Bay Area Finance & Insurance

Pettinelli Financial Partners in Redwood City, CA, offers comprehensive financial planning services. Our expert advisors specialize in retirement income planning, estate strategies, education savings, and business succession planning. We provide tailored solutions for individuals and businesses, including 401(k) planning, domestic partnership financial planning, and long-term care planning. Our diverse portfolio includes mutual funds, annuities, and insurance options. Trust our experienced team for independent, fee-based planning to secure your financial future. We accept all major credit cards.

Union Bank personal banking services in Redwood City are exclusively designed to meet your financial needs. Union Bank offers corporate, commercial, retail banking and wealth management solutions.

RSF Social Finance is a San Carlos-based organization that offers a range of financial services focused on social impact, including a Social Investment Fund, Donor Advised Funds, and Collaborative Funds. With a commitment to supporting positive change, RSF Social Finance provides loans and investment opportunities to individuals and organizations that align with their mission of creating a more sustainable and just world.Generated from the website