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      Financial Services in Palm Desert, CA

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      1. Colonial Group Metals LLC

      Colonial Group Metals LLC
      833-390-5875Call Now
      Financial ServicesGold, Silver & Platinum Buyers & DealersInvestments

      Serving the Palm Desert Area

      OPEN NOW:9:00 am - 8:00 pm

      From Business: When your IRA, 401(k), TSP, or other savings accounts only holds cash, stocks, and bonds, your financial future is exposed to inflation, economic uncertainty, and geopolitical…

      2. Christopher Pyle

      Christopher Pyle
      442-371-3005Call NowVisit Website
      Directions
      Financial ServicesAccountants-Certified PublicAccounting Services

      71687 Highway 111 Ste 203, Rancho Mirage, CA 92270

      OPEN NOW:9:00 am - 5:00 pm

      From Business: We are proud to provide accounting and consulting services for a variety of needs and business professionals. Our primary focus is small to medium businesses and individuals in…

      3. Sencer Appraisal Associates-Equipment Appraisers

      Sencer Appraisal Associates-Equipment Appraisers
      888-568-0805Call NowVisit Website
      Financial ServicesAppraisers-Business, Commercial & IndustrialIndustrial Consultants

      Serving the Palm Desert Area

      From Business: Since 1955, Sencer Appraisal Associates has been providing professional tangible asset appraisal services to lenders, tax authorities and business leaders across North America…

      YP
      70 Years
      in Business

      4. Desert Escrow Inc

      Desert Escrow Inc
      760-820-1087Call NowVisit Website
      Directions
      Financial ServicesEscrow Service

      56187 29 Palms Hwy, Yucca Valley, CA 92284

      OPEN NOW:8:30 am - 5:00 pm
      YP
      11 Years
      in Business

      5. Citi

      Citi
      760-469-4655Call NowVisit Website
      Directions
      Financial ServicesBanksCommercial & Savings Banks

      44480 Town Center Way, Palm Desert, CA 92260

      OPEN NOW:10:00 am - 5:00 pm

      From Business: Citi is a financial services company, which offers a range of financial products and services, including Citi’s digital banking services, mortgage products, personal loans, and…

      6. Mk Accounting & Tax Services

      Mk Accounting & Tax Services
      760-567-7506Call NowVisit Website
      Directions
      Financial ServicesBookkeepingAccounting Services

      74333 Highway 111, Palm Desert, CA 92260

      OPEN NOW:9:00 am - 6:00 pm

      From Business: MK Accounting provides a broad range of cost effective accounting, tax preparation, bookkeeping, payroll, and QuickBooks services in Palm Desert and La Quinta.

      YP
      18 Years
      in Business

      7. California Bank & Trust

      California Bank & Trust
      760-340-1861Call NowVisit Website
      Directions
      Financial ServicesCommercial & Savings BanksATM Locations

      73301 Highway 111 Ste 100, Palm Desert, CA 92260

      OPEN NOW:9:00 am - 5:00 pm

      From Business: California Bank & Trust's Palm Desert Branch has proudly served clients in Palm Desert, Coachella Valley, and Palm Sprints since 1980. Exceptional, personal service is the way…

      8. U.S. Bank

      U.S. Bank
      760-773-1031Call NowVisit Website
      Directions
      Financial ServicesBanksCommercial & Savings Banks

      72260 Highway 111, Palm Desert, CA 92260

      From Business: No matter where you are in the home buying process, I can help. As a mortgage loan officer right here in Palm Desert, I work with you to help you find the right mortgage for…

      9. Chase Bank

      Chase Bank
      760-341-1917Call NowVisit Website
      Directions
      Financial ServicesBanksCommercial & Savings Banks

      74930 Country Club Dr, Palm Desert, CA 92260

      OPEN NOW:9:00 am - 5:00 pm

      From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.

