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Financial Services in Nicasio, CA

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SuperPagesSM - helps you find the right local businesses to meet your specific needs. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. These factors are similar to those you might use to determine which business to select from a local SuperPages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. SuperPages advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page.

1. Tracy Lamond CFA-TLC Investment Management

Tracy Lamond CFA-TLC Investment Management

4 Oak Forest Rd, Novato, CA 94949

OPEN 24 HOURS

From Business: Please Visit Our Website for More Information

YP
18 Years
in Business

2. Peter T Churchill A Professional Corporation

Peter T Churchill A Professional Corporation

1682 Novato Blvd, Novato, CA 94947

CLOSED NOW:

From Business: Hi, I'm Peter Churchill, and I want to thank you for the opportunity to introduce myself. I serve clients in the greater Sonoma Bay area across several practices of law,…

YP
41 Years
in Business

3. Redwood Credit Union

Redwood Credit Union

1010 Grant Ave, Novato, CA 94945

OPEN NOW:9:00 am - 4:00 pm

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 Members through…

YP
76 Years
in Business

4. L&L Tax & Business Servicess

L&L Tax & Business Servicess

384 Bel Marin Keys Blvd, Novato, CA 94949

From Business: Federal and State Income Tax Return Preparation for Individuals and Small Businesses - Prior Year Tax Returns - Audit Representation - Notary Service - Bookkeeping

YP
17 Years
in Business

5. H. Jakobsen & Co.

H. Jakobsen & Co.

Po Box 842, Kentfield, CA 94914

CLOSED NOW:Closed

From Business: H. Jakobsen & Co. Outsourced Accounting & Business Management offers accurate, decision – ready information. Specializing in cloud-based accounting and bookkeeping services for…

YP
24 Years
in Business

6. Cristy Egan Mortgage Broker

Cristy Egan Mortgage Broker

1000 4th St, San Rafael, CA 94901

From Business: Mortgage lending with a personal touch. Since 1983 I have arranged loans for people to purchase or refinance a home, specializing in 1 to 4 units, as well as apartment and…

YP
43 Years
in Business

7. Wells Fargo Advisors

Wells Fargo Advisors

770 Tamalpais Dr Ste 400, Corte Madera, CA 94925

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, serving and…

8. Edward Jones - Financial Advisor: Mary D Gernetzke, CFP®|AAMS®|CRPC™

Edward Jones - Financial Advisor: Mary D Gernetzke, CFP®|AAMS®|CRPC™

195 San Marin Dr, Novato, CA 94945

CLOSED NOW:Closed

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

YP
104 Years
in Business

9. Edward Jones - Financial Advisor: Henry Choi, CFP®|CPWA®

Edward Jones - Financial Advisor: Henry Choi, CFP®|CPWA®

505 San Marin Dr Ste B110, Novato, CA 94945

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

10. Edward Jones - Financial Advisor: Pat Giamanco, CEPA®

Edward Jones - Financial Advisor: Pat Giamanco, CEPA®

1300 Grant Ave Ste 101, Novato, CA 94945

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

11. Troy Evans - Financial Advisor, Ameriprise Financial Services - Closed

Troy Evans - Financial Advisor, Ameriprise Financial Services - Closed

7250 Redwood Blvd Ste 300, Novato, CA 94945

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 those goals can…

12. Gregory Nikolaieff - Financial Advisor, Ameriprise Financial Services

Gregory Nikolaieff - Financial Advisor, Ameriprise Financial Services

7250 Redwood Blvd Ste 300, Novato, CA 94945

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 those goals can…

13. Danian Peo - Financial Advisor, Ameriprise Financial Services

Danian Peo - Financial Advisor, Ameriprise Financial Services

4314 Redwood Hwy Ste 400, San Rafael, CA 94903

CLOSED NOW:Closed

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 those goals can…

14. Ryan Romines - Private Wealth Advisor, Ameriprise Financial Services

Ryan Romines - Private Wealth Advisor, Ameriprise Financial Services

4314 Redwood Hwy Ste 400, San Rafael, CA 94903

CLOSED NOW:Closed

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 those goals can…

15. Edward Jones - Financial Advisor: Alex Costello

Edward Jones - Financial Advisor: Alex Costello

4306 Redwood Hwy Ste 100, San Rafael, CA 94903

From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

16. Edelman Financial Engines

Edelman Financial Engines

3950 Civic Center Dr Ste 315, San Rafael, CA 94903

CLOSED NOW:Closed

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…

17. O'Donnell Financial Group

O'Donnell Financial Group

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 ODonnell Financial Group, we are here to help you make sense of it all, and…

