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State DirectoryFinancial Services in Lagunitas, CA
1. Tracy Lamond CFA-TLC Investment Management
4 Oak Forest Rd, Novato, CA 94949
From Business: Please Visit Our Website for More Information
2. Attorneys Collectors & Investigators
Serving the Lagunitas Area
From Business: • We are the #1 spot for Collection Agencies at Yellow Pages. • We have the history, skill and knowledge to GET THE JOB DONE. • We collect 80% of our accounts in the first two…
3. Grooms Wealth Management
250 Camino Alto, Ste 200, Mill Valley, CA 94941
From Business: Scott Grooms, Certified Financial Planner? *Proactive & Comprehensive Service *Financial Planning by Certified Analyst *Retirement *Estate & Tax Planning *Investment Advisory…
4. Credit Consulting Services Inc.
Salinas, CA 93901
From Business: CCS was established in 1970 by Salinas native Jeff Meeks. Jeff worked at a collection agency in Fresno while studying business administration at California State University at…
5. 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…
6. The Document Center Inc
Serving the Lagunitas 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…
7. Gateway Acceptance Co.
Pleasant Hill, CA 94523
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…
8. Stair Pedersen & Williams Accountancy Corp
88 Rowland Way Ste 165, Novato, CA 94945
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…
10. Crest Mar Coding And Billing Services
El Dorado Hills, CA 95762
From Business: Your #1 Resource when it's time to Outsource
11. Peter T Churchill A Professional Corporation
1682 Novato Blvd, Novato, CA 94947
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,…
12. Orbis Payment Services Inc
14 Commercial Blvd Ste 121, Novato, CA 94949
13. 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…
14. Maria Bookkeeping
7 Montevideo Way, San Rafael, CA 94903
From Business: QuickBooks Certified ProAdvisor -- Expert Bookkeeper and Tax Preparer, Quickbooks wizard Quickbooks online specialist
15. Chase Bank
300 Las Gallinas Ave, San Rafael, CA 94903
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.
16. 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,…
17. 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…
18. Redwood Credit Union
1010 Grant Ave, Novato, CA 94945
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…
19. Patelco Credit Union
112 Vintage Way Ste C1, Novato, CA 94945
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,…
20. Cristy Egan Mortgage Broker
1000 4th St, San Rafael, CA 94901
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…
21. 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
22. Meyer & Associates
21 Pamaron Way, Novato, CA 94949
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…
23. John Bernabei, Robertson Stephens
200 Tamal Plz Ste 109, Corte Madera, CA 94925
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…
24. Zack Perry, Robertson Stephens
200 Tamal Plz Ste 109, Corte Madera, CA 94925
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…
25. 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…
26. Chris Davis at Rate (NMLS #681647)
324 Sir Francis Drake Blvd, San Anselmo, CA 94960
From Business: Chris Davis is your San Anselmo local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Chris is committed to helping…
27. Rate - Closed
324 Sir Francis Drake Blvd, San Anselmo, CA 94960
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…
28. Eric Bleth at Guaranteed Rate Affinity (NMLS #284916)
899 Northgate Dr Ste 100, San Rafael, CA 94903
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,…
29. Chad Geyer at Rate (NMLS #399335)
1050 Northgate Dr Ste 50, San Rafael, CA 94903
From Business: Chad Geyer is your San Rafael local lender. As a loan officer at Rate, one of the largest retail mortgage lenders in the United States, Chad is committed to helping homeowners…
30. Rate - Closed
1050 Northgate Dr Ste 50, San Rafael, CA 94903
From Business: Guaranteed 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…