Financial Services in Lagunitas, CA

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1. Colonial Group Metals LLC

Colonial Group Metals LLC

Serving the Lagunitas Area

CLOSED NOW:Closed

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. 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

3. Sencer Appraisal Associates-Equipment Appraisers

Sencer Appraisal Associates-Equipment Appraisers

Serving the Lagunitas 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…

YP
70 Years
in Business

4. Gateway Acceptance Co.

Gateway Acceptance Co.

Pleasant Hill, CA 94523

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

From Business: Gateway Acceptance Company has been in business since 1978. We have been family owned and operated since the beginning. We know you have many choices when it comes to meeting…

YP
47 Years
in Business

5. Stair Pedersen & Williams Accountancy Corp

Stair Pedersen & Williams Accountancy Corp

88 Rowland Way Ste 165, Novato, CA 94945

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

From Business: We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed…

YP
19 Years
in Business

7. Crest Mar Coding And Billing Services

Crest Mar Coding And Billing Services

El Dorado Hills, CA 95762

CLOSED NOW:9:00 am - 4:30 pm

From Business: Your #1 Resource when it's time to Outsource

YP
25 Years
in Business

8. Peter T Churchill A Professional Corporation

Peter T Churchill A Professional Corporation

1682 Novato Blvd, Novato, CA 94947

CLOSED 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

9. Orbis Payment Services Inc

Orbis Payment Services Inc

14 Commercial Blvd Ste 121, Novato, CA 94949

CLOSED NOW:9:00 am - 5:00 pm
YP
24 Years
in Business

10. Edward Jones - Financial Advisor: Joan M Carlson

Edward Jones - Financial Advisor: Joan M Carlson

5 Ross Ave, San Anselmo, CA 94960

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…

11. 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

12. Chase Bank

Chase Bank

300 Las Gallinas Ave, San Rafael, CA 94903

CLOSED NOW:Closed

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.

13. 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,…

14. 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

15. Redwood Credit Union

Redwood Credit Union

1010 Grant Ave, Novato, CA 94945

CLOSED NOW:Closed

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

16. Patelco Credit Union

Patelco Credit Union

112 Vintage Way Ste C1, Novato, CA 94945

CLOSED NOW:Closed

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

17. 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

18. 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

19. Meyer & Associates

Meyer & Associates

21 Pamaron Way, Novato, CA 94949

CLOSED 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…

20. John Bernabei, Robertson Stephens

John Bernabei, Robertson Stephens

200 Tamal Plz Ste 109, Corte Madera, CA 94925

CLOSED NOW:Closed

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…

21. Zack Perry, Robertson Stephens

Zack Perry, Robertson Stephens

200 Tamal Plz Ste 109, Corte Madera, CA 94925

CLOSED NOW:Closed

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…

22. 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…

23. Eric Bleth at Guaranteed Rate Affinity (NMLS #284916)

Eric Bleth at Guaranteed Rate Affinity (NMLS #284916)

899 Northgate Dr Ste 100, San Rafael, CA 94903

CLOSED NOW:Closed

From Business: Eric Bleth is your San Rafael local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a streamlined process,…

24. Jill D Williams Gilmore - Private Wealth Advisor, Ameriprise Financial Services

Jill D Williams Gilmore - Private Wealth Advisor, Ameriprise Financial Services

4314 Redwood Hwy Ste 400, San Rafael, CA 94903

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…

25. 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: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…

26. Philip Scarborough - Financial Advisor, Ameriprise Financial Services

Philip Scarborough - Financial Advisor, Ameriprise Financial Services

4314 Redwood Hwy Ste 400, San Rafael, CA 94903

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…

27. 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: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…

28. 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…

29. Stoffer Wealth Advisors

Stoffer Wealth Advisors

4040 Civic Center Dr Ste 200, San Rafael, CA 94903

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

From Business: We are an investment management and financial planning firm serving individuals, families, and business owners in the San Francisco Bay Area.

YP
17 Years
in Business

30. Edelman Financial Engines

Edelman Financial Engines

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

CLOSED NOW:Closed

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…

We found 272 results for Financial Services in or near Lagunitas, CA.They also appear in other related business categories including Financial Planning Consultants, Investment Advisory Service, and Financial Planners. 22 of these businesses have an A/A+ BBB rating. 2 of the rated businesses have 4+ star ratings.


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