Investment Securities in San Leandro, California

San Leandro / California / United States

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This bank is located just south of Davis Street, in a part of town known as Old San Leandro. Tellers and customer service reps are readily available to serve basic personal and professional banking needs.

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Bank of the West, San Leandro

San Leandro / California / United States

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Bank of the West provides checking, savings, credit cards, mortgages, auto loans, business banking, commercial banking and more. Bank of the West pairs the mobile and online banking capabilities of a world-class global bank with the personal attention of a local bank. Member FDIC. Equal Housing Lender. Visit us at 1601 Washington Ave, San Leandro, CA 94577

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Bank of the West, San Leandro

San Leandro / California / United States

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Bank of the West provides checking, savings, credit cards, mortgages, auto loans, business banking, commercial banking and more. Bank of the West pairs the mobile and online banking capabilities of a world-class global bank with the personal attention of a local bank. Member FDIC. Equal Housing Lender. Visit us at 15075 Farnsworth St, San Leandro, CA 94579

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Patelco Credit Union, San Leandro

San Leandro / California / United States

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As a full-service, not-for-profit credit union, Patelco is here for you. We offer the same convenient services and account access of a big bank, with better rates, fewer fees, and the personalized, attentive service you expect from a local lender. For over 77 years, we’ve been helping Northern California communities prosper, not only through financial products, but through volunteer initiatives, donation drives, fundraisers, and community outreach. Today, with more than $4 billion in assets, 275,000 members, and 40 local branches, Patelco Credit Union ranks among the largest credit unions in the nation and is the 6th largest in California. Join us – We’re federally insured, well-capitalized, and membership is free!

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Accepts Credit Cards

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Abundance Advisers, San Leandro

San Leandro / California / United States

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Daven Sharma is the owner of Strategic Advisors, Inc., a Bay Area financial planning and wealth management firm. Daven works with people of all ages, including those who are just starting their careers. At the outset, a customized financial plan is put together that prepares clients for major life events such as the purchase of a new home, sending kids to college or a comfortable retirement plan. Strategic Advisors? personalized approach includes reviewing financial plans with clients on a regular basis to ensure that life events are integrated. Strategic Advisors also works with companies to create retirement plans that include 401K and defined benefit plans. He meets with individual employees at the workplace to help them understand their workplace retirement benefits and make proper selection based on their expectations and risk tolerance. When Daven begins working with new clients, he evaluates their assets, liabilities, income and expenses. He looks for balance between living a comfortable life and savings to meet life goals. If people are living beyond their means, he works with them to help them change their behaviors. ?We carefully consider the best interests, retirement planning goals and life aspirations of our clients. One of the things that sets us apart is our system, 7-Steps to Financial Abundance, a step-by-step guide to financial planning. We could tell our clients that they need to be investing or saving more, but they already know that. We?re realists, and we know that they have mortgages and kids to put through college, so our emphasis is on long-term, sustainable planning and strategy to meet the objectives.? In addition to being a financial planner, Daven is a CPA, and it is his tax planning expertise that allows him to understand the complete financial landscape. Daven earned his BS from the University of Delhi, India, and a Chartered Certified Accountant certification in the UK. After migrating to the US in 1985, he earned CPA and CFP certifications. Daven lives in Pleasanton with his wife and two daughters and enjoys reading and travel. Daven is a frequent public speaker on the topic of financial planning. A key theme for Daven? Everyone can create financial abundance for themselves ? the important thing is to be committed to your goals. Daven Sharma is the owner of Strategic Advisors, Inc., a Bay Area financial planning and wealth management firm. Daven works with people of all ages, including those who are just starting their careers. At the outset, a customized financial plan is put together that prepares clients for major life events such as the purchase of a new home, sending kids to college or a comfortable retirement plan. Strategic Advisors? personalized approach includes reviewing financial plans with clients on a regular basis to ensure that life events are integrated. Strategic Advisors also works with companies to create retirement plans that include 401K and defined benefit plans. He meets with individual employees at the workplace to help them understand their workplace retirement benefits and make proper selection based on their expectations and risk tolerance. When Daven begins working with new clients, he evaluates their assets, liabilities, income and expenses. He looks for balance between living a comfortable life and savings to meet life goals. If people are living beyond their means, he works with them to help them change their behaviors. ?We carefully consider the best interests, retirement planning goals and life aspirations of our clients. One of the things that sets us apart is our system, 7-Steps to Financial Abundance, a step-by-step guide to financial planning. We could tell our clients that they need to be investing or saving more, but they already know that. We?re realists, and we know that they have mortgages and kids to put through college, so our emphasis is on long-term, sustainable planning and strategy to meet the objectives.? In addition to being a financial planner, Daven is a CPA, and it is his tax planning expertise that allows him to understand the complete financial landscape. Daven earned his BS from the University of Delhi, India, and a Chartered Certified Accountant certification in the UK. After migrating to the US in 1985, he earned CPA and CFP certifications. Daven lives in Pleasanton with his wife and two daughters and enjoys reading and travel. Daven is a frequent public speaker on the topic of financial planning. A key theme for Daven? Everyone can create financial abundance for themselves ? the important thing is to be committed

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Fremont Bank, San Leandro

San Leandro / California / United States

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World War II veteran Morris Hyman founded Fremont Bank in 1945. On top of standard banking services, this community bank offers many small extras to its clients including cold bottled water, coffee and mints. It is located in downtown San Leandro. Call for information on specific financial services.

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