Banks & Credit Unions in Piedmont, CA

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List of Firms

Bank Branches and ATMs in Piedmont, CA

Citi ATM

3 out of 5

Location 4101 Piedmont Ave, Oakland, CA 94611, USA
Phone (800) 627-3999
ATM (Wells Fargo Bank)

5 out of 5

Location 151 40th St, Oakland, CA 94611, USA
Bank of America ATM
Location 345 Highland Ave, Piedmont, CA 94611, USA
Phone (844) 401-8500
Summit Bank

3 out of 5

Location 2969 Broadway, Oakland, CA 94611, USA
Phone (510) 839-8800
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 235 Somerset Rd, Piedmont, CA 94611, USA
Phone (510) 601-1219
Greenbank Associates
Location 117 Greenbank Ave, Piedmont, CA 94611, USA
Phone (510) 658-8060
F&M Bank

5 out of 5

Location 6182 Antioch St, Oakland, CA 94611, USA
Phone (510) 902-5870
First Republic Bank

4 out of 5

Location 2110 Mountain Blvd, Oakland, CA 94611, USA
Phone (510) 530-8881
Bank of Marin

5 out of 5

Location 180 Grand Ave #1545, Oakland, CA 94612, USA
Phone (510) 748-8800
Bank of the West

3 out of 5

Location 2023 Mountain Blvd, Oakland, CA 94611, USA
Phone (510) 339-8100
Bank of the West

2 out of 5

Location 3400 Lakeshore Ave, Oakland, CA 94610, USA
Phone (510) 834-3860
U.S. Bank ATM

5 out of 5

Location 1998 Mountain Blvd, Oakland, CA 94611, USA
Phone (800) 872-2657
Bank of America ATM

3 out of 5

Location 2099 Pleasant Valley Ave, Oakland, CA 94611, USA
Phone (844) 401-8500
Bank of the West - ATM
Location 2023 Mountain Blvd, Oakland, CA 94611, USA
Phone (800) 488-2265
Citi

4 out of 5

Location 4101 Piedmont Ave, Oakland, CA 94611, USA
Phone (510) 380-8465
Fremont Bank

5 out of 5

Location 6300 College Ave Suite 160, Oakland, CA 94618, USA
Phone (510) 851-7741
Bank of America ATM
Location 1959 Mountain Blvd, Oakland, CA 94611, USA
Phone (844) 401-8500
Bank of America Financial Center

5 out of 5

Location 345 Highland Ave, Piedmont, CA 94611, USA
Phone (510) 273-5011
Citibank ATM
Location 333 Highland Ave, Piedmont, CA 94611, USA
Phone (800) 627-3999
Citi

5 out of 5

Location 333 Highland Ave, Piedmont, CA 94611, USA
Phone (510) 380-8464
Citi Pwm
Location 333 Highland Ave, Piedmont, CA 94611, USA
Phone (510) 653-4285
Bank of America Financial Center

2 out of 5

Location 2154 MacArthur Blvd, Oakland, CA 94602, USA
Phone (510) 482-6735
Bank of America Financial Center

2 out of 5

Location 1959 Mountain Blvd, Oakland, CA 94611, USA
Phone (510) 273-8098
Bank of America Mortgage
Location 345 Highland Ave, Piedmont, CA 94611, USA
Phone (925) 255-7645
Bank of America Financial Center

2 out of 5

Location 496 Lake Park Ave, Oakland, CA 94610, USA
Phone (510) 273-5159
Bank of the West - ATM

4 out of 5

Location 2220 Piedmont Ave, Berkeley, CA 94720, USA
Phone (800) 488-2265
Image of Piedmont, CA
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About Piedmont, CA

Piedmont, CA is located in the East Bay region of the San Francisco Bay Area and is surrounded by the cities of Oakland, Berkeley, and Emeryville. The city has a population of just over 11,000 and is known for its many parks and nature preserves. Some of the city's most notable landmarks include Piedmont Park, the Piedmont Theatre, and the Frank Ogawa Plaza. Major employers in Piedmont include Kaiser Permanente and Clorox. The city is served by several major highways and streets, including Highway 24, Interstate 580, and Broadway. The neighborhoods of Piedmont are mostly residential, with a few commercial areas scattered throughout.

Where Piedmont, CA Banks & Credit Unions Serve

Piedmont, CA Banking Related Services

Estate Planning Lawyer

Estate planning lawyers in Piedmont, CA can help residents protect their assets and ensure that their wishes are carried out after they die. This type of legal service is important for everyone, but it is especially crucial for those who have children or other dependents. By working with an estate planning lawyer, Piedmont residents can create a will, designate a power of attorney, and establish trusts to provide for their loved ones.

Insurance Broker

Residents of Piedmont, CA have a number of insurance needs that can be best served by insurance brokers. These professionals are knowledgeable about the many products and services available in the market, and they can help residents find the coverage that best meets their individual needs. In addition to helping people find the right policies, brokers can also provide advice on how to reduce premiums and get the most from their coverage.

Retirement Planning

Most people know they should save for retirement, but few have a solid plan in place. This is where financial advisors come in. They can help Piedmont, CA residents create a retirement plan that will work for them, taking into account their unique needs and goals.Financial advisors can help with all aspects of retirement planning, from figuring out how much money to save each month to choosing the right investment options. They can also provide guidance on when to start withdrawing money from your retirement account, and how to adjust your saving and spending habits as you get closer to retirement age.

Wealth Management

Residents of Piedmont, CA have the unique opportunity to take advantage of wealth management services. Wealth management is a process that helps individuals and families manage their financial resources in order to achieve their desired goals. Services offered through wealth management can include investment planning, risk management, retirement planning, and estate planning. By working with a qualified wealth manager, residents can be assured that they are making the most of their money and protecting their assets.

Financial Advisor

Financial advisors can help Piedmont, CA residents in a number of ways. They can provide guidance on budgeting and saving for the future, as well as investing money in stocks or mutual funds. Financial advisors can also help people plan for retirement, and make sure they have enough saved up to cover their costs. In addition, financial advisors can offer advice on estate planning, so that Piedmont residents can be sure their assets are distributed according to their wishes after they die.

Mortgage Loan Officer

Mortgage loan officers in Piedmont, CA can help residents by providing them with the best possible mortgage rates and terms. By shopping around for the best deal, residents can save themselves a lot of money in the long run. Mortgage loan officers can also help residents find the right type of mortgage for their needs, whether they are looking for a fixed-rate mortgage or an adjustable-rate mortgage.

Tax Services

Residents in Piedmont, CA can take advantage of the many services that tax accountants have to offer. From preparing and filing taxes to consulting on financial planning, these professionals can help residents save money and time. Tax accountants have the expertise necessary to navigate complex tax codes and ensure that taxpayers receive all the deductions and credits they are entitled to. In addition, they can provide valuable advice on how to manage one's finances and grow wealth over time.

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