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      Financial Services in Monte Sereno, CA

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      1. Colonial Group Metals LLC

      Colonial Group Metals LLC
      833-390-5875Call Now
      Financial ServicesGold, Silver & Platinum Buyers & DealersInvestments

      Serving the Monte Sereno Area

      OPEN NOW:9:00 am - 8:00 pm

      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. Business & Escrow Service Center

      Business & Escrow Service Center
      408-831-7383Call NowVisit Website
      Directions
      Financial ServicesInsuranceProperty & Casualty Insurance

      3031 Tisch Way, San Jose, CA 95128

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

      From Business: Business & Escrow Service Center, serving the Bay Area and Silicon Valley, is conveniently located near Stevens Creek and Winchester Blvd. in the Santana Office Tower, San…

      YP
      46 Years
      in Business

      3. Mutual of Omaha Reverse Mortgage - Dan Casagrande

      Mutual of Omaha Reverse Mortgage - Dan Casagrande
      831-515-6787Call NowVisit Website
      Directions
      Financial ServicesLoansReal Estate Loans

      1414 Soquel Ave, Santa Cruz, CA 95062

      OPEN NOW:9:00 am - 7:00 pm

      From Business: Dan Casagrande is your local reverse mortgage expert serving Santa Cruz County, Santa Clara County, Monterey, and San Benito Counties. Dan helps people to understand their…

      YP
      20 Years
      in Business
      Contact Us

      4. Document Center Inc The

      Document Center Inc The
      888-294-2026Call NowVisit Website
      Financial ServicesEscrow ServiceReal Estate Title Service

      Serving the Monte Sereno Area

      OPEN NOW:9:00 am - 6:00 pm

      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…

      5. Thielen & Associates CPAs

      Thielen & Associates CPAs
      408-871-5900Call NowVisit Website
      Directions
      Financial ServicesAccounting ServicesAccountants-Certified Public

      591 W Hamilton Ave, Campbell, CA 95008

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

      From Business: Thielen & Associates was launched in 2004, based on a collaborative idea from our Managing Director, Paula Thielen, and her adult children Jeremy Thielen, and Marisa Thielen…

      YP
      21 Years
      in Business

      6. Sencer Appraisal Associates-Equipment Appraisers

      Sencer Appraisal Associates-Equipment Appraisers
      888-568-0805Call NowVisit Website
      Financial ServicesAppraisers-Business, Commercial & IndustrialIndustrial Consultants

      Serving the Monte Sereno 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

      7. Gateway Acceptance Co.

      Gateway Acceptance Co.
      800-444-2951Call NowVisit Website
      Financial ServicesFactorsCollection Agencies

      Pleasant Hill, CA 94523

      OPEN 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

      8. Fachner Acccounting Group Inc.

      Fachner Acccounting Group Inc.
      408-866-2001Call NowVisit Website
      Directions
      Financial ServicesAccounting ServicesTaxes-Consultants & Representatives

      65 W Hamilton Ave Ste 5, Campbell, CA 95008

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

      From Business: We are a team of seasoned, technically skilled, well-educated (but continually learning), super-friendly professionals providing tailored professional tax & accounting…

      YP
      26 Years
      in Business
      Amenities:
      Wheelchair accessible

      9. Crest Mar Coding And Billing Services

      Crest Mar Coding And Billing Services
      916-941-1159Call Now
      Financial ServicesAccounting ServicesBookkeeping

      El Dorado Hills, CA 95762

      CLOSED NOW:9:00 am - 12:00 pm

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

      YP
      25 Years
      in Business

      10. Don Williams & Associates Inc

      Don Williams & Associates Inc
      408-402-3646Call NowVisit Website
      Directions
      Financial ServicesProperty & Casualty InsuranceAuto Insurance

      17510 Farley Rd W, Los Gatos, CA 95030

      OPEN NOW:8:30 am - 4:00 pm

      From Business: At Don Williams & Associates we understand in these tough difficult times the value of your insurance dollar. We also understand that you have many options when choosing your…

      YP
      63 Years
      in Business

      12. Cumulus Financial Group

      Cumulus Financial Group
      408-827-3099Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersFinancial Planning Consultants

      900 E Hamilton Ave, Campbell, CA 95008

      OPEN NOW:8:30 am - 5:00 pm

      From Business: Cumulus Financial provides management consulting and outsourced administrative functions to the SMB market using best of breed, cloud based, applications.

      YP
      15 Years
      in Business

      13. Aep Financial

      Aep Financial
      408-866-0893Call NowVisit Website
      Directions
      Financial ServicesLoans

      1550 Winchester Blvd, Campbell, CA 95008

      OPEN NOW:8:30 am - 6:00 pm

      14. Land Home Financial Services, Inc

      Land Home Financial Services, Inc
      408-371-0500Call NowVisit Website
      Directions
      Financial ServicesFinancial Planning ConsultantsFinancial Planners

      1901 S Bascom Ave Ste 1550, Campbell, CA 95008

      OPEN NOW:8:00 am - 5:00 pm
      YP
      37 Years
      in Business

      16. Chase Bank

      Chase Bank
      408-354-9911Call NowVisit Website
      Directions
      Financial ServicesBanksLoans

      400 N Santa Cruz Ave, Los Gatos, CA 95030

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

      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.

