Financial Services in Sausalito, CA

Refine
Sort by
Features

1. Bruce Paula Marie CPA Inc.

Bruce Paula Marie CPA Inc.

22 Princess St Ste C, Sausalito, CA 94965

CLOSED NOW:9:00 am - 7:00 pm

From Business: Paula Marie Bruce CPA Inc* Masters Degree In Tax Law* Over 25 Years of Professional Experience* Former Auditor

YP
40 Years
in Business

2. Edward Jones - Financial Advisor: Louis Wellmeier

Edward Jones - Financial Advisor: Louis Wellmeier

4000 Bridgeway Ste 103, Sausalito, CA 94965

CLOSED NOW:8:30 am - 5:00 pm

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…

3. Edward Jones - Financial Advisor: David J Tornes

Edward Jones - Financial Advisor: David J Tornes

4000 Bridgeway Ste 103, Sausalito, CA 94965

CLOSED NOW:8:30 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…

4. A. Silvestri Co Garden Ornaments

A. Silvestri Co Garden Ornaments

2629 Bay Shore Blvd, San Francisco, CA 94134

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

From Business: *Delivery Service Available *2 Acres of Displays For More Information, Please visit our Website.

YP
69 Years
in Business

5. Wells Fargo Advisors

Wells Fargo Advisors

770 Tamalpais Dr Ste 400, Corte Madera, CA 94925

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

6. Chase Bank

Chase Bank

437 Corte Madera Town Ctr, Corte Madera, CA 94925

CLOSED 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.

7. John Bernabei, Robertson Stephens

John Bernabei, Robertson Stephens

200 Tamal Plz Ste 109, Corte Madera, CA 94925

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

From Business: John Bernabei is a Principal and Managing Director at Robertson Stephens and located in San Francisco. Together with Zack Perry, John advises high net worth individuals on a…

8. Zack Perry, Robertson Stephens

Zack Perry, Robertson Stephens

200 Tamal Plz Ste 109, Corte Madera, CA 94925

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

From Business: Zack is Managing Director in the Investment Office at Robertson Stephens. Previously, he was Co-CIO and a Partner at Vine Street Wealth Management with John Bernabei. Prior to…

9. Cristy Egan Mortgage Broker

Cristy Egan Mortgage Broker

1000 4th St, San Rafael, CA 94901

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

From Business: Mortgage lending with a personal touch. Since 1983 I have arranged loans for people to purchase or refinance a home, specializing in 1 to 4 units, as well as apartment and…

YP
42 Years
in Business

10. Financial Connections Group Inc.

Financial Connections Group Inc.

21 Tamal Vista Blvd Ste 105, Corte Madera, CA 94925

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

From Business: We are a fee-only (no commissions) offering the following services: - Investment management - Hourly financial planning - Small business 401(k) plans - review, set-up,…

YP
32 Years
in Business

11. Mirador Capital Partners

Mirador Capital Partners

80 E Sir Francis Drake Blvd, Larkspur, CA 94939

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

From Business: Mirador Capital Partners is an investment management firm with a 30-year history of advising individuals, families and businesses with innovative wealth management solutions.…

12. Fidelity Investments

Fidelity Investments

601 Larkspur Landing Cir, Larkspur, CA 94939

CLOSED NOW:8:30 am - 5:00 pm

From Business: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning…

13. Redwood Credit Union

Redwood Credit Union

209 3rd St, San Rafael, CA 94901

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

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. Ghada Marta Mortgage Advisor

Ghada Marta Mortgage Advisor

869 4th St, San Rafael, CA 94901

From Business: A boutique, full service real estate brokerage that specializes in conventional and the “Out of the Box” financing solutions that many people have come to need during this…

15. Edward Jones - Financial Advisor: Patrick Bell

Edward Jones - Financial Advisor: Patrick Bell

1121 4th St, San Rafael, CA 94901

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…

16. O'Donnell Financial Group

O'Donnell Financial Group

1101 5th Ave Ste 150, San Rafael, CA 94901

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

From Business: Gain financial confidence by partnering with someone who understands you and your life goals. At the ODonnell Financial Group, we are here to help you make sense of it all, and…

