Financial Services in Half Moon Bay, CA

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31. Selina Elaine Soo - Financial Advisor, Ameriprise Financial Services

Selina Elaine Soo - Financial Advisor, Ameriprise Financial Services

1900 Ofarrell St Ste 180, San Mateo, CA 94403

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…

32. George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services

George Papadoyannis - Private Wealth Advisor, Ameriprise Financial Services

1900 Ofarrell St Ste 180, San Mateo, CA 94403

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…

33. Emmanuel Huereca - Financial Advisor, Ameriprise Financial Services

Emmanuel Huereca - Financial Advisor, Ameriprise Financial Services

1900 Ofarrell St Ste 180, San Mateo, CA 94403

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…

34. Joshua Lelchook - Financial Advisor, Ameriprise Financial Services

Joshua Lelchook - Financial Advisor, Ameriprise Financial Services

1900 Ofarrell St Ste 180, San Mateo, CA 94403

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…

35. Natalia Koritskaya - Financial Advisor, Ameriprise Financial Services

Natalia Koritskaya - Financial Advisor, Ameriprise Financial Services

1900 Ofarrell St Ste 180, San Mateo, CA 94403

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…

36. Robert Graham - Financial Advisor, Ameriprise Financial Services - Closed

Robert Graham - Financial Advisor, Ameriprise Financial Services - Closed

1900 Ofarrell St Ste 180, San Mateo, CA 94403

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…

37. Ronald Joseph Puccinelli - Financial Advisor, Ameriprise Financial Services

Ronald Joseph Puccinelli - Financial Advisor, Ameriprise Financial Services

1900 Ofarrell St Ste 180, San Mateo, CA 94403

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…

38. First Bank Loan Production Agency

First Bank Loan Production Agency

1900 Ofarrell St Ste 250, San Mateo, CA 94403

CLOSED NOW:9:00 am - 2:00 pm

From Business: First Bank is a full-service, family-owned bank with a variety of business, family business, and personal banking services. Bank virtual, online, or in-person.

YP
115 Years
in Business

39. Ryan Lee - Financial Advisor, Ameriprise Financial Services

Ryan Lee - Financial Advisor, Ameriprise Financial Services

1900 Ofarrell St Ste 180, San Mateo, CA 94403

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…

40. Emerson Equity

Emerson Equity

155 Bovet Rd, San Mateo, CA 94402

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

From Business: As a full-service brokerage firm, Emerson Equity was founded with the vision of providing individual investors with complete financial planning and highly personalized…

41. Suttle & Company, LLP

Suttle & Company, LLP

66 Bovet Rd Ste 370, San Mateo, CA 94402

CLOSED NOW:Closed

From Business: Our firm has been in San Mateo for more than 40 years. We take pride in providing outstanding customer service and professional results you can rely on. We'll help you…

42. Citi

Citi

61 W Hillsdale Blvd, San Mateo, CA 94403

CLOSED NOW:Closed

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…

43. Norman Tat - Chase Home Lending Advisor - NMLS ID 1392698

Norman Tat - Chase Home Lending Advisor - NMLS ID 1392698

1730 S El Camino Real, San Mateo, CA 94402

From Business: Norman proudly serves clients in the San Mateo, CA area. Norman has 7 years of experience as a Senior Home Lending Advisor and specializes in preapproval, fixed-rate mortgages,…

44. Charles Schwab

Charles Schwab

1300 S El Camino Real Ste 110, San Mateo, CA 94402

CLOSED NOW:Closed

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,…

45. First American Title - Lauren Rivera

First American Title - Lauren Rivera

1440 Chapin Ave Ste 350A, Burlingame, CA 94010

CLOSED NOW:Closed

From Business: I’m proud to work for First American Title in Burlingame. As a leader in the title insurance industry, we provide escrow and settlement services as well as title insurance for…

46. Mark Parola - Chase Home Lending Advisor - NMLS ID 693931

Mark Parola - Chase Home Lending Advisor - NMLS ID 693931

1188 El Camino Real, Burlingame, CA 94010

From Business: Mark proudly serves clients in the Burlingame, CA area. Mark has 25 years of experience as a Senior Home Lending Advisor. Whether you're a first-time homebuyer, need to expand…

