Banks & Credit Unions in Corte Madera, CA

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Bank Branches and ATMs in Corte Madera, CA

Bank of America Financial Center

3 out of 5

Location 663 Tamalpais Dr, Corte Madera, CA 94925, USA
Phone (415) 924-2147
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About Corte Madera, CA

Corte Madera is a town in California located in Marin County. It is situated on the north side of the Golden Gate Bridge, and is about 20 miles north of San Francisco. Some of the landmarks in Corte Madera include the Tamalpais Valley, the Corte Madera Creek, and the Mount Tamalpais. The top employers in Corte Madera are Google, LinkedIn, and Walmart. Major highways and streets in Corte Madera include Highway 101 and Sir Francis Drake Boulevard. Some of the neighborhoods in Corte Madera include Tamalpais Valley, Greenbrae, Kentfield, Ross, and Larkspur.

Where Corte Madera, CA Banks & Credit Unions Serve

Corte Madera, CA Banking Related Services

Estate Planning Lawyer

Estate planning lawyers can help Corte Madera, CA residents protect their assets and plan for the future.An estate planning lawyer can help you create a will or trust, which will ensure that your assets are distributed according to your wishes after you die. They can also help you set up power of attorney and healthcare directives, which will allow someone you trust to make decisions on your behalf if you are unable to do so yourself.

Insurance Broker

Residents of Corte Madera, CA can rely on insurance brokers to provide them with the best possible coverage for their needs. Insurance brokers are knowledgeable about the different types of coverage available, and can help residents find the right policy for their situation. Brokers can also help residents save money on their premiums by finding discounts and negotiating rates.

Retirement Planning

Most people know they need to save for retirement, but putting money away each month is easier said than done. That's where a financial advisor can help. Financial advisors understand the complex world of investing and can work with you to create a retirement plan that fits your unique needs. They can help you make smart choices about where to invest your money so you can grow it over time and ensure you have enough saved up to retire comfortably. If you're in Corte Madera, CA, consider working with a financial advisor to get started on your retirement planning today.

Wealth Management

Corte Madera, CA is a town in Marin County, just north of the Golden Gate Bridge. It's known for its high quality of life and excellent schools. But with a median family income of over $200,000, Corte Madera is also one of the most expensive towns in the country. That can make it tough for residents to save for retirement or cover unexpected expenses. That's where wealth management can help. Wealth managers can help residents create a budget, invest money wisely, and plan for the future. They can also help residents protect their assets in case of an emergency. If you're looking for peace of mind in Corte Madera, CA, wealth management may be the answer.

Financial Advisor

In order to help Corte Madera, CA residents, financial advisors need to understand the community and what is important to them. Advisors can provide valuable insights on retirement planning, estate planning, and more. They can also help residents stay up-to-date on the latest changes to the tax code that may impact their finances. By working with a financial advisor, Corte Madera residents can feel confident that they are making sound financial decisions for themselves and their families.

Mortgage Loan Officer

Mortgage loan officers in Corte Madera, CA can help residents with a variety of services related to mortgages. These services may include helping residents find the best mortgage products for their needs, assisting them with the application process, and helping them understand their mortgage options. In addition, mortgage loan officers can provide guidance to residents who are struggling to make payments on their mortgages.

Tax Services

Tax accountants can help Corte Madera, CA residents save money on their taxes. They can help residents file their tax returns, and they can help them find deductions and credits that they may be eligible for. Tax accountants can also help residents plan their finances and make wise investment decisions.


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