Banks & Credit Unions in Rancho Santa Fe, CA

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Bank Branches and ATMs in Rancho Santa Fe, CA

Merrill Lynch Wealth Management Advisor Tanner Curtiss
Location 5951 La Sendita Bldg A, Rancho Santa Fe, CA 92067, USA
Phone (858) 381-8977
Directions
Merrill Lynch Wealth Management
3 out of 5
Location 6002 El Tordo, Rancho Santa Fe, CA 92067, USA
Phone (858) 381-8120
Directions
The Pangaea Group at Morgan Stanley
5 out of 5
Location 6037 La Flecha, Rancho Santa Fe, CA 92067, USA
Phone (858) 613-7101
Directions
Pacific Western Bank
3 out of 5
Location 6110 El Tordo, Rancho Santa Fe, CA 92067, USA
Phone (858) 756-3023
Directions
Union Bank
4 out of 5
Location 669 S Rancho Santa Fe Rd, San Marcos, CA 92069, USA
Phone (760) 744-2491
Directions
Chase ATM
5 out of 5
Location 6041 La Flecha, Rancho Santa Fe, CA 92067, USA
Phone (800) 935-9935
Directions
Wells Fargo Bank
5 out of 5
Location 6008 Paseo Delicias, Rancho Santa Fe, CA 92067, USA
Phone (858) 756-4480
Directions
U.S. Bank Branch
4 out of 5
Location 16083 San Dieguito Rd, Rancho Santa Fe, CA 92067, USA
Phone (858) 521-7640
Directions
U.S. Bank Branch
3 out of 5
Location 190 S Rancho Santa Fe Rd, San Marcos, CA 92078, USA
Phone (760) 734-4140
Directions
David J Ross - Morgan Stanley
Location 6041 La Flecha, Rancho Santa Fe, CA 92067, USA
Phone (858) 613-8170
Directions
Private Banker
Location 6030 El Tordo # A, Rancho Santa Fe, CA 92091, USA
Phone (858) 756-3350
Directions
Merrill Lynch Wealth Management Advisor Nathan Labiak
Location 5951 La Sendita Bldg A, Rancho Santa Fe, CA 92067, USA
Phone (858) 381-8989
Directions
Union Bank
SEC File# 801-70084
CRD# 14455
5 out of 5
Location 6004 Paseo Delicias, Rancho Santa Fe, CA 92067, USA
Phone (858) 756-2426
Directions
Pacific Western Bank
Location 6110 El Tordo, Rancho Santa Fe, CA 92067, USA
Phone (800) 350-3557
Directions
Merrill Lynch Wealth Management Advisor David Massey
Location 5951 La Sendita Bldg A, Rancho Santa Fe, CA 92067, USA
Phone (858) 381-8120
Directions
ATM
SEC File# 801-111055
CRD# 158043
Location 5690 Cancha de Golf, Rancho Santa Fe, CA 92091, USA
Directions
Financial Advisors | U.S. Bancorp Investments
Location 16083 San Dieguito Rd Ste F1, Rancho Santa Fe, CA 92091, USA
Phone (858) 521-7652
Directions
U.S. Bank-John Hicks-Mortgage Loan Officer
Location U.S. Bank Area Served, Rancho Santa Fe, CA 92014, USA
Phone (615) 251-0832
Directions
SEC File# 801-117265
CRD# 298327
5 out of 5
Location 6013 La Granada, Rancho Santa Fe, CA 92091, USA
Phone (858) 756-1566
Directions
U.S. Bank ATM - Rancho Santa Fe
SEC File# 801-60449
CRD# 122141
Location 16083 San Dieguito Rd, Rancho Santa Fe, CA 92091, USA
Phone (800) 872-2657
Directions
The CenterPoint One Group - Morgan Stanley
Location 6037 La Flecha Box 415, Rancho Santa Fe, CA 92067, USA
Phone (858) 613-8150
