Banks & Credit Unions in San Rafael, CA

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Bank Branches and ATMs in San Rafael, CA

Presidio Bank
Location 2986, 999 Fifth Ave #100, San Rafael, CA 94901, USA
Phone (415) 456-6000
Directions
Union Bank
4 out of 5
Location 369 3rd St Suite A, San Rafael, CA 94901, USA
Phone (415) 784-2300
Directions
Bank of Marin
5 out of 5
Location 999 Andersen Dr, San Rafael, CA 94901, USA
Phone (415) 259-0365
Directions
Banks in San Rafael, CA

Where San Rafael, CA Banks & Credit Unions Serve

San Rafael, CA is a vibrant city located in Marin County, California. This bustling city is home to a variety of landmarks, including the historic Mission San Rafael Arcangel, the Marin County Civic Center, and the Frank Lloyd Wright-designed Marin County Civic Center. The city's top employers include Autodesk, Kaiser Permanente, and BioMarin Pharmaceutical. Major highways and streets in San Rafael include Highway 101, the Richmond-San Rafael Bridge, and the famous Miracle Mile. The city is also home to a variety of neighborhoods, including the charming Gerstle Park and the upscale Dominican neighborhood. Whether you're looking for a historic landmark or a bustling city center, San Rafael has something to offer everyone.

San Rafael, CA Banking Related Services

Insurance Broker

Residents of San Rafael, CA can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by providing guidance and support in selecting the most suitable insurance policies for their unique needs. As a bustling city located in the heart of Marin County, San Rafael is home to a diverse population with varying insurance needs. An experienced insurance broker can help residents navigate the complex insurance market and find the right coverage for their homes, cars, businesses, and health. Additionally, insurance brokers can provide valuable advice on how to save money on premiums and ensure that residents are adequately protected in the event of an unexpected loss. Overall, an insurance broker can be a valuable resource for San Rafael residents looking to secure their financial future and protect their assets.

Retirement Planning

Residents of San Rafael, CA could benefit from the expertise of a retirement planner in several ways. One of the most common ways is by developing a personalized retirement plan that takes into account their current financial situation and future goals. San Rafael is known for its high cost of living, and a retirement planner can help residents navigate the complexities of saving for retirement while also managing other financial obligations. Additionally, a retirement planner can help residents maximize their Social Security benefits and create a tax-efficient retirement income strategy. With the help of a retirement planner, residents of San Rafael can feel confident that they are on track to achieve their retirement goals and enjoy a comfortable retirement.

Wealth Management

Residents of San Rafael, CA can benefit from the services of a wealth manager in a variety of ways. One of the most common ways a wealth manager can help is by providing financial planning and investment management services. San Rafael is known for its high cost of living, and a wealth manager can help residents navigate the complexities of managing their wealth and investments in such an environment. Additionally, a wealth manager can assist with retirement planning, tax planning, and estate planning, all of which are important considerations for San Rafael residents who want to ensure their financial security and that of their loved ones. Ultimately, a wealth manager can provide personalized advice and guidance to help San Rafael residents achieve their financial goals and live the life they want.

Financial Advisor

Residents of San Rafael, CA can benefit greatly from the services of a financial advisor. With its high cost of living and competitive job market, many individuals in San Rafael are looking for ways to manage their finances more effectively. A financial advisor can assist with budgeting, investment planning, retirement savings, and debt management, helping residents to achieve their financial goals and secure their future. Additionally, with the recent wildfires and ongoing threat of earthquakes in the area, a financial advisor can provide guidance on insurance and emergency preparedness to ensure that residents are protected in the event of a natural disaster. Overall, a financial advisor can be a valuable resource for individuals in San Rafael, helping them to navigate the complexities of personal finance and achieve financial stability.

Mortgage Loan Officer

Residents of San Rafael, CA can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents secure the financing they need to purchase a home, refinance an existing mortgage, or make home improvements. One specific way that mortgage loan officers can assist San Rafael residents is by helping them navigate the unique housing market in the area. With its proximity to San Francisco and beautiful natural surroundings, San Rafael can be an expensive place to live. A knowledgeable mortgage loan officer can help residents understand their options and find a mortgage that fits their budget and needs. Whether they are first-time homebuyers or experienced homeowners, San Rafael residents can benefit from the expertise and guidance of a mortgage loan officer.

Tax Services

Residents of San Rafael, CA can benefit greatly from the guidance of a tax advisor. With the high cost of living in the area, a tax advisor can help residents navigate the complex tax laws and regulations to maximize their deductions and minimize their tax liability. One specific area where a tax advisor can be especially helpful is in regards to the state and local taxes (SALT) deduction, which has been limited under recent tax reform. A knowledgeable tax advisor can help San Rafael residents understand how this change affects them and explore alternative strategies to reduce their tax burden. Additionally, with many residents in the area being self-employed or small business owners, a tax advisor can provide valuable advice on business deductions and other tax planning strategies to help them succeed financially.

Estate Planning Lawyer

Residents of San Rafael, CA can greatly benefit from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive plan that ensures the smooth transfer of assets and property after the individual's passing. This is particularly important in San Rafael, where the cost of living is high, and property values are constantly on the rise. An estate planning lawyer can also help with drafting important legal documents such as wills, trusts, and power of attorney agreements. Additionally, they can provide guidance on tax planning and asset protection strategies to help residents protect their hard-earned wealth and provide for their loved ones. Overall, an estate planning lawyer can help residents of San Rafael, CA achieve peace of mind knowing that their assets and loved ones are protected.

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