Banks & Credit Unions in San Mateo, CA

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Bank Branches and ATMs in San Mateo, CA

First Bank

5 out of 5

Location 24 E 4th Ave, San Mateo, CA 94401, USA
Phone (650) 348-2691
Union Bank

4 out of 5

Location 390 S El Camino Real, San Mateo, CA 94402, USA
Phone (650) 342-9411
Sterling Bank & Trust
Location 15 E 4th Ave, San Mateo, CA 94401, USA
Phone (650) 685-8303
Patelco Credit Union

5 out of 5

Location 51 Bovet Rd, San Mateo, CA 94402, USA
Phone (800) 358-8228
First Commercial Bank (USA)
Location 2727 S El Camino Real Suite G, San Mateo, CA 94403, USA
Phone (650) 931-8568
Cathay Bank
Location 1 E 3rd Ave Ste. 101, San Mateo, CA 94401, USA
Phone (650) 525-4618
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About San Mateo, CA

San Mateo is a city located in California. It is situated south of San Francisco and north of Santa Clara. Some of the landmarks in San Mateo include the Bay Meadows Racetrack, Coyote Point Park, and the San Mateo County History Museum. The top employers in San Mateo are Facebook, Google, and LinkedIn. Some of the major highways and streets in San Mateo include Highway 101 and El Camino Real. The neighborhoods in San Mateo include Central Park, Hillcrest Terrace, and Laurelwood.

Where San Mateo, CA Banks & Credit Unions Serve

San Mateo, CA Banking Related Services

Estate Planning Lawyer

Estate planning lawyers in San Mateo, CA can help residents create wills and trusts to ensure their assets are distributed according to their wishes after they die. They can also help residents set up powers of attorney and healthcare directives to make sure their loved ones are taken care of if they become incapacitated.

Insurance Broker

San Mateo, CA residents can benefit from the services of insurance brokers. Insurance brokers can help San Mateo, CA residents find the right insurance policy for their needs and budget. They can also help San Mateo, CA residents file claims and get the most out of their policies.

Retirement Planning

San Mateo, CA residents have plenty of financial advisors to choose from when it comes to retirement planning. But how do you know which advisor is right for you?One important factor to consider is the advisor's experience and qualifications. Make sure the advisor has a solid track record and is licensed to offer financial advice in your state. You'll also want to find out about the fees they charge, as these can vary widely.It's also a good idea to get referrals from friends or family members who have worked with an advisor in the past. And finally, be sure to interview several advisors before making a decision. This will give you a chance to ask questions and get a feel for whether or not the advisor is a good fit for you.

Wealth Management

There are many benefits to wealth management, especially for San Mateo, CA residents. Wealth management can help you protect your assets, grow your money, and plan for the future. It can also help you save on taxes and make smart investment decisions.

Financial Advisor

Financial advisors in San Mateo, CA can help residents save for their future. Residents of San Mateo, CA have a lot to look forward to. With its close proximity to Silicon Valley and all that it has to offer, the city is growing by leaps and bounds. But with growth comes change, and it's important for residents to be prepared for the future. That's where financial advisors come in. Financial advisors can help residents save for their future and make sure they are on track for a comfortable retirement. They can also help residents manage their current finances and make wise investment choices. If you're looking for a financial advisor in San Mateo, CA, there are plenty of options to choose from. You just need to do your research and find the right one for you.

Mortgage Loan Officer

Mortgage loan officers in San Mateo, CA can help residents with a variety of services, including finding the best mortgage rates and helping them understand their options. They can also provide assistance with refinancing, home buying, and home equity loans.

Tax Services

Residents of San Mateo, CA, who are in need of assistance preparing and filing their taxes, can benefit from the services of a tax accountant. A good tax accountant can help residents save time and money, and ensure that they receive the maximum possible refund on their return.


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