Banks & Credit Unions in Templeton, CA

We did the hard work of finding trustworthy partners in Templeton, 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 Templeton, CA

Umpqua Bank
4 out of 5
Location 624 S Main St Suite 101-B, Templeton, CA 93465, USA
Phone (805) 400-6031
Mechanics Bank - Templeton Branch
3 out of 5
Location 1025 Las Tablas Rd, Templeton, CA 93465, USA
Phone (805) 434-0629
Pacific Western Bank
Location 1204 Spring St, Paso Robles, CA 93446, USA
Phone (805) 226-5300
Bank of the Sierra
4 out of 5
Location 1207 Spring St, Paso Robles, CA 93446, USA
Phone (805) 239-9520
Pacific Premier Bank
4 out of 5
Location 545 12th St, Paso Robles, CA 93446, USA
Phone (805) 769-9228
Pacific Premier Bank
3 out of 5
Location 7480 El Camino Real, Atascadero, CA 93422, USA
Phone (805) 468-4733
Larry M Jordan Tax & Financial
Location 65 S Main St, Templeton, CA 93465, USA
Phone (805) 434-5095
Edward Jones - Financial Advisor: Matt Oppedahl, AAMS™
Location 520 S Main St Suite B, Templeton, CA 93465, USA
Phone (805) 434-5336
Banks in Templeton, CA

Where Templeton, CA Banks & Credit Unions Serve

Templeton is a small town in California that is best known for its wineries. The area is also home to several major employers, including Sierra Vista Regional Medical Center and the San Luis Obispo County Sheriff's Department. Some of the major highways and streets in Templeton include Highway 1 and Vineyard Drive. The town's neighborhoods include Rancho Grande, West Templeton, and East Templeton.

Templeton, CA Banking Related Services

Estate Planning Lawyer

Templeton, CA residents who want to ensure their estate is handled in the way they desire can work with an estate planning lawyer to create a will or trust. An estate planning lawyer can also help with other tasks such as setting up guardianships for children and pets, and creating powers of attorney.

Insurance Broker

Templeton, CA residents looking for insurance can benefit from the services of an insurance broker. An insurance broker is someone who can help you find the best policy for your needs and budget. They will work with you to find a policy that meets your requirements and is affordable. If you are in need of insurance, contact an insurance broker today.

Retirement Planning

Templeton, CA residents have several options when it comes to planning for retirement. One of the most important decisions they'll need to make is whether to rely on their own savings or invest in a retirement plan offered by their employer. Financial advisors can help residents weigh the pros and cons of each option and make the best decision for their individual situation. They can also offer guidance on how much money to save each month and recommend specific investments that will provide the greatest return on investment.

Wealth Management

Templeton, CA is a small town with a population of just over 2,000 people. It's located in the central valley of California and is surrounded by farmland. The main industry in Templeton is agriculture, but the town has seen a recent growth in wealth management firms who are looking to serve the needs of the wealthy residents of Templeton and the surrounding areas. Wealth management can help these residents protect their assets, grow their money, and plan for their future.

Financial Advisor

Templeton, CA residents who are looking for help with their finances can find what they need from a financial advisor. Financial advisors can provide guidance on how to save money and invest it wisely, as well as how to reduce expenses and manage debt. In addition, financial advisors can offer tips on estate planning and retirement planning.

Mortgage Loan Officer

Mortgage loan officers in Templeton, CA can help residents secure home loans that best fit their needs. By providing a variety of options and working with borrowers to find the most affordable rates, mortgage loan officers can help families purchase their dream homes without breaking the bank. In addition, they can also assist those who are looking to refinance their current mortgages or take out second mortgages.

Tax Services

Residents of Templeton, CA can benefit from the services of a tax accountant. A good tax accountant can help residents save money on their taxes and ensure that they are in compliance with the law. Residents who are looking for a good tax accountant should consider contacting one of the accounting firms in Templeton, CA.


Personal, Business & Online Bank FAQs