North Side Community Federal Credit Union

First Financial Credit Union

At First Financial Credit Union, we provide financial services for you and your family. As a cooperative, members are part owners and benefit from lower loan rates and fees, as well as higher savings rates since profits are given back to them instead of shareholders or management. Members also have a voice in the products and services offered by the credit union. For starters, our free checking accounts come with overdraft options like free transfers from a savings account or low-rate line of credit, and there are no minimum balance or usage requirements. We also offer youth accounts, retirement accounts, mortgages, alternatives to payday loans, auto loans, and low-rate credit cards. We understand that some members may not have any credit history or are trying to rebuild their credit score. We offer reasonable options for those individuals as well. So don't worry if you're young, a new citizen, or starting over with credit - we have plenty of options available.

AIO Fee-Only Financial Planners

At AIO Fee-Only Financial Planners, we offer independent and comprehensive financial planning services without any commissions or product sales. We are committed to fulfilling our fiduciary responsibility to our clients by providing unbiased advice tailored to their individual needs. Our fee is based on the assets we manage and we work with clients from around the world via virtual meetings. Additionally, we specialize in Sustainable, Responsible, Impact Investing and our team often travels to visit non-local clients. Our services include asset management, retirement planning, taxes, estate planning, and impact investing. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Morling & Company

Morling & Company - Morling Financial Advisors Morling & Company is a San Francisco/Bay Area based financial services firm, specializing in tax and financial consulting services for highly compensated professionals along with diversified management services for small businesses. Morling Financial Advisors Our model is to execute an all world portfolio that is designed to broadly diversify across many asset classes. The goal is to reduce singular risk in the world and local economy. We believe that the client is best served by having a low management fee structure, which in the long and short term will be beneficial to their bottom line.

Stewardship

Investment, Insurance, Home Loan, and Real Estate  Advisors serving you with wisdom and love. As life progresses, we find ourselves looking to buy a house, weighing different insurance policies, and trying to build wealth for the future. Those things are tough to do correctly when we do not have the proper information. Unfortunately, everybody has seen the consequences of, or experienced themselves, poor financial decision without proper education and guidance: A mortgage with excessive fees or a rate that is not competitive; improper insurance coverage; terrible customer service; poor investment advice; paying too much taxes; just to name a few. These are all financial injustices, and they can easily flood into the rest of our life carrying relationships and marriages downstream with them. When I read about and witnessed these financial injustices, I felt sick. Even now, as I write this and think about these things, my stomach churns. It makes me angry, and I want to stop it wherever I can. It is that passion that is the driving force behind Stewardship.

CFO Financial

CFO Financial Services is focused on serving the small business client and we customize our services to fit the unique needs of each client.  Our combined years of experience in various areas of business give our firm an advantage in helping small business owners succeed in the ever changing business market.   Similar firms often forget about the most important aspect of small businesses, the owner.  Our system allows each business owner to work closely with their Accountant without worrying about hourly rates and large bills.  The freedom to ask questions and get advice puts our clients in control of their business and saves them time and money.   CFO Financial Services operates as a professional Payroll Service Bureau using industry leading software. CFO offers tax advice and guidance throughout the year as well as straight forward and understandable financial statements to enable business owners to better manage their business.

Top Hat Tax & Financial Service

Top Hat Tax & Financial Services offers free consultation for IRS problem resolution and tax planning consultations with a minimum 1 hour fee. Our experienced team specializes in tax preparation, tax planning, IRS problem resolution, and financial planning for individuals and families. We are an appointment only company, so please call us in advance to book a session. Our services also include investments, college savings, insurance, 401k and pension rollovers. With our expertise, you can be sure to get the best advice and guidance for your financial needs. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm that offers its clients over a century of collective financial services knowledge. Our experts are here to help you reach your goals and make sound financial strategies more achievable than you might think. No matter where you are in life, we will be with you until you reach the finish line. We serve as fiduciaries and provide unbiased financial solutions with a single focus: our client’s best interests. We don’t just manage money; we work closely with our clients to create comprehensive, personalized plans that connect all aspects of their finances in order to achieve the best results possible. Our services include: stock options, RSUs, ESPP exercising strategies and diversification for those with concentrated stock options; tax-advantaged retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees; and financial wellness and investment services for women. At Sierra Pacific Financial Advisors, we strive to ensure our clients are making well-informed and sensible decisions throughout their financial journey - from wealth accumulation to preservation, to distribution.

Champion Financial Services

Champion Financial Services is the perfect choice for those looking to get a personal loan or convert their car title into cash quickly. We strive to provide customers with the lowest interest rate in California, and there's no need to have good credit or a new car. Call us or apply online, and you can be approved in as little as 15 minutes. With loans ranging from $2,500 to $50,000, we're here to help you get the money you need without worrying about job or credit requirements. Our team speaks both English and Spanish, so don't hesitate to reach out for help. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.