Banks & Credit Unions in Petaluma, CA

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Bank Branches and ATMs in Petaluma, CA

Umpqua Bank
3 out of 5
Location 201 Western Ave, Petaluma, CA 94952, USA
Phone (707) 763-4555
Directions
Citibank ATM
1 out of 5
Location 124 Petaluma Blvd S, Petaluma, CA 94952, USA
Phone (800) 627-3999
Directions
ATM First Community Bank
Location 100 2nd St, Petaluma, CA 94952, USA
Phone (800) 627-3999
Directions
Westamerica Bank
4 out of 5
Location 203 S McDowell Blvd, Petaluma, CA 94954, USA
Phone (707) 766-7880
Directions
Bank of Marin
4 out of 5
Location 799 Baywood Dr, Petaluma, CA 94954, USA
Phone (707) 781-2210
Directions
Bank of the West
2 out of 5
Location 401 Kenilworth Dr Suite 530, Petaluma, CA 94952, USA
Phone (707) 778-3300
Directions
Redwood Credit Union
4 out of 5
Location 301 N McDowell Blvd, Petaluma, CA 94954, USA
Phone (707) 545-4000
Directions
Umpqua Bank Home Lending
Location 1370 Redwood Way, Petaluma, CA 94954, USA
Phone (707) 795-9800
Directions
Wells Fargo ATM
Location 939 Lakeville St, Petaluma, CA 94952, USA
Phone (800) 869-3557
Directions
Banks in Petaluma, CA

Where Petaluma, CA Banks & Credit Unions Serve

Petaluma, a city in Sonoma County, California, is a vibrant and historic community rich in culture and tradition. With a population of over 60,000, Petaluma boasts a variety of landmarks, including the Petaluma Adobe State Historic Park, the Petaluma River, and the McNear Building. Top employers in the area include Petaluma Health Center, Petaluma City Schools, and Enphase Energy. Major highways and streets that run through Petaluma include Highway 101, East Washington Street, and Petaluma Boulevard. Petaluma is divided into several neighborhoods, each with its own unique charm and character. These include the West Side, the East Side, and the Downtown area, which features a variety of shops, restaurants, and entertainment venues. Overall, Petaluma is a diverse and dynamic city that offers something for everyone, from history buffs to nature enthusiasts to foodies and beyond.

Petaluma, CA Banking Related Services

Insurance Broker

Residents of Petaluma, CA can benefit greatly from the services of an insurance broker. Petaluma is a town that is prone to wildfires, and an insurance broker can help residents find the right coverage to protect their homes and belongings from fire damage. Additionally, with the town's proximity to the coast, flooding is also a concern. An insurance broker can help residents find flood insurance to protect against potential damage. Furthermore, an insurance broker can assist residents in finding affordable health insurance options, as well as auto and home insurance. With the help of an insurance broker, residents of Petaluma can ensure that they are adequately covered and prepared for any unexpected events that may arise.

Retirement Planning

Residents of Petaluma, CA could benefit greatly from a retirement planner who can help them navigate the complexities of planning for their golden years. Petaluma is a vibrant city with a growing population of retirees who are looking to make the most of their retirement years. A retirement planner can help residents of Petaluma by providing advice on how to save for retirement, how to manage their finances during retirement, and how to plan for healthcare costs. They can also help residents make informed decisions about Social Security benefits, pension plans, and other retirement benefits. With the help of a retirement planner, residents of Petaluma can have peace of mind knowing that they are on the right track to achieving their retirement goals.

Wealth Management

Residents of Petaluma, CA can benefit from the expertise of a wealth manager in various ways. One of the most common ways is through comprehensive financial planning. A wealth manager can help residents of Petaluma, a city known for its thriving agriculture industry, to create a plan that takes into account their unique financial situation and goals. For example, a wealth manager can assist farmers in Petaluma with estate planning, as many of them may have land and assets that they want to pass down to future generations. Additionally, a wealth manager can help residents of Petaluma to navigate the complex tax laws and regulations that impact their finances, ensuring that they are maximizing their tax savings and minimizing their liabilities. Overall, a wealth manager can provide valuable guidance and support to residents of Petaluma, helping them to achieve their financial objectives and secure their financial future.

Financial Advisor

Residents of Petaluma, CA can benefit greatly from the guidance of a financial advisor. One specific way that a financial advisor can help residents of Petaluma is by assisting them in navigating the high cost of living in the area. With the median home price in Petaluma being over $700,000, many residents may struggle to make ends meet. A financial advisor can help individuals create a budget and savings plan that takes into account the unique financial challenges of living in Petaluma. Additionally, a financial advisor can help residents make informed decisions about investments, retirement planning, and taxes, ensuring that they are able to achieve their financial goals despite the high cost of living in the area.

Mortgage Loan Officer

Residents of Petaluma, CA can benefit greatly from the services of a mortgage loan officer. With the high cost of living in the area, many residents may struggle to save up enough money for a down payment on a home. A mortgage loan officer can help by providing guidance on the different types of loans available and assisting with the application process. Additionally, Petaluma is known for its historic homes and unique architecture, which can make finding the right home a challenge. A mortgage loan officer can help residents navigate the complex housing market and find the perfect home that fits their needs and budget. Overall, a mortgage loan officer can be a valuable resource for Petaluma residents looking to achieve their dream of homeownership.

Tax Services

Residents of Petaluma, CA could benefit from the expertise of a tax advisor in a variety of ways. For example, Petaluma is home to many small business owners who may need guidance on tax planning and compliance. A tax advisor could help these entrepreneurs navigate complex tax laws and regulations, ensuring they are taking advantage of all available deductions and credits. Additionally, Petaluma has a growing population of retirees who may need assistance with estate planning and minimizing taxes on their investments. A tax advisor could provide valuable advice on strategies for preserving and passing on wealth to future generations. Overall, a tax advisor can help Petaluma residents make informed decisions about their finances and ensure they are in compliance with tax laws, ultimately saving them time, money, and stress.

Estate Planning Lawyer

Residents of Petaluma, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Petaluma is by creating a comprehensive estate plan that takes into account the specific laws and regulations of California. With its unique blend of urban and rural areas, Petaluma is home to a diverse population with a wide range of needs and concerns. An estate planning lawyer can help residents of Petaluma navigate these complexities and ensure that their assets are protected and distributed according to their wishes. Whether it's creating a will, establishing a trust, or navigating the probate process, an estate planning lawyer can provide the guidance and support that residents of Petaluma need to make informed decisions about their future.

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