Banks & Credit Unions in Ladera Ranch, CA

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Bank Branches and ATMs in Ladera Ranch, CA

Chase Bank
3 out of 5
Location 30605 Gateway Pl, Rancho Mission Viejo, CA 92694, USA
Phone (949) 226-5466
Language https://locator.chase.com/ca/rancho-mission-viejo/30605-gateway-pl?jp_cmp=rb%2FLocalListings%2Faff%2Fbranch%2Fna&y_source=1_OTEzNzE1Ny03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
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Bank of America Financial Center
2 out of 5
Location 27752 Antonio Pkwy, Ladera Ranch, CA 92694, USA
Phone (949) 364-4151
Language https://locators.bankofamerica.com/ca/laderaranch/financial-centers-ladera-ranch-12911.html?utm_source=GMBlisting&utm_medium=organic
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U.S. Bank Branch
4 out of 5
Location 25642 Crown Valley Pkwy, Ladera Ranch, CA 92694, USA
Phone (949) 347-2740
Language https://locations.usbank.com/index/california/ladera-ranch/ladera-ranch-branch.html?utm_source=google%20my%20business&utm_medium=listing&utm_campaign=visit%20website
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Wells Fargo Bank
4 out of 5
Location 27702 Crown Valley Pkwy D1, Ladera Ranch, CA 92694, USA
Phone (949) 364-1035
Language https://www.wellsfargo.com/locator/bank/27702__CROWN__VALLEY__PKWY__D1_LADERA__RANCH_CA_92694/?utm_campaign=Local_Listings&utm_source=Google&group=Community_Bank&loc=AA04725
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ATM
SEC File# 801-29945
CRD# 105267
Location 1701 Corporate Dr, Ladera Ranch, CA 92694, USA
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Chase Mortgage
Location 27702 Crown Valley Pkwy, Ladera Ranch, CA 92694, USA
Phone (949) 365-0483
Language https://www.chase.com/
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Chase Mortgage
Location 30605 Gateway Pl, Ladera Ranch, CA 92694, USA
Phone (949) 226-5466
Language https://homelendingadvisor.chase.com/Rancho%20Mission%20Viejo-CA
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U.S. Bank-Liam Lefevour-Mortgage Loan Officer
Location U.S. Bank Area Served, Ladera Ranch, CA 92694, USA
Phone (310) 965-1527
Language https://mortgage.usbank.com/ca-ladera-ranch-liam-lefevour?utm_source=gmb&utm_medium=organic&utm_campaign=local
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Banks in Ladera Ranch, CA

Where Ladera Ranch, CA Banks & Credit Unions Serve

Ladera Ranch, located in Orange County, California, is a picturesque community that boasts an array of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Mercantile West Shopping Center to the breathtaking Oso Creek Trail, Ladera Ranch has something for everyone. The community is home to several top employers, including Cox Communications and the Capistrano Unified School District, which provide ample job opportunities for residents. Major highways and streets, such as the 5 Freeway and Crown Valley Parkway, make commuting a breeze. Ladera Ranch is divided into several neighborhoods, each with its own unique charm and character, including Avendale Village, Bridgepark, and Oak Knoll Village. With its stunning scenery, thriving economy, and tight-knit community, Ladera Ranch is a true gem of Southern California.

Ladera Ranch, CA Banking Related Services

Insurance Broker

Residents of Ladera Ranch, CA could benefit greatly from the services of an insurance broker. With its affluent community and high property values, Ladera Ranch residents may require specialized insurance coverage for their homes, cars, and other assets. An insurance broker can help residents navigate the complex world of insurance policies and find the best coverage for their individual needs. Additionally, Ladera Ranch is known for its active outdoor lifestyle, which may require additional insurance coverage for recreational vehicles or liability protection. An insurance broker can provide personalized advice and help residents find the best policies to protect their assets and enjoy their active lifestyles with peace of mind.

Retirement Planning

Residents of Ladera Ranch, CA can benefit greatly from the services of a retirement planner. With a median age of 34, many residents may not be thinking about retirement yet, but it's important to start planning early. A retirement planner can help residents create a personalized plan to save for retirement, taking into account factors such as their income, expenses, and long-term financial goals. Additionally, Ladera Ranch has a high cost of living, which can make saving for retirement even more challenging. A retirement planner can provide guidance on how to manage expenses and maximize savings, so residents can enjoy a comfortable retirement without financial stress.

