Banks & Credit Unions in San Marcos, CA

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Bank Branches and ATMs in San Marcos, CA

U.S. Bank ATM - San Marcos - Twin Oaks - Ralphs
3 out of 5
Location 306 S Twin Oaks Valley Rd, San Marcos, CA 92078, USA
Phone (800) 872-2657
Banc of California
5 out of 5
Location 1642 W San Marcos Blvd, San Marcos, CA 92078, USA
Phone (760) 744-0273
Navy Federal Credit Union
4 out of 5
Location 709 Center Dr Ste 102, San Marcos, CA 92069, USA
Phone (888) 842-6328
California Coast Credit Union San Marcos Branch
4 out of 5
Location 140 Knoll Rd, San Marcos, CA 92069, USA
Phone (858) 495-1600
Rancho Santa Fe Thrift & Loan
2 out of 5
Location 1001 W San Marcos Blvd #125, San Marcos, CA 92078, USA
Phone (760) 736-2000
US Bank ATM
5 out of 5
Location 190 S Rancho Santa Fe Rd, San Marcos, CA 92078, USA
Bank of America Financial Center
3 out of 5
Location 336 S Twin Oaks Valley Rd, San Marcos, CA 92078, USA
Phone (760) 891-0748
Banks in San Marcos, CA

Where San Marcos, CA Banks & Credit Unions Serve

San Marcos, CA is located in north-central San Diego County and is bisected by the Interstate 5 freeway. The city has a population of approximately 83,000 and is home to several major employers, including Palomar College, Kaiser Permanente, and Thermo Fisher Scientific. Some of the city's major landmarks include the San Marcos Civic Center and the Cal State San Marcos campus. Major streets in San Marcos include Rancho Santa Fe Road, Las Posas Road, and Craven Road. The city's neighborhoods include La Mesa Verde, Twin Oaks Valley, and Discovery Hills.

San Marcos, CA Banking Related Services

Estate Planning Lawyer

Estate planning lawyers in San Marcos, CA can help residents protect their property and plan for the future. Residents of San Marcos, CA who are over the age of 18 should have an estate plan in place. An estate plan is a document that outlines your wishes for your property and assets in the event of your death. If you do not have an estate plan, state law will dictate how your property is divided up after your death. This may not be what you would want, and could lead to family disputes. An estate planning lawyer can help you create a will and other documents that will ensure that your wishes are carried out after your death. They can also help you set up trusts and other arrangements to protect your assets during your lifetime.

Insurance Broker

Residents of San Marcos, CA can benefit from the services of insurance brokers. Insurance brokers can help residents find the best rates and coverage for their needs. They can also help residents file claims and understand their policies. In addition, insurance brokers are familiar with the different types of insurance available, and can recommend the right policy for each individual.

Retirement Planning

San Marcos, CA residents who are looking for help with retirement planning can benefit from working with a financial advisor. Financial advisors have the training and experience to help people create a plan that will meet their needs both now and in the future. They can also provide advice on how to save for retirement, invest for retirement, and manage their money wisely.

Wealth Management

If you live in San Marcos, CA, then you know that the cost of living is high. That's why it's important to invest your money wisely and seek the help of a wealth management firm. A good wealth management firm can help you save money on taxes, make wise investment choices, and plan for retirement.

Financial Advisor

Financial advisors can help San Marcos, CA residents in a number of ways. For one, they can provide guidance on how to save for retirement and other financial goals. They can also help people invest their money wisely and make sound financial decisions. In addition, financial advisors can offer advice on insurance, estate planning, and other important topics. By working with a financial advisor, San Marcos residents can get the help they need to achieve their financial goals.

Mortgage Loan Officer

Mortgage loan officers in San Marcos, CA can help residents with a number of services, including finding the best mortgage rates and helping them through the loan application process. They can also provide advice on choosing a home and what to do if you're struggling to make your monthly mortgage payments.

Tax Services

Residents of San Marcos, CA can benefit from the expertise of tax accountants in order to ensure that they are taking all available deductions and credits on their tax returns. Tax accountants can also help residents plan for future years and make sure that they are taking advantage of new laws and regulations.

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