Banks & Credit Unions in San Clemente, CA

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Bank Branches and ATMs in San Clemente, CA

Bank of America ATM (Drive-thru)
5 out of 5
Location 420 Camino De Estrella, San Clemente, CA 92672, USA
Phone (844) 401-8500
Directions
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
Directions
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
Directions
Sunwest Bank
Location 905 Calle Amanecer Suite 100, San Clemente, CA 92673, USA
Phone (949) 361-4300
Directions
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
Directions
Capital One ATM
Location 990 Avenida Vista Hermosa, San Clemente, CA 92673, USA
Phone (800) 262-5689
Directions
Chase Bank
3 out of 5
Location 638 Camino De Los Mares Ste F140, San Clemente, CA 92673, USA
Phone (949) 661-7480
Directions
ATM (Union Bank)
5 out of 5
Location 810 Avenida Pico suite x, San Clemente, CA 92673, USA
Phone (949) 492-8090
Directions
Banks in San Clemente, CA

Where San Clemente, CA Banks & Credit Unions Serve

San Clemente, CA is a vibrant coastal city located in Orange County, known for its stunning beaches and Spanish-style architecture. The city is home to several iconic landmarks, including the San Clemente Pier, which offers breathtaking views of the Pacific Ocean and is a popular spot for fishing and surfing. Other notable landmarks include the Casa Romantica Cultural Center and Gardens, a historic mansion turned museum, and the Surfing Heritage and Culture Center, which celebrates the history of surfing. The city's economy is driven by a diverse range of industries, with top employers including the Capistrano Unified School District, the City of San Clemente, and the Saddleback Memorial Medical Center. San Clemente is also home to several major highways and streets, including the I-5 freeway, which runs through the city and provides easy access to neighboring cities like San Diego and Los Angeles. The city is divided into several distinct neighborhoods, each with its own unique character and charm.

San Clemente, CA Banking Related Services

Insurance Broker

Residents of San Clemente, CA can benefit greatly from the services of an insurance broker. With its proximity to the coast, many residents in San Clemente may be in need of flood insurance to protect their homes from potential damage. An insurance broker can help residents navigate the complex world of flood insurance and find the right policy to fit their needs. Additionally, with the high cost of living in California, an insurance broker can assist residents in finding affordable health insurance options or even bundle policies to save money. Overall, an insurance broker can provide invaluable assistance to residents of San Clemente, ensuring that they have the necessary coverage to protect their assets and their families.

Retirement Planning

Residents of San Clemente, CA can benefit greatly from the services of a retirement planner. With its beautiful beaches and temperate climate, San Clemente is a popular destination for retirees. A retirement planner can help these residents navigate the complex world of retirement planning and ensure that they have a secure financial future. Specifically, a retirement planner can help San Clemente residents make informed decisions about their retirement savings, such as choosing the right investment vehicles and managing their portfolios. They can also help with estate planning, including creating wills and trusts, and can offer guidance on long-term care and insurance options. Overall, a retirement planner can provide peace of mind for San Clemente residents as they enjoy their golden years in this idyllic coastal community.

Wealth Management

Residents of San Clemente, CA can benefit from the services of a wealth manager in many ways. One of the most common ways is by providing guidance on investment strategies that are tailored to their unique financial goals and risk tolerance. With San Clemente being a coastal city that attracts many retirees and vacationers, a wealth manager can help residents navigate the complexities of retirement planning and managing their assets during different stages of life. Additionally, with the high cost of living in Orange County, a wealth manager can assist residents in creating a budget and managing their expenses to ensure they are making the most of their income and savings. By working with a wealth manager, residents of San Clemente can gain peace of mind knowing that their financial future is in good hands.

Financial Advisor

Residents of San Clemente, CA could benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor could help is by providing advice on how to save for retirement. With the high cost of living in San Clemente, it can be challenging for residents to put away enough money to retire comfortably. A financial advisor can help individuals create a retirement plan that takes into account their unique financial situation and goals. Additionally, with the city's proximity to the beach, many residents may be interested in investing in real estate. A financial advisor can provide guidance on how to invest in property and manage rental income. Overall, a financial advisor can be a valuable resource for San Clemente residents looking to secure their financial future.

Mortgage Loan Officer

Residents of San Clemente, CA can benefit greatly from the services of a mortgage loan officer. A mortgage loan officer can help residents in San Clemente navigate the complex process of obtaining a mortgage loan for their dream home. With the high cost of living in San Clemente, a mortgage loan officer can assist residents in finding the best mortgage rates and loan options to fit their specific financial situation. Additionally, San Clemente is known for its beautiful beaches and scenic views, which can make property values quite high. A mortgage loan officer can help residents understand the market and how to obtain a mortgage loan that fits their budget and needs. Overall, a mortgage loan officer can be an invaluable resource for residents of San Clemente, CA looking to purchase a home in this beautiful coastal town.

Tax Services

Residents of San Clemente, CA could benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is through assistance with tax planning and preparation. San Clemente has a high cost of living, with housing prices and property taxes being significantly higher than the national average. A tax advisor can help residents navigate these expenses and identify potential deductions or credits to minimize their tax liability. Additionally, many San Clemente residents are self-employed or own small businesses, which can come with complex tax implications. A tax advisor can provide guidance on business expenses, payroll taxes, and other tax-related issues specific to the area. Overall, a tax advisor can provide valuable support to San Clemente residents looking to maximize their financial well-being and minimize their tax burden.

Estate Planning Lawyer

Residents of San Clemente, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help San Clemente residents is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is particularly important in San Clemente, a coastal city known for its high property values and affluent residents. An estate planning lawyer can also help residents minimize taxes, avoid probate, and protect their assets from creditors and lawsuits. Additionally, an estate planning lawyer can assist with creating trusts, establishing guardianships, and drafting healthcare directives, all of which can provide peace of mind for San Clemente residents and their families.

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