YP
39 Years
in Business

18. Edward Jones - Financial Advisor: Patrick Bell, CFP®

Edward Jones - Financial Advisor: Patrick Bell, CFP®

1121 4th St, San Rafael, CA 94901

From Business: Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing…

19. Ghada Marta Mortgage Advisor

Ghada Marta Mortgage Advisor

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 during this…

20. Redwood Credit Union

Redwood Credit Union

209 3rd St, San Rafael, CA 94901

OPEN NOW:9:00 am - 4:00 pm

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 Members through…

YP
76 Years
in Business

21. Fidelity Investments

Fidelity Investments

601 Larkspur Landing Cir, Larkspur, CA 94939

CLOSED NOW:Closed

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

YP
20 Years
in Business

22. Mirador Capital Partners

Mirador Capital Partners

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 management solutions.…

23. Financial Connections Group Inc.

Financial Connections Group Inc.

21 Tamal Vista Blvd Ste 105, Corte Madera, CA 94925

CLOSED NOW:

From Business: We are a fee-only (no commissions) offering the following services: - Investment management - Hourly financial planning - Small business 401(k) plans - review, set-up,…

YP
33 Years
in Business

24. Clay Burnett Group Search Firm

Clay Burnett Group Search Firm

120 Van Winkle Dr, San Anselmo, CA 94960

CLOSED NOW:Closed

From Business: Clay Burnett Group is one of the top executive search firms in California. We were founded in 2008 and have a global reach, confidently offering quality services to all…

YP
18 Years
in Business

25. U.S. Bank

U.S. Bank

1711 Grant Ave, Novato, CA 94945

CLOSED NOW:Closed

From Business: At U.S. Bank, our dedicated banking team is here to help you along your financial way. Bank with us and enjoy a host of U.S. Bank products and services, including credit cards,…

YP
163 Years
in Business

26. Patelco Credit Union Novato

Patelco Credit Union Novato

112 Vintage Way Ste C1, Novato, CA 94945

OPEN NOW:10:00 am - 2:00 pm

From Business: Patelco Credit Union is a not-for-profit credit union committed to serving the financial health and well-being of its membership. With more than $9 billion in assets, Patelco…

YP
90 Years
in Business

27. Wells Fargo Bank

Wells Fargo Bank

11400 State Route 1, Point Reyes Station, CA 94956

CLOSED NOW:Closed

From Business: Deposit products offered by Wells Fargo Bank, N. A. Member FDIC. We’re here to help you move forward—whether you're managing everyday finances or planning for what’s next.…

YP
18 Years
in Business

28. Charles Schwab

Charles Schwab

1400 Grant Ave, Novato, CA 94945

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 subsidiary,…

YP
11 Years
in Business

29. Columbia Bank

Columbia Bank

999 Grant Ave, Novato, CA 94945

CLOSED NOW:Closed

From Business: Columbia Bank helps people, businesses and communities find financial solutions that fit. We do so by treating our customers like people, not numbers. We get to know them and…

30. Stair Pedersen & Williams Accountancy Corp

Stair Pedersen & Williams Accountancy Corp

88 Rowland Way Ste 165, Novato, CA 94945

CLOSED NOW:

From Business: We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed…

YP
20 Years
in Business

We found 257 results for Financial Services in or near Nicasio, CA.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Investments. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including North San Rafael Commercial Center, Downtown San Rafael, and East Larkspur. These businesses offer their services in one-or-more of the following languages: Spanish, Tagalog, and Vietnamese.