Banks & Credit Unions in San Clemente, CA

We did the hard work of finding trustworthy partners in San Clemente, CA. Fill out the form to get connected.

Start Here to Open a Bank Account

As Seen In

List of Firms

Bank Branches and ATMs in San Clemente, CA

Bank of America Financial Center

2 out of 5

Location 300 S El Camino Real STE 100, San Clemente, CA 92672, USA
Phone (949) 366-0163
Chase Bank

3 out of 5

Location 638 Camino De Los Mares Ste F140, San Clemente, CA 92673, USA
Phone (949) 661-7480
Bank of America ATM (Drive-thru)

5 out of 5

Location 420 Camino De Estrella, San Clemente, CA 92672, USA
Phone (844) 401-8500
Sunwest Bank
Location 905 Calle Amanecer Suite 100, San Clemente, CA 92673, USA
Phone (949) 361-4300
SchoolsFirst Federal Credit Union - San Clemente

3 out of 5

Location 943 Avenida Pico Suite I, San Clemente, CA 92673, USA
Phone (800) 462-8328
Bank of America ATM

1 out of 5

Location 300 S El Camino Real STE 100, San Clemente, CA 92672, USA
Phone (844) 401-8500
ATM (Union Bank)

5 out of 5

Location 810 Avenida Pico suite x, San Clemente, CA 92673, USA
Phone (949) 492-8090
Capital One ATM
Location 990 Avenida Vista Hermosa, San Clemente, CA 92673, USA
Phone (800) 262-5689
Image of San Clemente, CA
Image from Google Maps

About San Clemente, CA

San Clemente is a city located in southern Orange County, California. It is considered a beach city and lies on the Pacific Coast Highway. Some of the landmarks in San Clemente include the pier, the historic downtown district, and the San Clemente Dam. The top employers in San Clemente are the City of San Clemente, the San Clemente School District, and St. John's Hospital. Major highways and streets in San Clemente include I-5, US-101, and CA-1. Some of the neighborhoods in San Clemente include Talega, Los Peñasquitos Rancho, and Marblehead.

San Clemente, CA Banking Related Services

Estate Planning Lawyer

Estate planning lawyers can help San Clemente, CA residents protect their assets and plan for the future. No one knows when their time will come, but by working with an estate planning lawyer, San Clemente, CA residents can rest assured that their loved ones are taken care of after they're gone. Estate planning lawyers can help you create a will, power of attorney, and healthcare directive so that your wishes are carried out exactly how you want them to be. They can also advise you on tax implications and asset protection strategies. If you're ready to start planning for the future, contact an estate planning lawyer today.

Insurance Broker

San Clemente, CA residents can get help from insurance brokers when it comes to choosing the best insurance plan for their needs. Insurance brokers have a lot of experience with different types of plans and can help San Clemente residents compare rates and find the best coverage possible. They can also help residents file claims and navigate the complex world of insurance paperwork.

Retirement Planning

Financial advisors in San Clemente, CA can help residents with all aspects of retirement planning. This includes creating a budget, figuring out how much money needs to be saved each month, and choosing the right type of retirement account. Advisors can also help residents stay on track with their retirement goals and make sure they are taking advantage of any tax breaks or other benefits available to them.

Wealth Management

San Clemente, CA is a beautiful place to live, but it can be tough to manage your money on your own. That's where wealth management comes in. Wealth management can help San Clemente residents make the most of their money by providing financial planning and investment advice.

Financial Advisor

Financial advisors can help San Clemente, CA residents in a variety of ways. For example, they can provide guidance on how to save for retirement and how to invest money wisely. In addition, they can offer tips on how to reduce expenses and live within one's budget. Finally, financial advisors can also help people file their taxes and plan for major life events such as buying a home or retiring.

Mortgage Loan Officer

Mortgage loan officers in San Clemente, CA can help residents by providing them with the best home loans available. They have a vast knowledge of the mortgage industry and work hard to find the right loan for each individual. In addition, they are always up-to-date on the latest changes to the industry and can advise their clients accordingly.

Tax Services

San Clemente, CA residents can get help with their tax returns from tax accountants.Tax accountants are experts in preparing and filing tax returns. They can help you claim all the deductions and credits to which you are entitled, and they will make sure that your return is filed on time.They can also advise you on how to reduce your taxes for the current year and in future years. And if you are audited by the IRS, they will represent you before the audit committee.

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs