Financial Services in Palm Desert, CA

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1. Chase Bank

Chase Bank

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.

2. Sterling First Financial

Sterling First Financial

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

3. Fortem Financial

Fortem Financial

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.

4. Praxis Wealth Management

Praxis Wealth Management

41990 Cook St # F-2002, Palm Desert, CA 92211

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

From Business: We believe it is more important that values are understood before assets are valued. At Praxis Wealth Management our belief is that we can best serve our clients with a team…

YP
16 Years
in Business

5. Edward Jones - Financial Advisor: Eric Mosser

Edward Jones - Financial Advisor: Eric Mosser

74911 Us Highway 111, Indian Wells, CA 92210

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

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

6. Cashback Payday Loans

Cashback Payday Loans

82158 US Highway 111, Indio, CA 92201

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

From Business: Cashback Payday Advance in Indio has earned a reputation for providing quick payday loans when their clients need a cash advance, fast. They specialize in cash loans, unsecured…

YP
19 Years
in Business

7. Mercer Advisors - Indian Wells

Mercer Advisors - Indian Wells

74785 Us Highway 111 Ste 202, Indian Wells, CA 92210

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

From Business: Mercer Advisors is proud to help families in the Coachella Valley with all their wealth management needs. With a team of local CFA® and CFP® professionals, we provide tailored,…

YP
40 Years
in Business

8. West Coast Escrow

West Coast Escrow

74770 Us Highway 111 Ste 105, Indian Wells, CA 92210

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

From Business: West Coast Escrow is built on a tradition of excellence and guided by a spirit of integrity throughout all aspects of the closing process. As your Escrow Settlement Service…

9. Edward Jones - Financial Advisor: Deanna Trang, AAMS™|CRPC™

Edward Jones - Financial Advisor: Deanna Trang, AAMS™|CRPC™

74911 Us Highway 111, Indian Wells, CA 92210

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

10. Edward Jones - Financial Advisor: Richard LaFerriere, ABFP™

Edward Jones - Financial Advisor: Richard LaFerriere, ABFP™

340 S Farrell Dr Ste A102, Palm Springs, CA 92262

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

11. Citi

Citi

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…

12. Mk Accounting & Tax Services

Mk Accounting & Tax 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

13. California Bank & Trust

California Bank & Trust

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…

14. U.S. Bank

U.S. Bank

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…

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

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

73910 Highway 111 Ste L, Palm Desert, CA 92260

CLOSED 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…

16. RBC Wealth Management Branch - Palm Desert

RBC Wealth Management Branch - Palm Desert

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. Thomas C. Prentice - RBC Wealth Management Financial Advisor

Thomas C. Prentice - RBC Wealth Management Financial Advisor

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…

18. Young M Chung - RBC Wealth Management Financial Advisor

Young M Chung - RBC Wealth Management Financial Advisor

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…

19. The Prentice Chung Group

The Prentice Chung Group

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…

20. Daniel John Legan - RBC Wealth Management Financial Advisor

Daniel John Legan - RBC Wealth Management Financial Advisor

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…

21. Articulate Wealth Group

Articulate Wealth Group

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…

22. Pacific Premier Bank

Pacific Premier Bank

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

23. Liberty Tax Service

Liberty Tax 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

24. US Trust

US Trust

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…

25. Don Fitch CPA

Don Fitch CPA

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

26. Brennan & Company

Brennan & Company

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

27. Pacific Mortgage Exchange, Inc.

Pacific Mortgage Exchange, Inc.

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…

28. Charlie Wickstrand - Chase Home Lending Advisor - NMLS ID 1824292

Charlie Wickstrand - Chase Home Lending Advisor - NMLS ID 1824292

72950 Highway 111, Palm Desert, CA 92260

From Business: Charlie proudly serves clients in the Palm Desert, CA area. Charlie has 23 years of experience as a Senior Home Lending Advisor and specializes in preapproval, home equity…

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

Summer Gibson at Guaranteed Rate Affinity (NMLS #328974)

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)

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 179 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. 2 of the rated businesses have 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.