Banks & Credit Unions in Fair Oaks, CA

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Bank Branches and ATMs in Fair Oaks, CA

Bank of America (with Drive-thru ATM)
2 out of 5
Location 7850 Kingswood Dr, Citrus Heights, CA 95610, USA
Phone (916) 861-9890
Language https://locators.bankofamerica.com/ca/citrusheights/financial-centers-citrus-heights-9414.html?utm_source=GMBlisting&utm_medium=organic
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U.S. Bank Branch
4 out of 5
Location 5450 Dewey Dr, Fair Oaks, CA 95628, USA
Phone (916) 535-0230
Language https://locations.usbank.com/index/california/fair-oaks/dewey-drive-safeway-branch.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
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Chase Bank
4 out of 5
Location 3601 Fair Oaks Blvd, Sacramento, CA 95864, USA
Phone (916) 485-0226
Language https://locator.chase.com/ca/sacramento/3601-fair-oaks-blvd?jp_cmp=rb%2FLocalListings%2Faff%2Fbranch%2Fna&y_source=1_MjA0MzEwNy03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
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Citibank ATM
5 out of 5
Location 8500 Madison Ave, Fair Oaks, CA 95628, USA
Phone (800) 627-3999
Language https://online.citi.com/
Directions
Sacramento Credit Union
5 out of 5
Location 8100 Madison Ave, Fair Oaks, CA 95628, USA
Phone (916) 444-6070
Language https://www.sactocu.org/
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River City Bank
5 out of 5
Location 5650 Sunrise Blvd, Citrus Heights, CA 95610, USA
Phone (916) 863-2265
Language https://www.rivercitybank.com/
Directions
Heritage Community Credit Union
4 out of 5
Location 5329 Sunrise Blvd, Fair Oaks, CA 95628, USA
Phone (916) 364-1700
Language https://www.heritageccu.com/about-us/locations-hours.html?utm_source=google&utm_medium=organic&utm_campaign=gbp
Directions
ATM
SEC File# 801-29945
CRD# 105267
Location 8121 Madison Ave, Fair Oaks, CA 95628, USA
Directions
Banks in Fair Oaks, CA

Where Fair Oaks, CA Banks & Credit Unions Serve

Fair Oaks, CA is a vibrant and bustling community situated in Sacramento County. The town is blessed with numerous landmarks that are a testament to its rich history. The Old Fair Oaks Village, for instance, is a charming district that boasts of unique shops, restaurants, and cafes. The Fair Oaks Theatre Festival is another notable landmark that attracts tourists and locals alike. In terms of employment, Fair Oaks is home to several top employers, including Intel, Kaiser Permanente, and the Sacramento County Government. These companies offer a wide range of job opportunities, from entry-level positions to executive roles. Major highways and streets in Fair Oaks include the US-50, which connects the town to Sacramento and Lake Tahoe, and the Sunrise Boulevard, which is a major thoroughfare that runs through the heart of the city. Fair Oaks is also divided into several neighborhoods, each with its unique charm and character.

Fair Oaks, CA Banking Related Services

Insurance Broker

Residents of Fair Oaks, CA can benefit greatly from the services of an insurance broker. With the ever-changing insurance landscape, it can be overwhelming to navigate the various policies and coverage options available. An insurance broker can help residents of Fair Oaks, CA find the right insurance coverage for their needs, whether it be for home, auto, or health insurance. Specifically, in Fair Oaks, CA, where wildfires are a common occurrence, an insurance broker can help residents understand their coverage options for fire damage and ensure they have adequate protection. Additionally, an insurance broker can assist with navigating the complex healthcare system and finding the best health insurance plan for individuals and families. Overall, an insurance broker can provide valuable guidance and support to residents of Fair Oaks, CA in protecting their assets and securing their future.

Retirement Planning

Residents of Fair Oaks, CA can benefit from the services of a retirement planner in a number of ways. For example, a retirement planner can help them create a personalized plan for their retirement years that takes into account their unique financial situation, goals, and needs. This might involve developing a budget, identifying sources of income, and creating a savings plan. Additionally, a retirement planner can help residents of Fair Oaks, CA navigate the complex world of retirement benefits, such as Social Security and Medicare. For example, they can help them understand the rules and regulations surrounding these programs, and help them make informed decisions about when to begin claiming benefits. Overall, a retirement planner can be an invaluable resource for residents of Fair Oaks, CA who want to ensure that they are financially secure and well-prepared for their golden years.

