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      Financial Services in Petaluma, CA

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      1. Haley's Tax Service: Caperton Christine

      Haley's Tax Service: Caperton Christine
      707-584-3937Call NowVisit Website
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      5.0
      5.0
      Financial ServicesNotaries PublicTax Return Preparation-Business

      6650 Commerce Blvd, Rohnert Park, CA 94928

      CLOSED NOW:Closed

      "Haley's Tax Service has helped me with efficient, timely, and professional starting 2 years ago. I recommend them if you want the job done right! Thank you Haley's for your…"

      YP
      30 Years
      in Business

      2. Crumbley Financial Services

      Crumbley Financial Services
      707-585-9800Call NowVisit Website
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      Financial ServicesInvestmentsInvestment Management

      6020 Commerce Blvd, Rohnert Park, CA 94928

      CLOSED NOW:9:00 am - 5:00 pm
      YP
      40 Years
      in Business

      3. Fisher, David J

      Fisher, David J
      707-588-9700Call NowVisit Website
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      Financial ServicesAccounting ServicesTax Return Preparation

      100 Professional Center Dr, Rohnert Park, CA 94928

      CLOSED NOW:9:00 am - 5:00 pm
      YP
      27 Years
      in Business

      4. Chase Bank

      Chase Bank
      707-763-4148Call NowVisit Website
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      Financial ServicesBanksLoans

      101 Western Ave, Petaluma, CA 94952

      CLOSED NOW:Closed

      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.

      5. Redwood Credit Union

      Redwood Credit Union
      707-545-4000Call NowVisit Website
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      Financial ServicesCredit UnionsBanks

      301 N McDowell Blvd, Petaluma, CA 94954

      CLOSED NOW:Closed

      From Business: RCU is a trusted, local community credit union founded in 1950. As a financial cooperative, we're focused on people, not profits. Earnings are returned to Members through…

      YP
      75 Years
      in Business

      6. Edward Jones - Financial Advisor: Katherine Wells

      Edward Jones - Financial Advisor: Katherine Wells
      707-794-9930Call NowVisit Website
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      Financial ServicesInvestmentsMutual Funds

      1301 Redwood Way Ste 245, Petaluma, CA 94954

      CLOSED NOW:8:30 am - 4:00 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

      7. Edward Jones - Financial Advisor: John Moller, AAMS™

      Edward Jones - Financial Advisor: John Moller, AAMS™
      707-763-3006Call NowVisit Website
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      Financial Services

      26 4th St Ste B, Petaluma, CA 94952

      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…

      8. Edward Jones - Financial Advisor: Nicole E Wade

      Edward Jones - Financial Advisor: Nicole E Wade
      707-762-0611Call NowVisit Website
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      Financial Services

      222 Weller St Ste 1, Petaluma, CA 94952

      From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

      9. Edward Jones - Financial Advisor: Peter A Stewart, AAMS™

      Edward Jones - Financial Advisor: Peter A Stewart, AAMS™
      707-778-8665Call NowVisit Website
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      Financial Services

      775 Baywood Dr Ste 103, Petaluma, CA 94954

      From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…

      10. Richard Pitt - Financial Advisor, Ameriprise Financial Services

      Richard Pitt - Financial Advisor, Ameriprise Financial Services
      707-658-4414Call NowVisit Website
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      Financial ServicesFinancial PlannersFinancial Planning Consultants

      755 Baywood Dr Ste 200, Petaluma, CA 94954

      CLOSED NOW:Closed

      From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

      11. Preferred Rate - Martin Yataco

      Preferred Rate - Martin Yataco
      415-328-9968Call NowVisit Website
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      Financial ServicesMortgages

      755 Baywood Dr 2nd Fl, Petaluma, CA 94954

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

      From Business: Martin Yataco - Preferred Rate NMLS #277444 With 24 years in the mortgage industry and an MBA in Global Management, I’ve had tremendous success with thousands of satisfied…