Directions
La Costa Financial-Investment
Location Rancho Santa Fe, CA 92067, USA
Phone (760) 436-6575
Directions
The Rancho Santa Fe Group - Morgan Stanley
Location 6041 La Flecha, Rancho Santa Fe, CA 92067, USA
Phone (858) 613-8180
Directions
Atherton Trust company
Location 16909 Via De Santa Fe #100, Rancho Santa Fe, CA 92067, USA
Phone (760) 751-7027
Directions
Rancho Santa Fe Mortgage
Location 6119 La Flecha, Rancho Santa Fe, CA 92067, USA
Phone (888) 859-5416
Directions
Chase Bank
4 out of 5
Location 6041 La Flecha, Rancho Santa Fe, CA 92067, USA
Phone (858) 756-3777
Directions
Rancho Private Wealth
Location 5531 Cancha de Golf Suite 201, Rancho Santa Fe, CA 92091, USA
Phone (858) 200-0616
Directions
Corporate Mortgage Advisors
Location 16909 Via De Santa Fe, Rancho Santa Fe, CA 92067, USA
Phone (858) 336-0520
Directions
Chase Bank
3 out of 5
Location 607 Lomas Santa Fe Dr, Solana Beach, CA 92075, USA
Phone (858) 755-0154
Directions
Ronald William Thomas - Morgan Stanley
Location 6041 La Flecha, Rancho Santa Fe, CA 92067, USA
Phone (858) 613-7107
Directions
Wells Fargo Advisors
Location 16975 Avenida De Acacias SUITE 9, Rancho Santa Fe, CA 92067, USA
Phone (858) 673-4800
Directions
Wells Fargo Private Bank
Location 6046 El Tordo, Rancho Santa Fe, CA 92067, USA
Phone (858) 261-6230
Directions
Bank of America ATM (Drive-thru)
Location 17008 Avenida De Acacias, Rancho Santa Fe, CA 92067, USA
Phone (844) 401-8500
Directions
OneWest Bank
5 out of 5
Location 6009 Paseo Delicias Suite A, Rancho Santa Fe, CA 92067, USA
Phone (858) 756-1501
Directions
Wells Fargo Home Mortgage
Location 6046 El Tordo, Rancho Santa Fe, CA 92067, USA
Phone (858) 756-8673
Directions
Morgan Stanley Smith Barney
Location 6006 El Tordo, Rancho Santa Fe, CA 92067, USA
Phone (858) 756-1161
Directions
Merrill Lynch Wealth Management Advisor Ronald D. Hegardt
Location 6002 El Tordo, Rancho Santa Fe, CA 92067, USA
Phone (858) 381-8300
Directions
Bank of America (with Drive-thru ATM)
3 out of 5
Location 17008 Avenida De Acacias, Rancho Santa Fe, CA 92067, USA
Phone (858) 759-7280
Directions
RockItCoin Bitcoin ATM
Location 16095 San Dieguito Rd, Rancho Santa Fe, CA 92067, USA
Phone (888) 702-4836
Directions
Banc of California
4 out of 5
Location 16975 Avenida De Acacias, Rancho Santa Fe, CA 92067, USA
Phone (858) 400-2993
Directions
Cardtronics ATM
Location 16950 Via De Santa Fe, Rancho Santa Fe, CA 92091, USA
Directions
Wells Fargo ATM
Location 6008 Paseo Delicias, Rancho Santa Fe, CA 92091, USA
Directions
Merrill Lynch Wealth Management Advisor Lisa Pacheco
5 out of 5
Location 5951 La Sendita Bldg A, Rancho Santa Fe, CA 92067, USA
Phone (858) 381-8317
Directions
Bank of America (with Drive-thru ATM)
2 out of 5
Location 601 S Rancho Santa Fe Rd, San Marcos, CA 92078, USA
Phone (760) 471-3165
Directions
Banks in Rancho Santa Fe, CA

