa. As a leader in the title insurance industry, we provide escrow and settlement services as well as title…

First American Title - Caryn Cronin - Escrow Service
(707) 483-6076
627 College Ave
Santa Rosa, CA 95404
CLOSED NOW

From Business: I’m proud to work for First American Title in Santa Rosa. As a leader in the title insurance industry, we provide escrow and settlement services as well as title…

Rubins Financial Strategies & Foothill Securities Inc - Financial Planners
(707) 542-9449
320 10th St Ste 304
Santa Rosa, CA 95401
CLOSED NOW

From Business: Harry Rubins, Branch Manager and Financial Consultant Harry Rubins is an independent financial consultant with Foothill Securities in Santa Rosa, CA, Harry has…

Guaranteed Rate Affinity - Mortgages
(888) 844-9888
1057 College Ave
Santa Rosa, CA 95404
CLOSED NOW

From Business: Guaranteed Rate Affinity is a national retail mortgage lender delivering low rates with a streamlined process, we are committed to helping homeowners with home…

Laura Lockerbie at Guaranteed Rate Affinity (NMLS #299461) - Mortgages
(707) 757-6192
1057 College Ave
Santa Rosa, CA 95404
CLOSED NOW

From Business: Laura Lockerbie is your Santa Rosa local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a…

Baldenegro, Pauline EA - Tax Return Preparation
(707) 577-8291
1120 College Ave
Santa Rosa, CA 95404

From Business: Former IRS agent for 34 years, experienced, personalized attention.

Arrow Point Wealth Management - Investment Management
(800) 241-9876
1011 2nd St Ste 100
Santa Rosa, CA 95404
CLOSED NOW

From Business: At Arrow Point Wealth Management we believe an independent platform allows us to be “best of class” advisors. We have chosen to affiliate with Gladstone Wealth…

Steve Curtis - Umpqua Bank Home Lending - Mortgages
(707) 889-4750
1322 4th St # 207
Santa Rosa, CA 95404

From Business: Umpqua Bank Home Lending

CoinFlip Bitcoin ATM - ATM Locations
(773) 800-0106
1500 Humboldt St
Santa Rosa, CA 95404
OPEN 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…

Redwood Credit Union - Credit Unions
(707) 545-4000
1205 N Dutton Ave
Santa Rosa, CA 95401
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…

Edward Jones - Financial Advisor: Bill Glascock, CFP® - Financial Services
(707) 575-0210
1611 Terrace Way
Santa Rosa, CA 95404
CLOSED NOW

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…

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