      YP
      13 Years
      in Business

      12. Redwood Credit Union

      Redwood Credit Union
      707-545-4000Call NowVisit Website
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      Financial ServicesCredit UnionsBanks

      250 Rohnert Park Expy, Rohnert Park, CA 94928

      CLOSED NOW:Closed

      From Business: RCU is a trusted, local community credit union founded in 1950. As a financial cooperative, we're focused on people, not profits. Earnings are returned to Members through…

      YP
      75 Years
      in Business

      13. Redwood Credit Union

      Redwood Credit Union
      707-545-4000Call NowVisit Website
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      Financial ServicesCredit UnionsBanks

      500 W Napa St Ste 500, Sonoma, CA 95476

      CLOSED NOW:Closed

      From Business: RCU is a trusted, local community credit union founded in 1950. As a financial cooperative, we're focused on people, not profits. Earnings are returned to Members through…

      YP
      75 Years
      in Business

      14. American Financial Benefits Center

      American Financial Benefits Center
      707-222-4088Call NowVisit Website
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      5.0
      5.0
      Financial ServicesFinancial PlannersFinancial Planning Consultants

      311 Professional Center Dr # 2, Rohnert Park, CA 94928

      CLOSED NOW:Closed

      "I would like to thank the staff of American Financial Benefits Center and especially Luke W. for providing excellent service. Everything was handled very professionally and in…"

      YP
      14 Years
      in Business

      15. James Carabini - Financial Advisor, Ameriprise Financial Services

      James Carabini - Financial Advisor, Ameriprise Financial Services
      707-935-8222Call NowVisit Website
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      Financial ServicesFinancial PlannersInvestments

      283 2nd St E, Sonoma, CA 95476

      CLOSED NOW:Closed

      From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

      16. Ken Mccoy at Rate (NMLS #218630)

      Ken Mccoy at Rate (NMLS #218630)
      707-757-6193Call Now
      Directions
      Financial ServicesMortgagesReal Estate Loans

      775 Baywood Dr Ste 304, Petaluma, CA 94954

      CLOSED NOW:Closed

      From Business: Ken Mccoy is your Petaluma local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Ken is committed to helping homeowners with…

      17. Edward Jones - Financial Advisor: Alex Clark

      Edward Jones - Financial Advisor: Alex Clark
      707-763-1851Call Now
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      Financial ServicesInvestmentsInvestment Management

      755 Baywood Dr Ste 370, Petaluma, CA 94954

      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

      18. U.S. Bank

      U.S. Bank
      707-766-9299Call NowVisit Website
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      Financial ServicesBanksLoans

      389 S Mcdowell Blvd, Petaluma, CA 94954

      From Business: Thanks for doing your part to keep your communities strong. If youve been financially impacted by COVID-19, youre not alone. Stop by one of our U.S. Bank branches in Petaluma,…

      19. Check N' Go

      Check N' Go
      707-763-0490Call NowVisit Website
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      Financial ServicesCheck Cashing ServiceMoney Transfer Service

      123 N Mcdowell Blvd, Petaluma, CA 94954

      CLOSED NOW:10:30 am - 6:00 pm

      From Business: Check 'n Go was founded with a simple purpose in mind: provide financial solutions for short-term lending needs that may be ignored by "traditional" lenders and provide a…

      20. LibertyX Bitcoin ATM

      LibertyX Bitcoin ATM
      800-511-8940Call NowVisit Website
      Directions
      Financial ServicesATM LocationsBanks

      1002 Lakeville St, Petaluma, CA 94952

      OPEN NOW:8:00 am - 10:00 pm

      From Business: The ATM at Chevron #1775 - Facility #307243 of Petaluma now sells bitcoin through LibertyX! Download the LibertyX app, select this location, and scan / paste your bitcoin…

      21. Hard Rock Debt Collections

      Hard Rock Debt Collections
      707-981-7779Call Now
      Directions
      Financial Services

      PO Box 5701, Petaluma, CA 94955

      OPEN 24 HOURS

      From Business: We provide debt collection services for the construction, sporting goods & trucking industries.