      10. CoinFlip Bitcoin ATM - E-Cig City Smoke & Vape (Palm Desert)

      CoinFlip Bitcoin ATM - E-Cig City Smoke & Vape (Palm Desert)
      773-800-0106Call NowVisit Website
      Directions
      Financial ServicesATM LocationsBanks

      73910 Highway 111 Ste L, Palm Desert, CA 92260

      OPEN NOW:11:00 am - 8:30 pm

      From Business: CoinFlip offers the easiest and fastest way to buy bitcoin and other cryptocurrencies with cash. Just select the coin you want, verify your phone number, scan your bitcoin…

      11. RBC Wealth Management Branch - Palm Desert

      RBC Wealth Management Branch - Palm Desert
      760-772-5440Call NowVisit Website
      Directions
      Financial ServicesInvestment ManagementFinancial Planners

      74199 El Paseo Ste 102, Palm Desert, CA 92260

      OPEN NOW:9:00 am - 5:00 pm

      From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

      12. Thomas C. Prentice - RBC Wealth Management Financial Advisor

      Thomas C. Prentice - RBC Wealth Management Financial Advisor
      760-772-5451Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersFinancing Consultants

      74199 El Paseo Ste 102, Palm Desert, CA 92260

      OPEN NOW:9:00 am - 5:00 pm

      From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

      13. Young M Chung - RBC Wealth Management Financial Advisor

      Young M Chung - RBC Wealth Management Financial Advisor
      760-772-5452Call NowVisit Website
      Directions
      Financial ServicesFinancing ConsultantsFinancial Planners

      74199 El Paseo Ste 102, Palm Desert, CA 92260

      OPEN NOW:9:00 am - 5:00 pm

      From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

      14. The Prentice Chung Group

      The Prentice Chung Group
      760-772-5451Call NowVisit Website
      Directions
      Financial ServicesInvestment ManagementFinancial Planners

      74199 El Paseo Ste 102, Palm Desert, CA 92260

      OPEN NOW:9:00 am - 5:00 pm

      From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

      15. Cole Ruth - RBC Wealth Management Financial Advisor

      Cole Ruth - RBC Wealth Management Financial Advisor
      760-772-5455Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersFinancing Consultants

      74199 El Paseo Ste 102, Palm Desert, CA 92260

      OPEN NOW:9:00 am - 5:00 pm

      From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

      16. Articulate Wealth Group

      Articulate Wealth Group
      719-248-1005Call NowVisit Website
      Directions
      Financial ServicesInvestment ManagementFinancial Planners

      74199 El Paseo Ste 102, Palm Desert, CA 92260

      OPEN NOW:9:00 am - 5:00 pm

      From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

      17. Pacific Premier Bank

      Pacific Premier Bank
      760-469-4718Call NowVisit Website
      Directions
      Financial ServicesCommercial & Savings BanksBanks

      73745 El Paseo, Palm Desert, CA 92260

      OPEN NOW:9:00 am - 5:00 pm

      From Business: Founded in 1983, Pacific Premier Bank is headquartered in Irvine, California, serving businesses and individuals through the United States. We're one of the…

      Amenities:
      Wheelchair accessible

      19. Liberty Tax Service

      Liberty Tax Service
      760-341-0930Call NowVisit Website
      Directions
      Financial ServicesTax Return PreparationTax Reporting Service

      74290 Highway 111, Palm Desert, CA 92260

      From Business: To opt in, text LIBTAX to US411 for special offers. When you visit a Liberty Tax office, you’ll get real help from real people - and products and tax services with real…

      YP
      28 Years
      in Business

      20. US Trust

      US Trust
      760-636-7509Call NowVisit Website
      Directions
      Financial ServicesFinancial Planning ConsultantsFinancial Planners

      73525 El Paseo, Palm Desert, CA 92260

      OPEN NOW:8:00 am - 5:00 pm

      From Business: Welcome to U.S. Trust in Palm Desert, CA home for a variety of your personal financial needs. Contact our friendly team of experts to help manage, preserve and enhance you and…

      21. Don Fitch CPA

      Don Fitch CPA
      877-272-4357Call Now
      Directions
      Financial ServicesAccountants-Certified PublicBookkeeping

      74478 Highway 111 # 3, Palm Desert, CA 92260

      OPEN NOW:9:00 am - 5:00 pm

      From Business: Don Fitch CPA's professional services include Guaranteed results with the IRS, tax returns for ALL 50 STATES, Financial and IRS Audits, Financial Reviews, Compilations, IRS…

      Amenities:
      Wheelchair accessible

      22. Brennan & Company

      Brennan & Company
      760-346-1487Call NowVisit Website
      Directions
      Financial ServicesInvestmentsMutual Funds