Wealth Management

Residents of Fair Oaks, CA can benefit greatly from the services of a wealth manager. With its proximity to Sacramento and the Bay Area, many Fair Oaks residents have accumulated significant wealth through successful careers or investments. A wealth manager can help these individuals manage their assets, plan for retirement, and create a comprehensive financial plan to ensure long-term stability. Additionally, with the recent influx of tech companies to the Sacramento area, many Fair Oaks residents may be receiving stock options or other equity-based compensation. A wealth manager can provide guidance on how to manage and diversify these assets to minimize risk and maximize returns. Overall, a wealth manager can provide valuable insight and expertise to help Fair Oaks residents achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Fair Oaks, CA can benefit greatly from the guidance of a financial advisor. One of the most common ways that a financial advisor can help is by creating a comprehensive financial plan that takes into account the unique needs and circumstances of each individual or family. This can include strategies for saving for retirement, paying off debt, and investing in the local real estate market. Additionally, a financial advisor can provide valuable insights into the local economy and help residents make informed decisions about their finances. For example, with the recent growth of the tech industry in nearby Sacramento, a financial advisor may recommend investing in technology stocks or starting a side business in the industry. Overall, a financial advisor can help residents of Fair Oaks, CA achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Fair Oaks, CA can greatly benefit from the assistance of a mortgage loan officer. With the high cost of living in the area, many residents may struggle to secure a mortgage on their own. A mortgage loan officer can provide guidance and support throughout the entire mortgage process, from pre-approval to closing. Additionally, Fair Oaks is known for its diverse housing market, ranging from historic homes to modern developments. A knowledgeable loan officer can help residents navigate the unique challenges of purchasing a home in this area, such as understanding local zoning laws and finding the right financing options for their specific needs. Overall, the expertise of a mortgage loan officer can help Fair Oaks residents achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Fair Oaks, CA can benefit greatly from the expertise of a tax advisor. With a population of over 30,000 people, Fair Oaks is a bustling community with a diverse range of income levels and tax situations. A tax advisor can help residents navigate the complex tax code and ensure they are taking advantage of all available deductions and credits. Additionally, Fair Oaks is home to many small business owners who can benefit from the guidance of a tax advisor on issues such as payroll taxes and business deductions. Overall, a tax advisor can provide valuable assistance to residents of Fair Oaks in maximizing their tax benefits and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Fair Oaks, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents of Fair Oaks is by working with them to create a comprehensive estate plan that takes into account their unique circumstances and goals. This might involve drafting a will, establishing trusts, and developing strategies for minimizing tax liability and avoiding probate. Additionally, an estate planning lawyer can provide guidance and support to families who are dealing with the complex process of administering an estate after a loved one has passed away. In Fair Oaks, where many families have deep roots and complex family relationships, the guidance of an experienced estate planning lawyer can be invaluable in helping residents navigate the legal and financial aspects of estate planning and administration.

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs

Fair Oaks, CA, a small town nestled in the Sacramento Valley, offers a variety of popular banking services to its residents. From traditional checking and savings accounts to more complex investment options, Fair Oaks residents have access to a wide range of financial products and services. One unique aspect of banking in Fair Oaks is the emphasis on community involvement and support. Many local banks and credit unions offer special programs and discounts for small businesses and non-profit organizations, helping to foster a strong sense of community and economic growth. Additionally, with the rise of online and mobile banking, Fair Oaks residents can easily manage their finances from the comfort of their own homes, making banking more convenient and accessible than ever before.

Fair Oaks, CA is the epitome of a banking haven, offering an array of financial institutions to cater to every need. From small community banks to large national banks, Fair Oaks has it all. But what sets Fair Oaks apart is its commitment to customer service. The banks in this area are known for their personalized approach, taking the time to understand each customer's unique financial situation and providing tailored solutions. The community banks in Fair Oaks, in particular, have a deep understanding of the local market and offer flexible loan options to support small businesses in the area. Additionally, the banks in Fair Oaks have embraced technology, making it easy for customers to access their accounts and conduct transactions remotely. Whether you're looking for a mortgage, a checking account, or investment services, Fair Oaks, CA is undoubtedly the best place to avail banking services.