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State DirectoryFinancial Services in Friendly Acres Redwood City, CA
1. Peter B. Diaz, CPA - Tax Consulting and Tax Preparation
1811 Kentfield Ave, Redwood City, CA 94061
"I have been a client of Peter's over a decade and I highly recommend him for any of your tax/accounting related, business management, and/or other financial needs. My…"
2. Folsom & Associates
530 Lytton Ave, Palo Alto, CA 94301
From Business: L.S. Davis & Associates&65279; is the accounting and financial planning &65279;company of Leonard S. Davis JD, CPA. L.S Davis & Associates offers tax preparation in addition to…
3. Chase Bank
650 Santa Cruz Ave, Menlo Park, CA 94025
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. Citi
250 University Ave, Palo Alto, CA 94301
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…
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13. Jeanette Garretty, Robertson Stephens
1550 El Camino Real Ste 250, Menlo Park, CA 94025
From Business: Jeanette is a Principal and Managing Director at Robertson Stephens. For more than three decades, Jeanette has advised business leaders, entrepreneurs and wealthy families in…
14. Bordeaux Wealth Advisors
1550 El Camino Real Ste 100, Menlo Park, CA 94025
From Business: Bordeaux Wealth Advisors is an independent wealth management firm with ~ $4.0 billion in assets under advisement. We take a holistic approach of one’s entire financial…
15. Danny Rozansky, Robertson Stephens
1550 El Camino Real Ste 250, Menlo Park, CA 94025
16. Robertson Stephens - Menlo Park
1550 El Camino Real Ste 250, Menlo Park, CA 94025
From Business: The Robertson Stephens’ Menlo Park office brings a combined 60 plus years of experience to creating smart, comprehensive financial solutions for its clients, with a focus on…
17. Michael Zaninovich, Robertson Stephens
1550 El Camino Real Ste 250, Menlo Park, CA 94025
18. Patelco Credit Union
1105 Veterans Blvd, Redwood City, CA 94063
From Business: We are a full-service, not-for-profit credit union, and we are here for you. Patelco offers the same convenient services and access of the big banks, but with better rates,…
19. Oportun
1744 El Camino Real, Redwood City, CA 94063
From Business: Loans of $300 to $10,000 for bills, repairs, debt consolidation and more. Our in-person loan service is designed to help you on your financial journey. Quickly find out how…
21. Edward Jones - Financial Advisor: Rhonda Wentzel
1100 Alma St, Menlo Park, CA 94025
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…
22. Edward Jones - Financial Advisor: Stephen C Kagan
1100 Alma St Ste 201, Menlo Park, CA 94025
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…
26. Whitman Capital
27. Colibri Financialservices
615 Woodside Rd Ste B, Redwood City, CA 94061
28. Wellings & Co.
695 Oak Grove Ave Ste 100, Menlo Park, CA 94025
29. Edward Jones - Financial Advisor: David M Amann, CFP®|ChFC®
702 Marshall St Ste 400, Redwood City, CA 94063
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…
30. Edward Jones - Financial Advisor: Stephen C Kagan, AAMS™
702 Marshall St Ste 400, Redwood City, CA 94063
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…