      17. U.S. Bank

      U.S. Bank
      408-354-6676Call NowVisit Website
      Directions
      Financial ServicesBanksLoans

      127 N Santa Cruz Ave, Los Gatos, CA 95030

      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 Los Gatos,…

      18. Edward Jones - Financial Advisor: Lucy McGuire

      Edward Jones - Financial Advisor: Lucy McGuire
      408-568-4005Call NowVisit Website
      Directions
      Financial ServicesInvestmentsFinancial Planners

      14375 Saratoga Ave Ste 105, Saratoga, CA 95070

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

      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

      19. eZeeTAX, Inc.

      eZeeTAX, Inc.
      408-725-9110Call NowVisit Website
      Directions
      Financial ServicesBookkeepingAccounting Services

      18488 Prospect Rd Ste 8, Saratoga, CA 95070

      From Business: QuickBooks Certified ProAdvisor -- eZeeTAX, Inc. provides Small Business Accounting, Bookkeeping and Tax Services to Individuals and Small Business Owners. We serve the entire…

      YP
      17 Years
      in Business

      20. Check N' Go

      Check N' Go
      408-866-8000Call NowVisit Website
      Directions
      Financial ServicesCheck Cashing ServiceLoans

      1575 Winchester Blvd Ste D, Campbell, CA 95008

      OPEN NOW:10:30 am - 7:00 pm

      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…

      21. Golden State Tax Service Inc

      Golden State Tax Service Inc
      408-866-9829Call Now
      Directions
      Financial ServicesBookkeepingPayroll Service

      262 E Hamilton Ave, Campbell, CA 95008

      OPEN NOW:9:00 am - 6:00 pm

      From Business: Golden State Tax Service Inc. has experience in all matters of accounting and taxation, internal revenue services (IRS) problem resolution, estates and trusts, business…

      YP
      22 Years
      in Business

      22. Patelco Credit Union

      Patelco Credit Union
      800-358-8228Call Now
      Directions
      Financial ServicesCredit UnionsInvestments

      1790 S Bascom Ave Ste 110, Campbell, CA 95008

      OPEN NOW:10:00 am - 5:00 pm

      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,…

      YP
      89 Years
      in Business

      23. Fidelity Investments

      Fidelity Investments
      800-579-9984Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      434 N Santa Cruz Ave, Los Gatos, CA 95030

      OPEN NOW:8:30 am - 5:00 pm

      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…

      24. Krista Valpreda at Guaranteed Rate Affinity (NMLS #459894)

      Krista Valpreda at Guaranteed Rate Affinity (NMLS #459894)
      925-635-9202Call NowVisit Website
      Directions
      Financial ServicesMortgagesReal Estate Loans

      410 N Santa Cruz Ave, Los Gatos, CA 95030

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

      From Business: Krista Valpreda is your Los Gatos local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a streamlined…

      25. Guaranteed Rate Affinity

      Guaranteed Rate Affinity
      888-844-9888Call NowVisit Website
      Directions
      Financial ServicesMortgagesReal Estate Loans

      410 N Santa Cruz Ave, Los Gatos, CA 95030

      OPEN NOW:8:30 am - 5:30 pm

      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…

      26. Charles Schwab

      Charles Schwab
      408-357-0160Call NowVisit Website
      Directions
      Financial ServicesFinancial PlannersInvestments

      335 N Santa Cruz Ave, Los Gatos, CA 95030

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

      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,…

      27. Michael Jacobs at Citywide (NMLS #309559)

      Michael Jacobs at Citywide (NMLS #309559)
      312-752-1308Call Now
      Directions
      Financial ServicesMortgagesReal Estate Loans

      236 N Santa Cruz Ave Ste 101, Los Gatos, CA 95030

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

      From Business: Michael Jacobs is your Chicago local lender. As a loan officer at Citywide Home Mortgage, Michael is committed to helping homeowners with home purchase loans and refinances,…

      28. Michael Kalai at Citywide (NMLS #281984)

      Michael Kalai at Citywide (NMLS #281984)
      312-300-0883Call Now
      Directions
      Financial ServicesMortgagesReal Estate Loans

      236 N Santa Cruz Ave Ste 101, Los Gatos, CA 95030

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

      From Business: Michael Kalai is your Los Gatos local lender. As a loan officer at Citywide Home Mortgage, Michael is committed to helping homeowners with home purchase loans and refinances,…

      29. Bob Bachman at Guaranteed Rate Affinity (NMLS #256297)

      Bob Bachman at Guaranteed Rate Affinity (NMLS #256297)
      408-858-2663Call Now
      Directions
      Financial ServicesMortgagesReal Estate Loans

      16185 Los Gatos Blvd Ste 205, Los Gatos, CA 95032

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

      From Business: Bob Bachman is your Los Gatos local lender. As a loan officer at Guaranteed Rate Affinity, a national retail mortgage lender delivering low rates with a streamlined process,…

      30. Citi ATM

      Citi ATM
      800-627-3999Call NowVisit Website
      Directions
      Financial ServicesBanksCommercial & Savings Banks

      15879 Los Gatos Blvd, Los Gatos, CA 95032

      OPEN 24 HOURS

      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…

      We found 680 results for Financial Services in or near Monte Sereno, CA.They also appear in other related business categories including Financial Planning Consultants, Financial Planners, and Loans. 49 of these businesses have an A/A+ BBB rating. 21 of the rated businesses have 4+ star ratings.


      The businesses listed also serve surrounding cities and neighborhoods including Central San Jose, Downtown San Jose, and East Campbell. These businesses offer their services in one-or-more of the following languages: Spanish, Hindi, and Chinese.