YP
38 Years
in Business

17. Edelman Financial Engines

Edelman Financial Engines

3950 Civic Center Dr Ste 315, San Rafael, CA 94903

CLOSED NOW:8:30 am - 5:00 pm

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…

18. Danian Peo - Financial Advisor, Ameriprise Financial Services

Danian Peo - Financial Advisor, Ameriprise Financial Services

4314 Redwood Hwy Ste 400, San Rafael, CA 94903

CLOSED NOW:8:30 am - 5:00 pm

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…

19. Ryan Romines - Private Wealth Advisor, Ameriprise Financial Services

Ryan Romines - Private Wealth Advisor, Ameriprise Financial Services

4314 Redwood Hwy Ste 400, San Rafael, CA 94903

CLOSED NOW:7:30 am - 4:00 pm

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…

20. Allegra Conklin - Financial Advisor, Ameriprise Financial Services

Allegra Conklin - Financial Advisor, Ameriprise Financial Services

4314 Redwood Hwy Ste 400, San Rafael, CA 94903

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…

21. Frank Mulberg

Frank Mulberg

655 Redwood Hwy Frontage Rd, Mill Valley, CA 94941

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

From Business: MULBERG LAW FIRM, Frank Mulberg, Attorney CPA. Asset Protection - Tax/Estate Plans, Contracts - LLC - Corp-Partnership, IRS and Business/Financial Representation, Income/Estate…

YP
48 Years
in Business

22. Maria Bookkeeping

Maria Bookkeeping

7 Montevideo Way, San Rafael, CA 94903

From Business: QuickBooks Certified ProAdvisor -- Expert Bookkeeper and Tax Preparer, Quickbooks wizard Quickbooks online specialist

YP
26 Years
in Business

23. Sharon L Boldt, EA

Sharon L Boldt, EA

313 Laurel Way, Mill Valley, CA 94941

CLOSED NOW:8:30 am - 6:30 pm

From Business: A company 313 Laurel Way, Mill Valley, CA, that specializes in Taxes-Consultants & Representatives, Financial Services, Tax Return Preparation, Tax Reporting Service, Tax…

YP
38 Years
in Business

24. U.S. Bank

U.S. Bank

800 Redwood Hwy Frontage Rd, Mill Valley, CA 94941

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

From Business: Union Bank personal banking services in Mill Valley are exclusively designed to meet your financial needs. Union Bank offers corporate, commercial, retail banking and wealth…

25. Citi

Citi

101 Tiburon Blvd, Mill Valley, CA 94941

CLOSED 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…

26. Scottrade - Online Trading & Stock

Scottrade - Online Trading & Stock

770 Tamalpais Dr Ste 310, Corte Madera, CA 94925

CLOSED NOW:6:00 am - 5:00 pm

From Business: Scottrade is a leading online investment firm with the online trading tools and market research to help individuals make their own investment decisions. -- Scottrade, Inc.,…

YP
45 Years
in Business

27. Erik Peterson - Chase Home Lending Advisor - NMLS ID 1070507

Erik Peterson - Chase Home Lending Advisor - NMLS ID 1070507

437 Corte Madera Town Ctr, Corte Madera, CA 94925

From Business: Erik proudly serves clients in all 50 states. Erik has 9 years of experience as a Senior Home Lending Advisor and specializes in condo and co-op lending, first-time homebuyer…

28. Charles Schwab

Charles Schwab

1704 Redwood Hwy, Corte Madera, CA 94925

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

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

29. NC Financial Group | Corte Madera

NC Financial Group | Corte Madera

233 Tamalpais Dr Ste 200, Corte Madera, CA 94925

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

From Business: We help our clients have all the pieces of their financial lives working together ni the most efficient way - Investments - Tax Planning - Insurance - Real Estate - Retirement…

30. Tessara Financial Advisors, Inc.

Tessara Financial Advisors, Inc.

100 Larkspur Landing Cir Ste 200, Larkspur, CA 94939

From Business: Tessara Financial Avisors, inc. (Tessara) is a boutique investment management firm that combines distinguished investment talent and financial planning on behalf of our…

We found 898 results for Financial Services in or near Sausalito, CA.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Loans. 14 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Northeast San Francisco, Financial District, and Southeast San Francisco. These businesses offer their services in one-or-more of the following languages: Spanish, Tagalog, and Chinese.