      22. Modify Your Finances

      Modify Your Finances
      707-769-0800Call Now
      Directions
      Financial Services

      775 Baywood Dr, Petaluma, CA 94954

      CLOSED NOW:8:00 am - 6:00 pm

      From Business: Modify Your Finances has information about loan modifications and resources to help you with your home loan modification. We have lots of free loan modifications news to help…

      YP
      16 Years
      in Business

      23. Barry Pectol at Rate (NMLS #134235)

      Barry Pectol at Rate (NMLS #134235)
      707-492-1125Call Now
      Directions
      Financial ServicesMortgagesReal Estate Loans

      775 Baywood Dr Ste 304, Petaluma, CA 94954

      CLOSED NOW:Closed

      From Business: Barry Pectol is your Petaluma local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Barry is committed to helping homeowners…

      24. Matt Brown at Rate (NMLS #218666)

      Matt Brown at Rate (NMLS #218666)
      707-492-1116Call Now
      Directions
      Financial ServicesMortgagesReal Estate Loans

      775 Baywood Dr Ste 304, Petaluma, CA 94954

      From Business: Matt Brown is your Petaluma local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Matt is committed to helping homeowners…

      25. Rate

      Rate
      707-524-4841Call NowVisit Website
      Directions
      Financial ServicesMortgagesReal Estate Loans

      775 Baywood Dr Ste 304, Petaluma, CA 94954

      CLOSED NOW:Closed

      From Business: Rate is one of the largest retail mortgage lenders in the United States. Founded in 2000 and licensed in all 50 states and Washington, D.C., we are committed to helping…

      26. Oculus Financial Group

      Oculus Financial Group
      707-230-6525Call NowVisit Website
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      Financial ServicesInvestment Advisory ServiceBanks

      765 Baywood Dr Ste 336, Petaluma, CA 94954

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

      From Business: We at Oculus Financial Group desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and tools to help…

      27. Interactive Brokers

      Interactive Brokers
      312-542-6901Call NowVisit Website
      Financial ServicesStock & Bond Brokers

      Petaluma, CA 94952

      From Business: Interactive Brokers offers leading online trading solutions for traders, investors and advisors, with direct global access to stocks, options, futures, currencies, bonds and…

      28. Crosscheck Inc

      Crosscheck Inc
      707-665-2100Call NowVisit Website
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      Financial ServicesBusiness Coaches & Consultants

      1440 N Mcdowell Blvd, Petaluma, CA 94954

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

      From Business: CrossCheck is an established leader in the payments industry. Since 1983, we have provided businesses, auto dealers and retailers throughout the country with payment tools to…

      YP
      42 Years
      in Business

      29. Edward Jones - Financial Advisor: Taylor J Novak

      Edward Jones - Financial Advisor: Taylor J Novak
      707-584-1023Call Now
      Directions
      Financial ServicesInvestmentsFinancial Planners

      6085 State Farm Dr Ste 105, Rohnert Park, CA 94928

      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

      30. Patelco Credit Union

      Patelco Credit Union
      800-358-8228Call Now
      Directions
      Financial ServicesCredit UnionsInvestments

      985 Golf Course Dr, Rohnert Park, CA 94928

      CLOSED NOW:Closed

      From Business: Patelco is a full-service, not-for-profit credit union. We offer the same convenient services and access of the big banks, but with higher savings, better rates, fewer fees,…

      YP
      89 Years
      in Business

      We found 313 results for Financial Services in or near Petaluma, CA.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Investment Advisory Service. 5 of the rated businesses have 4+ star ratings.


      The businesses listed also serve surrounding cities and neighborhoods including Central Novato, North San Rafael Commercial Center, and Junior College. These businesses offer their services in one-or-more of the following languages: and Spanish.