Where Rancho Santa Fe, CA Banks & Credit Unions Serve

Nestled in the rolling hills of San Diego County, Rancho Santa Fe is a picturesque community that boasts a rich history and a vibrant present. From its iconic landmarks to its top employers, this town has something for everyone. The Rancho Santa Fe Golf Club, with its lush fairways and stunning views, is a favorite among residents and visitors alike. Other notable landmarks include the historic Inn at Rancho Santa Fe and the luxurious Rancho Valencia Resort & Spa. When it comes to employment, Rancho Santa Fe is home to a number of top companies, including Qualcomm, ViaSat, and General Atomics. Major highways like Interstate 5 and State Route 56 provide easy access to nearby cities, while local streets like Paseo Delicias and Avenida De Acacias are lined with charming shops and restaurants.

Rancho Santa Fe, CA Banking Related Services

Insurance Broker

Residents of Rancho Santa Fe, CA can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help residents find the best insurance policies that meet their specific needs and budget. As Rancho Santa Fe is an affluent community, insurance brokers can provide tailored coverage for high-value homes, luxury cars, and valuable possessions. Additionally, an insurance broker can assist residents in understanding complex insurance policies and navigating the claims process should they need to file a claim. With the wildfires that have affected the area in recent years, insurance brokers can also provide guidance on how to ensure adequate coverage for fire damage and other natural disasters. Overall, an insurance broker can provide peace of mind and protection for residents of Rancho Santa Fe, CA.

Retirement Planning

Residents of Rancho Santa Fe, CA could greatly benefit from the help of a retirement planner. One of the most common ways a planner could assist is by providing guidance on how to maintain their luxurious lifestyle in retirement. Rancho Santa Fe is known for its high-end real estate and affluent residents, so it's crucial for retirees to have a solid financial plan in place to ensure they can continue to enjoy the finer things in life. A retirement planner could also help navigate the complex tax laws and investment options available to residents, ensuring they make the most of their retirement savings. Overall, a retirement planner could provide peace of mind and a clear path forward for residents of Rancho Santa Fe as they plan for their golden years.

Wealth Management

Residents of Rancho Santa Fe, CA could benefit from the expertise of a wealth manager in a variety of ways. One specific area where a wealth manager could be particularly helpful is in navigating the complex tax laws that are unique to California. With some of the highest income and property tax rates in the country, California residents may need specialized advice on how to minimize their tax burden while still achieving their financial goals. A wealth manager could also provide guidance on investment strategies, estate planning, and retirement planning, all of which are important considerations for residents of this affluent community. By working with a skilled wealth manager, residents of Rancho Santa Fe can feel confident that they are making informed decisions about their finances and planning for a secure future.

Financial Advisor

Residents of Rancho Santa Fe, CA can benefit greatly from the guidance of a financial advisor. With the high cost of living in this affluent community, it's important for residents to have a solid financial plan in place. A financial advisor can help them create a budget, invest wisely, and plan for retirement. Additionally, many residents of Rancho Santa Fe are business owners or entrepreneurs, and a financial advisor can help them navigate the complexities of running a business and make smart financial decisions. With the help of a financial advisor, residents of Rancho Santa Fe can feel confident in their financial future and enjoy the luxurious lifestyle this community has to offer.

Mortgage Loan Officer

Residents of Rancho Santa Fe, CA can benefit from a mortgage loan officer in several ways. Firstly, the officer can assist with the process of obtaining a mortgage loan for a new home purchase or refinancing an existing mortgage. This is particularly important in Rancho Santa Fe, where the housing market is highly competitive and home prices are among the highest in the country. Additionally, a mortgage loan officer can provide guidance on the various types of loans available, such as fixed or adjustable rate mortgages, and help residents choose the best option for their financial situation. They can also help residents navigate the complex paperwork and documentation required for a mortgage application, ensuring a smooth and efficient process. Ultimately, a mortgage loan officer can help residents of Rancho Santa Fe achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Rancho Santa Fe, CA could benefit greatly from the assistance of a tax advisor in a variety of ways. One specific way is by taking advantage of the tax benefits available for those who live in this affluent community. With a median household income of over $200,000, many residents may be subject to higher tax rates and could benefit from strategic tax planning. A tax advisor could help residents navigate complex tax laws and identify deductions and credits that could reduce their tax liability. Additionally, with many residents owning businesses or investment properties, a tax advisor could provide valuable guidance on structuring these assets in the most tax-efficient way possible. Overall, a tax advisor could provide invaluable support to residents of Rancho Santa Fe, helping them to maximize their wealth and minimize their tax burden.

Estate Planning Lawyer

Residents of Rancho Santa Fe, CA would benefit from the services of an estate planning lawyer in a number of ways. For starters, the average income in Rancho Santa Fe is significantly higher than the national average, which means that many residents have amassed substantial wealth. An estate planning lawyer can help these individuals create a comprehensive plan for managing and distributing their assets in the event of their death. Additionally, Rancho Santa Fe is home to many retirees who may be concerned about protecting their assets and ensuring that they have enough money to live comfortably during their golden years. An estate planning lawyer can help these individuals create a plan that addresses their unique needs and concerns, such as long-term care and healthcare costs. Finally, many residents of Rancho Santa Fe have complex family structures, with multiple marriages, step-children, and blended families. An estate planning lawyer can help these individuals navigate the legal complexities of their family situation and ensure that their assets are distributed according to their wishes.

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