Banks & Credit Unions in Lafayette, CA

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Bank Branches and ATMs in Lafayette, CA

Citibank ATM
1 out of 5
Location 3347 Mt Diablo Blvd, Lafayette, CA 94549, USA
Phone (800) 627-3999
Chase ATM
Location 3492 Mt Diablo Blvd, Lafayette, CA 94549, USA
Phone (800) 935-9935
First Republic Bank
Location 1656 N California Blvd, Walnut Creek, CA 94596, USA
Phone (925) 952-8388
First Republic Bank
4 out of 5
Location 1400 Civic Dr, Walnut Creek, CA 94596, USA
Phone (925) 256-6857
Citibank ATM
2 out of 5
Location 3528 Mt Diablo Blvd, Lafayette, CA 94549, USA
Phone (800) 627-3999
First Republic Bank
4 out of 5
Location 224 Brookwood Rd, Orinda, CA 94563, USA
Phone (925) 254-8993
Union Bank
2 out of 5
Location 1555 Mt Diablo Blvd, Walnut Creek, CA 94596, USA
Phone (925) 945-0470
Banks in Lafayette, CA

Where Lafayette, CA Banks & Credit Unions Serve

Lafayette is located in Contra Costa County, in the East Bay region of the San Francisco Bay Area. The city was founded in 1848 and named after the Marquis de Lafayette, a French military hero who helped the Americans during the Revolutionary War. Lafayette is best known for its historic downtown district, which features a variety of restaurants, shops, and art galleries. The city's top employers include John Muir Medical Center, Kaiser Permanente, and SunPower Corporation. Major highways and streets in Lafayette include Highway 24 and BART (Bay Area Rapid Transit). The most popular neighborhoods in Lafayette are Happy Valley, Country Club Vista, and Golden Gate Heights.

Lafayette, CA Banking Related Services

Estate Planning Lawyer

Estate planning lawyers in Lafayette, CA can help residents create wills and trusts to ensure their property is distributed according to their wishes after they die. They can also help residents set up powers of attorney and healthcare directives to make sure their loved ones are taken care of if they become incapacitated. Estate planning lawyers can also advise residents on tax implications of estate planning decisions.

Insurance Broker

Residents of Lafayette, CA have a unique opportunity to work with insurance brokers who can help them find the best policies for their needs. <=Residents in other parts of California and the United States do not have this same opportunity, as they are limited to working with agents from one or two companies. By contrast, Lafayette residents can work with an insurance broker to get quotes from a variety of providers. This gives them the best chance to find a policy that fits their needs and budget.

Retirement Planning

Lafayette, CA residents can benefit from working with a financial advisor when it comes to retirement planning. A financial advisor can help you map out your retirement goals and create a plan to achieve them. They can also help you make informed decisions about how to save for retirement and what investments to make. If youre looking for peace of mind when it comes to your retirement, working with a financial advisor is the best way to get it.

Wealth Management

Lafayette, CA residents can benefit from wealth management services in order to protect their assets and grow their wealth. Wealth management is a process that involves creating and implementing a plan for managing your money. This can include investing, estate planning, tax planning, and more. By working with a wealth manager, you can ensure that your finances are taken care of and that you are making the most of your money.

Financial Advisor

Lafayette, CA residents have a lot of options when it comes to financial advisors. There are many firms that offer their services in the area, and each one has its own strengths and weaknesses. It can be difficult to decide which advisor is right for you, but there are a few things to keep in mind as you make your decision. First, think about what you want from an advisor. Do you need someone who can help you with long-term planning, or would you prefer someone who can give you advice on specific investments? Second, ask around for referrals. Friends and family members are a great place to start, and they may even have some recommendations for specific advisors. Finally, take the time to interview several candidates before making your final decision.

Mortgage Loan Officer

Mortgage loan officers in Lafayette, CA can help residents by providing them with the best rates and terms for their mortgage. They can also help residents understand the mortgage process, and work with them to find the right mortgage for their needs.

Tax Services

Residents of Lafayette, CA can benefit from the help of a tax accountant. A good tax accountant can help residents understand their tax obligations and file their taxes correctly and on time. They can also provide advice on how to reduce one's taxable income. Residents of Lafayette, CA should consider hiring a tax accountant to help them with their taxes.


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