Financial Services in Novato, CA

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1. Tracy Lamond CFA-TLC Investment Management

Tracy Lamond CFA-TLC Investment Management

4 Oak Forest Rd, Novato, CA 94949

OPEN 24 HOURS

From Business: Please Visit Our Website for More Information

YP
17 Years
in Business

2. Peter T Churchill A Professional Corporation

Peter T Churchill A Professional Corporation

1682 Novato Blvd, Novato, CA 94947

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

From Business: Hi, I'm Peter Churchill, and I want to thank you for the opportunity to introduce myself. I serve clients in the greater Sonoma Bay area across several practices of law,…

YP
40 Years
in Business

3. Redwood Credit Union

Redwood Credit Union

1010 Grant Ave, Novato, CA 94945

OPEN 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

4. Edward Jones - Financial Advisor: Patrick Bell

Edward Jones - Financial Advisor: Patrick Bell

1300 Grant Ave Ste 101, Novato, CA 94945

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

5. Edward Jones - Financial Advisor: Robert D Schulman

Edward Jones - Financial Advisor: Robert D Schulman

505 San Marin Dr Ste 110b, Novato, CA 94945

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. L&L Tax & Business Servicess

L&L Tax & Business Servicess

384 Bel Marin Keys Blvd, Novato, CA 94949

From Business: Federal and State Income Tax Return Preparation for Individuals and Small Businesses - Prior Year Tax Returns - Audit Representation - Notary Service - Bookkeeping

YP
16 Years
in Business

7. Kendall Kramer - Financial Advisor, Ameriprise Financial Services

Kendall Kramer - Financial Advisor, Ameriprise Financial Services

7250 Redwood Blvd Ste 300, Novato, CA 94945

OPEN NOW:9:00 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…

8. Troy Evans - Financial Advisor, Ameriprise Financial Services

Troy Evans - Financial Advisor, Ameriprise Financial Services

7250 Redwood Blvd Ste 300, Novato, CA 94945

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…

9. Gregory Nikolaieff - Financial Advisor, Ameriprise Financial Services

Gregory Nikolaieff - Financial Advisor, Ameriprise Financial Services

7250 Redwood Blvd Ste 300, Novato, CA 94945

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…

10. Chase Bank

Chase Bank

1701 Grant Ave, Novato, CA 94945

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.

11. Edward Jones - Financial Advisor: Henry Choi, CFP®

Edward Jones - Financial Advisor: Henry Choi, CFP®

505 San Marin Dr Ste B110, Novato, CA 94945

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…

12. Cristy Egan Mortgage Broker

Cristy Egan Mortgage Broker

1000 4th St, San Rafael, CA 94901

OPEN 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

13. John Bernabei, Robertson Stephens

John Bernabei, Robertson Stephens

200 Tamal Plz Ste 109, Corte Madera, CA 94925

OPEN 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…

14. Zack Perry, Robertson Stephens

Zack Perry, Robertson Stephens

200 Tamal Plz Ste 109, Corte Madera, CA 94925

OPEN 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…

15. 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…

16. Danian Peo - Financial Advisor, Ameriprise Financial Services

Danian Peo - Financial Advisor, Ameriprise Financial Services

4314 Redwood Hwy Ste 400, San Rafael, CA 94903

OPEN 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…

17. 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

OPEN 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…

18. 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…

19. Edelman Financial Engines

Edelman Financial Engines

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

OPEN 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…

20. O'Donnell Financial Group

O'Donnell Financial Group

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

OPEN 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

21. 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…

22. 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…

23. Redwood Credit Union

Redwood Credit Union

209 3rd St, San Rafael, CA 94901

OPEN 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

24. Fidelity Investments

Fidelity Investments

601 Larkspur Landing Cir, Larkspur, CA 94939

OPEN 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…

25. Mirador Capital Partners

Mirador Capital Partners

80 E Sir Francis Drake Blvd, Larkspur, CA 94939

OPEN 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.…

26. Financial Connections Group Inc.

Financial Connections Group Inc.

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

OPEN 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

27. U.S. Bank

U.S. Bank

1711 Grant Ave, Novato, CA 94945

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 Novato,…

28. Patelco Credit Union

Patelco Credit Union

112 Vintage Way Ste C1, Novato, CA 94945

OPEN NOW:10:00 am - 6:00 pm

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

29. Meyer & Associates

Meyer & Associates

21 Pamaron Way, Novato, CA 94949

OPEN NOW:9:30 am - 5:30 pm

From Business: Meyer & Associates is a Certified Public Accountancy in Novato, CA, offering flat rate payroll, bookkeeping, and full charge accounting solutions for small and emerging…

30. Bob Weber at Guaranteed Rate Affinity (NMLS #254889)

Bob Weber at Guaranteed Rate Affinity (NMLS #254889)

7250 Redwood Blvd Ste 207, Novato, CA 94945

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

From Business: Bob Weber is your Novato local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a streamlined process, Bob is…

We found 320 results for Financial Services in or near Novato, CA.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Financial Planners. 3 of the rated businesses have 4+ star ratings.


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