Banks & Credit Unions in Templeton, CA

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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
Directions
Bank of the Sierra
4 out of 5
Location 1207 Spring St, Paso Robles, CA 93446, USA
Phone (805) 239-9520
Directions
Mechanics Bank - Templeton Branch
3 out of 5
Location 1025 Las Tablas Rd, Templeton, CA 93465, USA
Phone (805) 434-0629
Directions
Wells Fargo Bank
3 out of 5
Location 546 Spring St, Paso Robles, CA 93446, USA
Phone (805) 239-0674
Directions
Edward Jones - Financial Advisor: Matt Oppedahl, AAMS™
Location 520 S Main St Suite B, Templeton, CA 93465, USA
Phone (805) 434-5336
Directions
Pacific Western Bank
Location 1204 Spring St, Paso Robles, CA 93446, USA
Phone (805) 226-5300
Directions
Pacific Premier Bank
4 out of 5
Location 545 12th St, Paso Robles, CA 93446, USA
Phone (805) 769-9228
Directions
Pacific Premier Bank
3 out of 5
Location 7480 El Camino Real, Atascadero, CA 93422, USA
Phone (805) 468-4733
Directions
Larry M Jordan Tax & Financial
Location 65 S Main St, Templeton, CA 93465, USA
Phone (805) 434-5095
Directions
Chase Bank
4 out of 5
Location 8055 El Camino Real, Atascadero, CA 93422, USA
Phone (805) 466-8966
Directions
Banks in Templeton, CA

Where Templeton, CA Banks & Credit Unions Serve

Templeton, CA is a small town with a rich history and plenty of landmarks to explore. The town is home to the historic Templeton Hotel, which was built in 1886 and is now a popular spot for weddings and events. Other landmarks include the Templeton Feed and Grain building, the Templeton Community Center, and the Templeton Cemetery. When it comes to top employers, Templeton is home to a variety of businesses, including wineries, restaurants, and retail shops. Some of the biggest employers in the area include Castoro Cellars, Firestone Walker Brewing Company, and Trader Joe's. Major highways and streets in Templeton include Highway 101, which runs north-south through the town, and Main Street, which is home to many of the town's shops and restaurants. Other notable streets include Vineyard Drive, which is lined with wineries, and Las Tablas Road, which leads to the popular Santa Margarita Lake.

Templeton, CA Banking Related Services

Insurance Broker

Residents of Templeton, CA can benefit greatly from the services of an insurance broker. With its location in San Luis Obispo County, Templeton is known for its charming small-town feel and picturesque vineyards. However, living in a rural area can come with unique insurance needs that may not be covered by standard policies. An insurance broker can help Templeton residents find coverage for things like wildfires, earthquakes, and floods, which are all potential risks in the area. Additionally, brokers can help residents navigate the complexities of health insurance and find plans that fit their specific needs and budget. With the help of an insurance broker, residents of Templeton can have peace of mind knowing that they are fully protected in the event of an unexpected event.

Retirement Planning

Residents of Templeton, CA would greatly benefit from the guidance of a retirement planner. With a population of over 7,000 people, many of whom are approaching retirement age, a retirement planner can help individuals navigate the complex world of retirement savings and planning. Specifically, with the high cost of living in Templeton, CA, a retirement planner can help residents create a realistic budget and develop a savings plan that will allow them to maintain their lifestyle in retirement. Additionally, a retirement planner can help residents understand the various retirement options available to them, such as 401(k)s and IRAs, and make informed decisions about their investments. Overall, a retirement planner can provide invaluable support and guidance to residents of Templeton, CA as they prepare for their golden years.

Wealth Management

Residents of Templeton, CA could benefit from the services of a wealth manager in a variety of ways. One of the most common ways is through retirement planning. Many residents in this area are approaching retirement age and may not have a clear plan in place for their financial future. A wealth manager can help them create a comprehensive retirement plan that takes into account their current financial situation and their goals for the future. Additionally, Templeton is a popular area for wine enthusiasts and small business owners. A wealth manager can help these individuals with investment strategies and business planning to help them achieve their financial goals and grow their businesses. Overall, a wealth manager can provide valuable guidance and expertise to help residents of Templeton, CA achieve financial success.

Financial Advisor

Residents of Templeton, CA can benefit from the services of a financial advisor in a number of ways. One of the most common ways a financial advisor can help is by creating a personalized financial plan that takes into account the unique needs and goals of each individual. This can include everything from budgeting and debt management to retirement planning and investment strategies. In a town like Templeton, where the cost of living can be higher than in other areas of the state, a financial advisor can help residents make the most of their income and assets. Additionally, with the recent economic challenges brought on by the COVID-19 pandemic, a financial advisor can provide guidance and support to help residents navigate these uncertain times and plan for a more secure financial future.

Mortgage Loan Officer

Residents of Templeton, CA can benefit from the services of a mortgage loan officer in several ways. One of the most common ways is by helping them secure financing for their dream homes. With the help of a mortgage loan officer, residents can explore different financing options and find the one that best suits their needs and budget. Additionally, residents can benefit from the expertise of a loan officer in navigating the complex mortgage process, which can be particularly daunting for first-time homebuyers. A loan officer can also help residents refinance their existing mortgages, potentially saving them thousands of dollars in interest payments. In Templeton, CA, where the cost of living is relatively high, the support of a mortgage loan officer can be invaluable in helping residents achieve their homeownership goals.

Tax Services

Residents of Templeton, CA could greatly benefit from the expertise of a tax advisor. One of the most common ways a tax advisor could assist residents is by helping them navigate the complex tax laws and regulations specific to California. For example, Templeton is located in San Luis Obispo County, which has its own set of tax laws that can be confusing and overwhelming for residents. A tax advisor can provide guidance on how to properly file taxes, maximize deductions, and avoid penalties. Additionally, with the recent changes to federal tax laws, a tax advisor can help residents understand how these changes may impact their tax returns and provide strategies to minimize their tax liability. Overall, a tax advisor can provide valuable support and guidance to residents of Templeton, CA in navigating the complex world of taxes.

Estate Planning Lawyer

Residents of Templeton, 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. This plan can include a will, trust, power of attorney, and other important documents that ensure that an individual's assets are distributed according to their wishes. In Templeton, where many residents own vineyards and wineries, an estate planning lawyer can also assist with business succession planning and estate tax planning. Additionally, an estate planning lawyer can help with healthcare directives and long-term care planning, which is important for the aging population of Templeton. With the help of an estate planning lawyer, residents of Templeton can have peace of mind knowing that their assets and healthcare wishes are protected.

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