Banks & Credit Unions in San Luis Obispo County, CA

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Bank Branches and ATMs in San Luis Obispo County, CA

Wells Fargo Bank
3 out of 5
Location 665 Marsh St, San Luis Obispo, CA 93401, USA
Phone (805) 541-0143
Directions
Mission Bank - San Luis Obispo
Location 1150 Osos St STE 202, San Luis Obispo, CA 93401, USA
Phone (805) 330-8650
Directions
Chase Bank
3 out of 5
Location 1235 Chorro St, San Luis Obispo, CA 93401, USA
Phone (805) 595-5602
Directions
Community West Bank
4 out of 5
Location 4464 Broad St, San Luis Obispo, CA 93401, USA
Phone (805) 597-3655
Directions
Mechanics Bank - Arroyo Grande Branch
4 out of 5
Location 1026 E Grand Ave, Arroyo Grande, CA 93420, USA
Phone (805) 473-7710
Directions
CoastHills Credit Union
3 out of 5
Location 751 Marsh St, San Luis Obispo, CA 93401, USA
Phone (805) 733-7600
Directions
U.S. Bank Branch
3 out of 5
Location 3991 S Higuera St, San Luis Obispo, CA 93401, USA
Phone (805) 782-4620
Directions
1st Capital Bank
Location 599 Higuera St STE B, San Luis Obispo, CA 93401, USA
Phone (805) 592-2049
Directions
Chase Home Finance
Location 1235 Chorro St, San Luis Obispo, CA 93401, USA
Phone (805) 595-5602
Directions
Pacific Premier Bank
5 out of 5
Location 1530 E Grand Ave Suite A, Arroyo Grande, CA 93420, USA
Phone (805) 202-4432
Directions
Bank of America Video Banking
Location 171 N Santa Rosa St, San Luis Obispo, CA 93405, USA
Phone (844) 401-8500
Directions
Bank of America ATM
4 out of 5
Location 1119 Morro St Space D7, San Luis Obispo, CA 93401, USA
Phone (844) 401-8500
Directions
U.S. Bank ATM - San Luis Obispo
Location 3991 S Higuera St, San Luis Obispo, CA 93401, USA
Phone (800) 872-2657
Directions
Bank of America ATM
4 out of 5
Location 1 Grand Ave, San Luis Obispo, CA 93407, USA
Phone (844) 401-8500
Directions
Bank of America ATM
Location 1102 Higuera St, San Luis Obispo, CA 93401, USA
Phone (844) 401-8500
Directions
Banks in San Luis Obispo County, CA

Where San Luis Obispo County, CA Banks & Credit Unions Serve

San Luis Obispo County, located on California's central coast, is a vibrant and diverse region teeming with natural beauty and cultural landmarks. From the stunning coastline to the rolling hills and vineyards, there is something for everyone in this bustling county. Some of the most notable landmarks in San Luis Obispo County include the Hearst Castle, a stunning estate built by newspaper magnate William Randolph Hearst, and the historic Mission San Luis Obispo de Tolosa, a Spanish mission dating back to the 18th century. In terms of employment, San Luis Obispo County is home to a wide range of top employers, including Cal Poly San Luis Obispo, Pacific Gas and Electric, and Community Health Centers of the Central Coast. These companies provide jobs and economic stability to the region, making it a great place to live and work.

San Luis Obispo County, CA Banking Related Services

Insurance Broker

Residents of San Luis Obispo County, CA could greatly benefit from the services of an insurance broker. With the county's diverse landscape ranging from coastal beaches to mountain ranges, residents may require specialized insurance coverage for their homes, vehicles, and businesses. Additionally, the county is prone to natural disasters such as wildfires and earthquakes, making it crucial for residents to have comprehensive insurance coverage. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage options for their unique needs. Furthermore, an insurance broker can provide personalized service and support, ensuring that residents have peace of mind knowing their assets are protected in the event of an unforeseen event.

Retirement Planning

Residents of San Luis Obispo County, CA could greatly benefit from the guidance of a retirement planner. With a high cost of living and an aging population, many residents are concerned about their financial future and ensuring they have enough saved for retirement. A retirement planner can help individuals create a personalized plan that takes into account their unique goals and circumstances. Additionally, with the county's proximity to the coast and popular tourist destinations, a retirement planner can help residents navigate the potential tax implications of renting out vacation properties or second homes. By working with a retirement planner, residents of San Luis Obispo County can feel more confident in their financial future and enjoy their retirement years to the fullest.

Wealth Management

Residents of San Luis Obispo County, CA can benefit greatly from the expertise and guidance of a wealth manager. With its beautiful coastline, charming small towns, and thriving wine industry, San Luis Obispo County is a desirable place to live. However, the cost of living can be high, and navigating the complex world of investments and financial planning can be overwhelming. A skilled wealth manager can help residents of San Luis Obispo County make smart decisions about their money, whether they are planning for retirement, saving for a child's education, or looking to grow their wealth. By providing personalized advice and tailored investment strategies, a wealth manager can help residents of San Luis Obispo County achieve their financial goals and enjoy the many benefits of living in this vibrant and dynamic community.

Financial Advisor

Residents of San Luis Obispo County, CA can benefit greatly from the guidance of a financial advisor. With a diverse economy ranging from agriculture to tourism, there are many opportunities for individuals to invest and grow their wealth. A financial advisor can help residents navigate the unique financial landscape of the county and make informed decisions about their money. For example, with the high cost of living in the area, a financial advisor can provide advice on budgeting and saving for long-term financial goals such as retirement or purchasing a home. Additionally, with the prevalence of small businesses in the county, a financial advisor can assist entrepreneurs with financial planning and investment strategies to help their businesses thrive. Overall, a financial advisor can provide invaluable support for residents of San Luis Obispo County, helping them to achieve financial security and prosperity.

Mortgage Loan Officer

Residents of San Luis Obispo County, CA can benefit greatly from the services of a mortgage loan officer. With the county's high cost of living, many residents struggle to afford a home without financial assistance. A mortgage loan officer can help residents secure a loan to purchase a home or refinance an existing mortgage, making homeownership more attainable. Additionally, San Luis Obispo County is known for its thriving tourism industry and agricultural sector, which can create a fluctuating job market. A mortgage loan officer can work with residents to find loan options that fit their unique financial situation and employment status. Overall, a mortgage loan officer can provide invaluable support to residents looking to invest in their future and establish roots in this beautiful Central Coast community.

Tax Services

Residents of San Luis Obispo County, CA can benefit greatly from the services of a tax advisor. With the county's diverse economy, ranging from agriculture to tourism, navigating the complex tax laws can be a daunting task for many individuals. A tax advisor can help residents maximize their deductions and credits, ensuring they are not overpaying on their taxes. Additionally, with the recent wildfires and ongoing pandemic, there have been changes to tax laws that a tax advisor can help residents understand and navigate. Whether it's a small business owner or an individual taxpayer, a tax advisor can provide valuable insight and guidance to help residents of San Luis Obispo County, CA make informed decisions about their finances and taxes.

Estate Planning Lawyer

Residents of San Luis Obispo County, CA can benefit greatly 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 for the distribution of assets after death. This is especially important in San Luis Obispo County, where property values are high and many residents own valuable assets such as real estate, businesses, and investments. An estate planning lawyer can help ensure that these assets are distributed according to the wishes of the deceased, and can also assist with minimizing taxes and other expenses associated with the transfer of assets. Additionally, an estate planning lawyer can help with other important legal documents such as wills, trusts, and powers of attorney, which can provide peace of mind and protection for both the individual and their loved ones.

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