Banks & Credit Unions in Portola Valley, CA

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Bank Branches and ATMs in Portola Valley, CA

Square 1 Bank

3 out of 5

Location 2420 Sand Hill Rd #100, Menlo Park, CA 94025, USA
Phone (650) 543-2700
Wells Fargo ATM

5 out of 5

Location 3200 Alpine Rd, Portola Valley, CA 94028, USA
Phone (800) 869-3557
Mia Banks Homes

5 out of 5

Location 116 Portola Rd, Portola Valley, CA 94028, USA
Phone (650) 575-9037
First Republic Bank

4 out of 5

Location 2550 Sand Hill Rd Suite 100, Menlo Park, CA 94025, USA
Phone (650) 233-8880
Chase Bank

5 out of 5

Location 3130 Alpine Rd Ste 170, Portola Valley, CA 94028, USA
Phone (650) 854-3792
Bennicas & Associates
SEC File# 801-35762
CRD# 105102
Location 838 Portola Rd, Portola Valley, CA 94028, USA
Phone (650) 851-4601
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 6:00 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 6:00 PM Friday: 9:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Bank of America ATM
Location 2180 Sand Hill Rd, Menlo Park, CA 94025, USA
Phone (844) 401-8500
Three Bridge Wealth Advisors
SEC File# 801-70332
CRD# 150460

5 out of 5

Location 3270 Alpine Rd, Portola Valley, CA 94028, USA
Phone (650) 433-3500
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About Portola Valley, CA

Portola Valley, CA is a prosperous town located in the heart of Silicon Valley. The town was founded in 1963 by William Russell and his wife, Elizabeth Portola Russell. The town is known for its natural beauty, and is home to a number of notable landmarks, including the Windy Hill Open Space Preserve and the Alpine Road. Portola Valley is also home to a number of top employers, including Google, Facebook, and Oracle. Major highways and streets in the town include I-280 and El Camino Real. The town's neighborhoods include Central Portola Valley, Westridge, and Ladera.

Where Portola Valley, CA Banks & Credit Unions Serve

Portola Valley, CA Banking Related Services

Estate Planning Lawyer

Estate planning lawyers in Portola Valley, CA can help residents create wills and trusts that will protect their assets and ensure their loved ones are taken care of after they die. They can also help with powers of attorney and healthcare directives, making sure your wishes are carried out even if you can't speak for yourself.

Insurance Broker

Residents of Portola Valley, CA have a number of insurance needs that can be best serviced by an insurance broker. An insurance broker is someone who can help you find the right type of insurance for your needs, and who can also provide you with advice on what policies would be best for you. Brokers have access to a wide variety of insurance products, and they can help you find the coverage that's right for you at a price that fits your budget.

Retirement Planning

Financial advisors can help Portola Valley, CA residents with retirement planning in a number of ways. Some financial advisors are generalists, and can help clients with a wide range of investments and savings options. Other advisors specialize in retirement planning, and can offer more tailored advice on how to save for retirement and what sorts of investments will be most appropriate. Many financial advisors also provide regular reviews to make sure that their clients' plans are still on track, adjusting as necessary when life changes or the markets shift. This regular contact can be reassuring to retirees, who may not have time to stay up-to-date on current investment trends. Financial advisors can be an important part of ensuring a smooth transition into retirement.

Wealth Management

Portola Valley, CA is a wealthy town with many residents who have complex financial needs. Wealth management can help these residents by providing comprehensive and personalized advice on all aspects of their finances. Wealth managers can help Portola Valley residents save money, invest their money wisely, and plan for the future.

Financial Advisor

Residents of Portola Valley, CA who are looking for help with their finances can benefit from working with a financial advisor. Financial advisors can provide guidance on a variety of topics, including retirement planning, investing, and estate planning. They can also help individuals create a budget and track their spending.If you are considering working with a financial advisor, it is important to do your research first. You should ask friends and family members for referrals, and then compare the fees that different advisors charge. It is also important to make sure that the advisor you choose has experience in the areas of finance that are most important to you.

Mortgage Loan Officer

Mortgage loan officers in Portola Valley, CA can help residents with a variety of financial needs. Some of the services that mortgage loan officers provide include: -helping to get approved for a mortgage -explaining different types of mortgages -assisting with the paperwork involved in getting a mortgage -providing advice on choosing the best mortgage for your needs Mortgage loan officers can also help residents who are having difficulty making their monthly payments. They may be able to work out a payment plan or find other ways to help you keep your home.

Tax Services

Portola Valley, CA residents can benefit from the services of tax accountants to help them with their tax preparations. Tax accountants can help residents maximize their deductions and credits, and ensure that they are filing their taxes correctly. This can save residents time and money, and help them avoid any penalties from the IRS.


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