Best finance companies in Walnut Creek, CA

First-Citizens Bank & Trust Company has been providing personalized financial services for more than 100 years. This state-chartered commercial bank is the largest family-controlled bank in the United States that help people from all walks of life. Since 1898, First Citizens has been offering wealth management, insurance, treasury services, leasing, and more. It has 500 branches in 19 states.

BDO is an accounting firm that offers consulting services to its clients. BDO's range of services consist of advisory, audit, assurance, consulting, and tax. It offers its services to businesses in the consumer, financial, gaming, hospitality, leisure, government contracting, healthcare, manufacturing, distribution, NPO, private equity, real estate, and life sciences industries. BDO was founded in 1980 by M.L. Seidman.

Moss Adams is a fully integrated professional services firm dedicated to assisting clients with growing, managing, and protecting prosperity.

Patelco was originally started to serve the financial interests of the employees of a specific organization, in their case the Pacific Telephone & Telegraph Company. The year was 1936, and Patelco's initial assets totaled a mere $500.

Let Caliber Home Loans Inc. guide you home by helping you take the first step towards buying or refinancing your dream home with one of our Loan Consultants.

Arch Insurance provides property, casualty and specialty insurance for corporations, professional firms and financial institutions. Arch's insurance group consists of Arch Insurance Company, Arch Specialty Insurance Company, Arch Property Casualty Insurance Company (formerly Arch Excess & Surplus Insurance Company. Name changed in state of domicile and filings underway in all other jurisdictions where required) and Arch Indemnity Insurance Company. Arch Insurance Group's executive offices are located at One Liberty Plaza in New York City, with regional offices located in New York City (Northeast Region), Atlanta (Southeast Region), Chicago (Central Region), San Francisco (Western Region) and Dallas (South Central Region). In addition, a number of other offices throughout the U.S. have been established to support our business. Our operations center is based in Jersey City, New Jersey. The company offers multiple channels of distribution for our products depending on customer and broker preferences.

First Republic Bank provides lending, deposit, investment, trust, cash management, foreign exchange, and brokerage services. Private Asset Management Magazine named First Republic Bank as the Best Private Bank in North America. The company was founded in 1985 in San Francisco and has more than 60 offices on the West Coast and in the Northeast. First Republic Bank currently employs over 4000 employees.

Regency is the preeminent national owner, operator and developer of high-quality, grocery anchored neighborhood and community shopping centers. The Company's portfolio of 307 retail properties encompasses over 42.1 million square feet located in top areas throughout the United States, including co-investment partnerships. Regency has developed 223 shopping centers since 2000, representing an investment at completion of more than $3 billion.

RPM was disrupting old school home financing with technology years before “fintech” was a term. We're known by the world's largest investors for thier credit discipline. And as a customer, we're at your service 24/7. All In like family. Driven like Wall Street. Approachable like Main Street. These are the core values RPM lives by. RPM Mortgage is a proud member of LendUS, one of the largest independently owned and operated mortgage lenders in America. LendUS was created as a collaboration of four well-established, like-minded companies. Together, they have formed one company, with one name, that is solely-focused on providing thier clients with smart advice and an easy process with super speed.

Macerich is an independent real estate investment trust. It is engaged in acquisition, ownership, development, redevelopment, management, and leasing of regional and community shopping centers located throughout the United States. The Macerich Company was founded in 1964 and is headquartered in Santa Monica, California with additional offices in Phoenix, Arizona; Dallas, Texas; and Pittsford, New York.

Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages billion of dollars of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (securities), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company (NMWMC) (fiduciary and fee-based financial planning services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance).

Bank of Marin is the premier community and business bank in Marin County with 21 offices in Marin, San Francisco, Napa, Sonoma and Alameda counties. Offering business and personal banking, plus wealth management services, the bank has a strong focus on supporting the communities it serves and lending to local businesses. Incorporated in 1989, Bank of Marin has received the highest five star rating from Bauer Financial for more than fourteen and has been recognized for several years as one of the "Best Places to Work in the North Bay" by the North Bay Business Journal and one of the “Top Corporate Philanthropists" by the San Francisco Business Times. With assets exceeding $1.8 billion, Bank of Marin Bancorp is included in the Russell 2000 Small-Cap Index and has been recognized as a Top 200 Community Bank for the past five years by US Banker Magazine.

Aprio is the largest, independent CPA-led business advisory firm based in Atlanta, Georgia. Our integrated teams work across advisory, assurance, tax and private client services, bringing their best thinking and personal commitment to every client. We speak over 25 languages and serve clients in more than 40 countries, bringing 65 years of proven expertise and deep understanding to our clients' most complex questions. At Aprio, we serve as trusted advisors, guiding our clients to what's next.

Summit Funding provides lending solutions and creates a better way for buyers to obtain home loans. The company serves the lending needs of real estate professionals, builders and individual homebuyers throughout the state. Summit Funding focuses on mortgage lending, from purchase to refinance to construction lending. The company has approximately 85 branch and satellite offices in 20 states and a workforce of over 1,000 team members. Established in 1995 and headquarted in Sacramento, CA.

We help people and organizations succeed. You deserve an insurance partner who values relationships, integrity, and the ability to solve problems. We believe that creative insurance solutions will improve your business.

Guild Mortgage Company, is the leading privately-held mortgage company in the United States. They have lived, experienced, and proved their commitment to their customers and employees for more than fifty years, through all kinds of markets, by creating partnerships for lasting success. They pair the resources of large companies with the accessibility and soul of a small company, to serve their customers' needs. Their vision for Guild Mortgage Company is to build on their decades of success by seeking new opportunities for growth while keeping true to their history and values.

Fremont Bank is a retail and commercial bank and California mortgage lender.

New American Funding is a direct mortgage lender offering an array of mortgage loan options including purchase, refinance, and first time home buyer loans.

We exist to meet the banking needs of our clients and to make a positive difference in the communities we serve. Our principal focus and dedication remain on supporting the businesses and economic prosperity of the communities in which we live and work.