      73302 Highway 111, Palm Desert, CA 92260

      OPEN NOW:8:00 am - 3:00 pm

      From Business: Brennan & Company Provides Bookkeeping, Financial Statements, Payroll Services, Business Tax Returns, Individual Tax Returns, Tax Planning and Business Valuations to the Palm…

      YP
      64 Years
      in Business

      23. NextFha Mortgage

      NextFha Mortgage
      949-800-6310Call NowVisit Website
      Directions
      Financial ServicesInvestmentsInsurance

      73255 El Paseo, Palm Desert, CA 92260

      OPEN NOW:8:30 am - 6:00 pm

      24. Pacific Mortgage Exchange, Inc.

      Pacific Mortgage Exchange, Inc.
      760-779-5556Call NowVisit Website
      Directions
      Financial ServicesReal Estate LoansInvestments

      73241 Highway 111 Ste 1A, Palm Desert, CA 92260

      OPEN NOW:9:00 am - 5:00 pm

      From Business: Pacific Mortgage Exchange , Inc. of Palm Desert, CA has been your devoted hard money lender for over 20 years! Pacific Mortgage Exchange , Inc.’s reliable hard money loan…

      25. Sterling First Financial

      Sterling First Financial
      760-318-2831Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersBusiness Brokers

      74710 Highway 111 Ste 102, Palm Desert, CA 92260

      OPEN NOW:9:00 am - 5:00 pm

      From Business: We combined the following five disciplines to provide the most proactive and holistic planning available to ensure our clients are maximizing their potential: Tax Planning,…

      YP
      17 Years
      in Business

      26. Fortem Financial

      Fortem Financial
      760-206-8500Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      44801 Village Ct Ste 201, Palm Desert, CA 92260

      OPEN NOW:7:00 am - 4:00 pm

      From Business: Fortem Financial is an independent, fiduciary wealth management firm with a dedicated team of investment experts that put your interests first.

      27. Franklin Loan Center

      Franklin Loan Center
      760-779-8100Call NowVisit Website
      Directions
      Financial ServicesMortgagesFinancing Services

      44800 Village Ct, Palm Desert, CA 92260

      OPEN NOW:9:00 am - 5:00 pm
      YP
      36 Years
      in Business
      Amenities:
      Wheelchair accessible

      28. Sean Teague - Chase Home Lending Advisor - NMLS ID 632938

      Sean Teague - Chase Home Lending Advisor - NMLS ID 632938
      760-285-3545Call NowVisit Website
      Directions
      Financial ServicesMortgagesReal Estate Loans

      72950 Highway 111, Palm Desert, CA 92260

      From Business: Sean proudly serves clients in The Coachella Valley. Sean has 17 years of experience as a Senior Home Lending Advisor and specializes in preapproval, lending to self-employed…

      29. Summer Gibson at Guaranteed Rate Affinity (NMLS #328974)

      Summer Gibson at Guaranteed Rate Affinity (NMLS #328974)
      310-683-2785Call Now
      Directions
      Financial ServicesMortgagesReal Estate Loans

      72605 Highway 111 Ste B1, Palm Desert, CA 92260

      OPEN NOW:9:00 am - 5:00 pm

      From Business: Summer Gibson is your Palm Desert local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a streamlined…

      30. Ryan A. Gray at Guaranteed Rate Affinity (NMLS #248108)

      Ryan A. Gray at Guaranteed Rate Affinity (NMLS #248108)
      951-356-2177Call Now
      Directions
      Financial ServicesMortgagesReal Estate Loans

      72605 Highway 111 Ste B1, Palm Desert, CA 92260

      OPEN NOW:9:00 am - 5:00 pm

      From Business: Ryan Gray is your Palm Desert local lender. As a loan officer at Guaranteed Rate, one of the largest retail mortgage lenders in the United States, Ryan is committed to helping…

      We found 190 results for Financial Services in or near Palm Desert, CA.They also appear in other related business categories including Financial Planning Consultants, Loans, and Financial Planners. 14 of these businesses have an A/A+ BBB rating. 1 of the rated businesses has 4+ star ratings.


      The businesses listed also serve surrounding cities and neighborhoods including Palma Village Groves, South Palm Desert, and Downtown Palm Springs. These businesses offer their services in one-or-more of the following languages: and Spanish.