Banks & Credit Unions in Kentfield, CA

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Bank Branches and ATMs in Kentfield, CA

RBC Wealth Management Branch - Marin
Location 300B Drakes Landing Rd Suite 155, Greenbrae, CA 94904, USA
Phone (415) 445-8460
Directions
Union Bank
4 out of 5
Location 369 3rd St Suite A, San Rafael, CA 94901, USA
Phone (415) 784-2300
Directions
Westamerica Bank
3 out of 5
Location 1115 Magnolia Ave, Larkspur, CA 94939, USA
Phone (415) 464-3600
Directions
Bank of America (with Drive-thru ATM)
3 out of 5
Location 1000 4th St, San Rafael, CA 94901, USA
Phone (415) 451-2770
Directions
Chase Bank
3 out of 5
Location 1299 4th St Ste 100, San Rafael, CA 94901, USA
Phone (415) 482-8307
Directions
Chase Bank
3 out of 5
Location 401 Sir Francis Drake Blvd, Greenbrae, CA 94904, USA
Phone (415) 461-7794
Directions
Banks in Kentfield, CA

Where Kentfield, CA Banks & Credit Unions Serve

Nestled in the heart of Marin County, Kentfield, CA is a quaint and charming town that boasts a rich history and an abundance of natural beauty. From the majestic Mount Tamalpais to the tranquil waters of Phoenix Lake, there are endless outdoor recreation opportunities for residents and visitors alike. One of the most notable landmarks in Kentfield is the College of Marin, which has been a cornerstone of the community for over 90 years. The campus is home to a variety of academic programs and is a hub for cultural events and activities. In terms of top employers, Kentfield is home to a number of small businesses and boutique shops, as well as several healthcare facilities and educational institutions. The Marin General Hospital and the Tamalpais Union High School District are among the town's largest employers.

Kentfield, CA Banking Related Services

Insurance Broker

Residents of Kentfield, CA could benefit greatly from the services of an insurance broker. With the high cost of living in Marin County, finding affordable insurance options can be a challenge. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their specific needs. For example, Kentfield is known for its large number of affluent residents who may require specialized insurance coverage for their high-value homes and possessions. An insurance broker can help these residents find policies that provide adequate protection while also fitting within their budget. Additionally, with the recent increase in wildfires in California, an insurance broker can help Kentfield residents find comprehensive coverage that includes protection against fire damage. Overall, an insurance broker can provide invaluable assistance to Kentfield residents in finding the right insurance coverage to protect themselves and their assets.

Retirement Planning

Residents of Kentfield, CA can benefit greatly from the services of a retirement planner. With its high cost of living and affluent population, Kentfield presents unique challenges when it comes to planning for retirement. A retirement planner can help residents navigate the complexities of investment options, tax laws, and healthcare expenses, ensuring that they are able to maintain their standard of living in retirement. Additionally, a retirement planner can help Kentfield residents plan for the specific challenges that come with living in a high-cost area, such as the need to generate a higher income to cover expenses or the potential for unexpected financial setbacks. By working with a retirement planner, residents of Kentfield can feel confident that they are taking the necessary steps to secure their financial future.

Wealth Management

Residents of Kentfield, CA could benefit from the expertise of a wealth manager in a number of ways. One of the most common ways that a wealth manager could help residents of Kentfield is by providing guidance on how to manage their wealth in a way that is consistent with their long-term financial goals. This might include advice on how to invest in a way that minimizes risk, or how to create a diversified portfolio that is tailored to their specific needs. Additionally, a wealth manager could help residents of Kentfield navigate the complex tax laws that apply to high-net-worth individuals in California, ensuring that they are able to take advantage of all available tax breaks and minimize their tax liability. With its high cost of living and affluent population, Kentfield presents a unique set of challenges when it comes to managing wealth, and a skilled wealth manager can provide invaluable guidance to help residents achieve their financial objectives.

Financial Advisor

Residents of Kentfield, CA could benefit from the guidance of a financial advisor in a variety of ways. One of the most common ways would be to help them navigate the high cost of living in the area. Kentfield, CA is known for its affluent community and expensive real estate, which can make it challenging for residents to manage their finances effectively. A financial advisor could assist with budgeting, investing, and saving strategies to help residents make the most of their income and plan for their future. Additionally, with the recent economic uncertainty caused by the pandemic, a financial advisor could provide valuable insight and support to help residents weather the financial storm and come out on top.

Mortgage Loan Officer

Residents of Kentfield, CA may benefit greatly from the services of a mortgage loan officer. One specific way that a loan officer could help is by assisting residents in navigating the high cost of living in Kentfield. As one of the wealthiest communities in Marin County, Kentfield has a high median home value and cost of living. A mortgage loan officer could provide residents with options for financing a home purchase or refinancing an existing mortgage to lower monthly payments. Additionally, a loan officer could help residents understand the local housing market and provide guidance on the best loan options for their specific financial situation. With the help of a mortgage loan officer, residents of Kentfield can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Kentfield, CA could benefit from the expertise of a tax advisor in a number of ways. One specific area where a tax advisor could be particularly helpful is in navigating the state's complex tax laws. California has some of the highest tax rates in the country, and Kentfield residents may need help understanding how to minimize their tax burden while still remaining compliant with state and federal regulations. Additionally, a tax advisor could assist with tax planning, helping residents make informed decisions about investments, retirement accounts, and other financial matters that could have significant tax implications. With the help of a skilled tax advisor, Kentfield residents could ensure that they are making the most of their financial resources and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Kentfield, CA can benefit from the services of an estate planning lawyer in a number of ways. One of the most common ways is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes after they pass away. This is especially important in Kentfield, which is known for its high property values and affluent residents. An estate planning lawyer can also help residents minimize tax liabilities and protect their assets from creditors and legal disputes. Additionally, an estate planning lawyer can assist with healthcare directives and power of attorney documents, which can be crucial in the event of a medical emergency or incapacity. Overall, working with an estate planning lawyer can provide peace of mind and ensure that residents of Kentfield are prepared for the future.

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