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State DirectoryFinancial Services in Avila Bay, CA
1. Colonial Group Metals LLC
Serving the Avila Bay Area
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. Sencer Appraisal Associates-Equipment Appraisers
Serving the Avila Bay 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…
3. The Document Center Inc
Serving the Avila Bay Area
From Business: We are a full service company preparing, notarizing, and recording documents. We offer fast, low cost, service with no escrow or title fees. Title policies are available but…
4. Crest Mar Coding And Billing Services
El Dorado Hills, CA 95762
From Business: Your #1 Resource when it's time to Outsource
5. Edward Jones - Financial Advisor: Robert R Shipe
3211 Broad St, San Luis Obispo, CA 93401
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…
6. Check N' Go
3970 Broad St Ste 4, San Luis Obispo, CA 93401
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…
7. San Luis, Financial
1204 Nipomo St, San Luis Obispo, CA 93401
From Business: For nearly 30 years San Luis Financial has worked with experienced investors, builders, and landowners to provide fast funding through non-conventional loans. As private money…
8. Obispo Wealth Management
1301 Chorro St Ste A, San Luis Obispo, CA 93401
From Business: We provide advice and guidance to help clients with investment planning; retirement and college planning; estate management; cash and liability management for families,…
9. Chase Bank
1235 Chorro St, San Luis Obispo, CA 93401
"really love the staff at this bank...they are always willing to help me out with any issues I have on my accounts"
10. Wells Fargo Advisors
1160 Marsh St Ste 200, San Luis Obispo, CA 93401
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…
11. U.S. Bank
1230 E Grand Ave, Arroyo Grande, CA 93420
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 Arroyo…
12. Ion Financial Services
2106 9th St, Los Osos, CA 93402
"Someone who listens and provides direct answers without a hard sales pitch."
13. Gaddis Financial Services Group
760 Mattie Rd Ste A2, Pismo Beach, CA 93449
From Business: High-net-worth investors face a world of unique needs and opportunities to navigate while creating your vision, goals and priorities. A trusted financial advisor can help you…
14. Gregory Baker - Financial Advisor, Ameriprise Financial Services - Closed
500 Cypress St Ste 12, Pismo Beach, CA 93449
From Business: Gregory Baker CFP CRPC Financial Planner * Retirement Planning * Tax Planning Strategies * Investment Strategies * Small Business Owners * Estate Preservation
15. Radakovich Shaw & Blythe LLP
3220 S Higuera St Ste 201, San Luis Obispo, CA 93401
From Business: Certified Public Accountants *Mike Radakovich, CPA *Edwin R. Shaw, CPA *Anne Blythe, CPA
16. Peterson, Marlin C CPA
710 Fiero Ln, San Luis Obispo, CA 93401
From Business: * Tax Preparation & Consulting * Individuals & Business Returns * Accounting & Bookkeeping * Business Consulting * Estates & Trusts
17. OneMain Financial
3920 Broad St Ste 5, San Luis Obispo, CA 93401
From Business: OneMain Financial has been a trusted personal loan lender for more than 100 years and is proud to have served millions of customers nationwide. Get a personal loan to help with…
18. Rate
4227 Bernardo Dr, San Luis Obispo, CA 93401
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…
19. Charles Schwab
733 Marsh St Ste 100, San Luis Obispo, CA 93401
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,…
20. Bill Mott at Certainty Home Lending (NMLS #341086)
895 Pismo St, San Luis Obispo, CA 93401
From Business: Bill Mott is your San Luis Obispo local lender. As a loan officer at Certainty Home Lending, Bill is committed to helping homeowners with home purchase loans and refinances,…
21. Kevin Cunningham at Certainty Home Lending (NMLS #633249)
895 Pismo St, San Luis Obispo, CA 93401
From Business: Kevin Cunningham is your San Luis Obispo local lender. As a loan officer at Certainty Home Lending, Kevin is committed to helping homeowners with home purchase loans and…
22. Mickey Hellman at Certainty Home Lending (NMLS #244724)
895 Pismo St, San Luis Obispo, CA 93401
From Business: Mickey Hellman is your San Luis Obispo local lender. As a loan officer at Certainty Home Lending, Mickey is committed to helping homeowners with home purchase loans and…
23. Kim Williams at Certainty Home Lending (NMLS #263247)
895 Pismo St, San Luis Obispo, CA 93401
From Business: Kim Williams is your San Luis Obispo local lender. As a loan officer at Certainty Home Lending, Kim is committed to helping homeowners with home purchase loans and refinances,…
24. Maggie Koepsell at Certainty Home Lending (NMLS #704130)
895 Pismo St, San Luis Obispo, CA 93401
From Business: Maggie Koepsell is your San Luis Obispo local lender. As a loan officer at Certainty Home Lending, Maggie is committed to helping homeowners with home purchase loans and…
25. First American Title - Laura Kleinsmith
899 Pacific St, San Luis Obispo, CA 93401
From Business: I’m proud to work for First American Title in San Luis Obispo. As a leader in the title insurance industry, we provide escrow and settlement services as well as title insurance…
26. Pacific Premier Bank
1144 Morro St, San Luis Obispo, CA 93401
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…
27. Banc of California
1001 Marsh St, San Luis Obispo, CA 93401
From Business: Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small-, middle-market, and…
28. Matthew Janetski at Rate (NMLS #1002317)
1065 Higuera St Ste 100, San Luis Obispo, CA 93401
From Business: Matthew Janetski is your San Luis Obispo local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Matthew is committed to…
29. Donna Lewis at Rate (NMLS #245945)
1065 Higuera St Ste 100, San Luis Obispo, CA 93401
From Business: Donna Lewis is your San Luis Obispo local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Donna is committed to helping…
30. Eileen Mackenzie at Rate (NMLS #282909)
1065 Higuera St Ste 100, San Luis Obispo, CA 93401
From Business: Eileen Mackenzie is your San Luis Obispo local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Eileen is committed to…