Monday: 5:00 AM – 12:00 AM Tuesday: 5:00 AM – 12:00 AM Wednesday: 5:00 AM – 12:00 AM Thursday: 5:00 AM – 12:00 AM Friday: 5:00 AM – 12:00 AM Saturday: 5:00 AM – 12:00 AM Sunday: 5:00 AM – 12:00 AM

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ATM

SEC File# 801-111055

CRD# 158043

28562 Oso Pkwy, Rancho Santa Margarita, CA 92688, USA

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Where Rancho Santa Margarita, CA Banks & Credit Unions Serve

Nestled in the heart of Orange County, California, lies the charming city of Rancho Santa Margarita. With its picturesque landscapes and vibrant community, this city boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods that make it a highly sought-after destination. One of the most notable landmarks in Rancho Santa Margarita is the Rancho Santa Margarita Lake, which offers a serene and tranquil setting for outdoor activities such as fishing, boating, and hiking. Another landmark worth visiting is the Tijeras Creek Golf Club, which boasts an 18-hole championship golf course surrounded by breathtaking views of the Santa Ana Mountains. In terms of top employers, Rancho Santa Margarita is home to several major corporations such as Applied Medical, Cox Communications, and Veri-Tax. These companies provide job opportunities for the city's residents and contribute to the local economy.

Nearby Locations

Alameda County, CA Alameda, CA Alamo, CA Aliso Viejo, CA Anaheim, CA Auburn, CA Bakersfield, CA Banning, CA

Rancho Santa Margarita, CA Banking Related Services

Insurance Broker

Residents of Rancho Santa Margarita, CA can greatly benefit from the services of an insurance broker. With the city being located in Orange County, residents are exposed to various weather conditions that can cause damage to their homes and property. An insurance broker can help residents find the right coverage for their homes, ensuring that they are protected from any potential damage caused by natural disasters such as earthquakes or wildfires. Additionally, an insurance broker can help residents find the best health insurance plans that meet their specific needs. With the rising cost of healthcare, it is important for residents to have access to affordable and comprehensive coverage. An insurance broker can provide guidance and support in navigating the complex world of insurance, making sure that residents of Rancho Santa Margarita, CA have the protection they need.

Retirement Planning

Residents of Rancho Santa Margarita, CA could benefit greatly from the guidance of a retirement planner. With its high cost of living, many residents may struggle to save enough for retirement while also meeting their daily expenses. A retirement planner can help them create a personalized plan to save and invest their money in a way that will help them achieve their financial goals. Additionally, Rancho Santa Margarita has a large population of retirees, and a retirement planner can help these individuals make the most of their retirement savings and ensure they have a comfortable and secure retirement. Overall, a retirement planner can provide valuable guidance and support to residents of Rancho Santa Margarita as they navigate the complex and often overwhelming world of retirement planning.

Wealth Management

Residents of Rancho Santa Margarita, CA can benefit from the expertise of a wealth manager in several ways. One common way is through retirement planning. Rancho Santa Margarita has a high median age of 36.7 years, which means that many residents are likely thinking about their retirement and how to best prepare for it. A wealth manager can help residents create a personalized retirement plan that takes into account their unique financial situation and goals. Additionally, with the high cost of living in Orange County, a wealth manager can also assist residents in managing their investments and maximizing their returns to ensure they are on track to meet their financial goals. Overall, a wealth manager can provide valuable guidance and support to residents of Rancho Santa Margarita, helping them achieve financial security and peace of mind.

Financial Advisor

Residents of Rancho Santa Margarita, CA could benefit from a financial advisor in a variety of ways. One of the most common ways is by developing a personalized financial plan that takes into account their unique circumstances and goals. This could include creating a budget, investing in the stock market, or saving for retirement. Additionally, a financial advisor could help residents of Rancho Santa Margarita navigate the local real estate market, which can be highly competitive and expensive. With their knowledge of the area and expertise in financial planning, a financial advisor could help residents make informed decisions about buying or selling a home in Rancho Santa Margarita.

Mortgage Loan Officer

Residents of Rancho Santa Margarita, CA could benefit greatly from the assistance of a mortgage loan officer. With the high cost of living in California, many residents may struggle to afford a home without the help of a mortgage loan. A loan officer can help residents navigate the complex process of securing a mortgage by providing guidance on the different types of loans available, explaining the application process, and helping residents find a loan that fits their unique financial situation. Additionally, Rancho Santa Margarita is a growing community with a diverse population, so a mortgage loan officer who understands the local real estate market and the unique needs of residents can be invaluable in helping them achieve their dreams of homeownership.

Tax Services

Residents of Rancho Santa Margarita, CA can benefit from the expertise of a tax advisor in numerous ways. One of the most common ways is by receiving assistance with tax planning and preparation. With the complex tax laws and regulations in California, a tax advisor can help residents navigate the intricacies of the tax system and ensure that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide guidance on retirement planning, estate planning, and investment strategies, which can be particularly important for the affluent residents of Rancho Santa Margarita. With its high median household income and expensive cost of living, the residents of this affluent community can benefit greatly from the specialized knowledge and advice of a tax advisor.

Estate Planning Lawyer

Residents of Rancho Santa Margarita, 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 is by creating a comprehensive estate plan that ensures their assets and property are distributed according to their wishes after they pass away. This is especially important in Rancho Santa Margarita, where the median home value is significantly higher than the national average. An estate planning lawyer can also assist with setting up trusts, drafting wills, and establishing power of attorney to ensure that their clients' wishes are carried out in the event of incapacitation or death. Additionally, an estate planning lawyer can provide guidance on minimizing taxes and avoiding probate, which can save residents of Rancho Santa Margarita both time and money.

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Banks & Credit Unions in Rancho Santa Margarita, CA

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