Wealth Management

Residents of Ladera Ranch, CA could benefit from a wealth manager in a variety of ways. One of the most common ways would be by helping them navigate the complex world of investment and financial planning. With the high cost of living in Ladera Ranch, many residents may struggle to save enough money to meet their long-term financial goals. A wealth manager could help them develop a personalized investment strategy that takes into account their unique financial situation and goals. Additionally, a wealth manager could provide guidance on tax planning, retirement planning, and estate planning, all of which are important considerations for residents of Ladera Ranch. Overall, a wealth manager could help residents of Ladera Ranch achieve financial stability and security, which is especially important given the high cost of living in the area.

Financial Advisor

Residents of Ladera Ranch, CA can benefit from the guidance of a financial advisor in many ways. With the high cost of living in Orange County, it can be challenging to manage finances effectively. A financial advisor can help residents of Ladera Ranch create a budget, plan for retirement, invest in the stock market, and manage debt. Additionally, Ladera Ranch is a planned community with many young families, and a financial advisor can help parents set up college savings plans for their children. With the help of a financial advisor, residents of Ladera Ranch can achieve their financial goals and secure their future.

Mortgage Loan Officer

Residents of Ladera Ranch, CA could benefit from the services of a mortgage loan officer in several ways. For instance, a mortgage loan officer can help residents secure financing to purchase their dream homes in Ladera Ranch, which is known for its beautiful neighborhoods and excellent schools. Additionally, a mortgage loan officer can assist residents in refinancing their existing mortgages to take advantage of lower interest rates, which can result in significant savings over the life of the loan. With the help of a mortgage loan officer, residents of Ladera Ranch can navigate the complex world of home financing with confidence and ease.

Tax Services

Residents of Ladera Ranch, CA could benefit from the expertise of a tax advisor in many ways. For example, a tax advisor could help residents navigate the complex tax laws and regulations that apply to their unique financial situations. This could include providing advice on how to minimize tax liability, identifying deductions and credits that residents may be eligible for, and helping residents plan for future tax obligations. Additionally, a tax advisor could assist residents with tax preparation and filing, ensuring that they are in compliance with all applicable tax laws. With its affluent population and high property values, Ladera Ranch presents unique tax challenges that a tax advisor could help residents address.

Estate Planning Lawyer

Residents of Ladera Ranch, CA can benefit from the expertise of an estate planning lawyer in a variety of ways. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that addresses the specific needs of Ladera Ranch residents. This includes protecting assets from creditors, minimizing taxes, and ensuring that assets are distributed according to the resident's wishes. Additionally, an estate planning lawyer can assist with drafting wills, trusts, and powers of attorney, as well as providing guidance on healthcare directives and long-term care planning. With Ladera Ranch's high median household income and expensive real estate market, the need for estate planning services is particularly important to ensure that residents' assets are protected and distributed as they intend.

FREQUENTLY ASKED QUESTIONS

Personal, Business & Online Bank FAQs

Ladera Ranch, CA is a thriving community with a plethora of banking services that cater to the needs of its residents. From traditional banking services such as checking and savings accounts to more specialized services like wealth management and investment advice, Ladera Ranch's banks have it all. One specific feature that sets Ladera Ranch's banking services apart is their emphasis on digital banking. With a tech-savvy population, Ladera Ranch's banks have implemented cutting-edge online and mobile banking platforms that allow customers to manage their finances conveniently from anywhere, at any time. Additionally, many banks in Ladera Ranch offer personalized financial planning services to help customers achieve their long-term financial goals. Overall, Ladera Ranch's banking services are a vital part of the community's economic landscape, providing residents with the tools they need to succeed financially.

Ladera Ranch, CA is an ideal location to avail banking services due to its plethora of financial institutions that are readily available to cater to the diverse needs of its residents. With a population of approximately 23,000, Ladera Ranch boasts of having numerous banks, credit unions, and other financial institutions that offer a wide range of services, including savings accounts, checking accounts, loans, and investment opportunities. Furthermore, Ladera Ranch's close proximity to major cities such as Los Angeles and San Diego makes it an attractive destination for financial institutions seeking to expand their reach. The town's affluent population and thriving economy also make it an ideal location for financial institutions to set up shop and offer their services to individuals and businesses alike. Overall, Ladera Ranch's robust financial sector, coupled with its strategic location and thriving economy, make it the best place to avail banking services in Southern California.