47. My-Le Dea - Chase Home Lending Advisor - NMLS ID 668580

My-Le Dea - Chase Home Lending Advisor - NMLS ID 668580

1430 Chapin Ave, Burlingame, CA 94010

From Business: With fluency in Vietnamese, My-Le proudly serves clients in the Peninsula areas and specializes in preapproval, lending to self-employed clients, adjustable-rate mortgages, FHA…

48. Fe David at Guaranteed Rate Affinity (NMLS #482592)

Fe David at Guaranteed Rate Affinity (NMLS #482592)

1427 Chapin Ave, Burlingame, CA 94010

CLOSED NOW:Closed

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

YP
8 Years
in Business

49. Fidelity Investments

Fidelity Investments

1411 Chapin Ave, Burlingame, CA 94010

CLOSED NOW:Closed

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

YP
60 Years
in Business

50. Mark Harrison at Guaranteed Rate Affinity (NMLS #447696)

Mark Harrison at Guaranteed Rate Affinity (NMLS #447696)

401 Primrose Rd Ste J, Burlingame, CA 94010

CLOSED NOW:Closed

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

51. Guaranteed Rate Affinity

Guaranteed Rate Affinity

401 Primrose Rd Ste J, Burlingame, CA 94010

CLOSED NOW:Closed

From Business: Guaranteed Rate Affinity is a national retail mortgage lender delivering low rates with a streamlined process, we are committed to helping homeowners with home purchase loans…

52. Song, Chuzhe

Song, Chuzhe

101 S Ellsworth Ave, San Mateo, CA 94401

CLOSED NOW:6:30 am - 4:00 pm

From Business: Welcome to Merrill Lynch in San Mateo, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

53. CoinFlip Bitcoin ATM

CoinFlip Bitcoin ATM

254 S B St, San Mateo, CA 94401

CLOSED NOW:9:00 am - 10:00 pm

From Business: CoinFlip offers the easiest and fastest way to buy bitcoin and other cryptocurrencies with cash. Just select the coin you want, verify your phone number, scan your bitcoin…

54. Venturi & Co

Venturi & Co

345 Lorton Ave Ste 105, Burlingame, CA 94010

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

From Business: Established in 1996, Venturi & Company LLC is a full-service investment advisory firm. Based in Burlingame, Calif., the company specializes in providing financial engineering,…

55. CoinFlip Bitcoin ATM

CoinFlip Bitcoin ATM

505 California Dr, Burlingame, CA 94010

CLOSED NOW:6:45 am - 12:00 am

From Business: CoinFlip offers the easiest and fastest way to buy bitcoin and other cryptocurrencies with cash. Just select the coin you want, verify your phone number, scan your bitcoin…

56. Guideline Investments LLC

Guideline Investments LLC

500A 2nd Ave, San Mateo, CA 94401

CLOSED NOW:Closed

From Business: No-nonsense, employee-focused 401(k) retirement benefits that are easy to set up and manage. All at an unbeatable price.

YP
10 Years
in Business

57. Primerica

Primerica

1660 S Amphlett Blvd Ste 111, San Mateo, CA 94402

From Business: Aida Valencia Garibay is a Licensed Financial Representative with Primerica serving SAN MATEO and its surrounding areas.

58. Robertson Stephens - Burlingame

Robertson Stephens - Burlingame

1350 Bayshore Hwy Ste 210, Burlingame, CA 94010

CLOSED NOW:Closed

From Business: The Robertson Stephens’ Burlingame and San Ramon offices aim to help our clients achieve optimal wealth management results using a Total Solution Approach that includes income…

59. Edward Jones - Financial Advisor: Tiger Vu

Edward Jones - Financial Advisor: Tiger Vu

111 Anza Blvd Ste 115, Burlingame, CA 94010

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…

60. Edward Jones - Financial Advisor: Chris Menzl

Edward Jones - Financial Advisor: Chris Menzl

111 Anza Blvd Ste 115, Burlingame, CA 94010

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…