Wealth Management in Hollister, CA

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Hollister, CA Wealth Management Firms

Mark Vivian - Raymond James
Location 330 Tres Pinos Rd Ste F8 5, Hollister, CA 95023, USA
Phone (408) 799-4323
Veritas Wealth Advisors
Location 100 Clock Tower Pl # 215, Carmel-By-The-Sea, CA 93923, USA
Phone (831) 625-5800
Edward Jones - Financial Advisor: Kyle A Sharp
Location 615 San Benito St Suite C, Hollister, CA 95023, USA
Phone (831) 634-0694
Wealth Management in Hollister, CA

Where Wealth Management Advisors in Hollister, CA Serve

Hollister is a city located in San Benito County, California. The city has a population of about 38,000 people and is best known for its agriculture and wine production. Some of the top employers in Hollister include companies like Salinas Valley Memorial Healthcare System, Christopher Ranch, and Granite Construction. Major highways and streets in Hollister include Highway 25 and San Felipe Road. Some of the neighborhoods in Hollister include the Cienega Area, the Mesa Area, and the San Benito River Area.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Banks in Hollister, CA offer a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. Each bank offers different services, so it is important for customers to research the banks in their area before choosing one.

Retirement Planning

Retirement planning in Hollister, CA is a critical process that everyone should undertake. There are many factors to consider when planning for retirement, and it can be helpful to speak with a retirement planner to create the best plan for your unique situation. Some of the things you'll need to think about include how much money you'll need to live comfortably in retirement, whether you'll continue to work during retirement, what kind of health insurance you will have, and how you will access your savings and investments.

Tax Services

Tax accountants in Hollister, CA help businesses and individuals file their taxes. They can also offer advice on what deductions to take and how to get the most out of their tax return. Many tax accountants also offer consulting services, which can be helpful for small business owners who are just starting out.

Financial Advisor

A financial advisor in Hollister, CA helps clients with their financial planning needs. They can provide advice on investments, retirement planning, and other money matters. Financial advisors can work with individuals or small businesses, and many have certifications or licenses.

Insurance Broker

An insurance broker in Hollister, CA helps people find the best insurance policies for their needs. They work with a variety of providers to find the best rates and coverage for their clients. They also help clients file claims and navigate the complex world of insurance.

Mortgage Loan Officer

A mortgage loan officer in Hollister, CA is responsible for helping people get mortgages. They work with people to figure out what kind of mortgage is best for them, and help them through the process of getting a mortgage. They also work with banks and other lenders to make sure that people can get the mortgages they need.

Estate Planning Lawyer

An estate planning lawyer in Hollister, CA helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


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