Business in Bank:

Merrill Lynch Wealth Managemen
Bank of Santa Clarita
Citizens Business Bank
Union Bank
Mc Kee Financial Services

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Investment service

1. Merrill Lynch Wealth Management

· 1 reviews

24200 Magic Mountain Pkwy, Santa Clarita, CA 91355

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- Personalized Guidance: Your journey to financial success begins with a dedicated advisor tailored to your needs.
- Diverse Investment Solutions: Access a wide range of investment options from Merrill and Bank of America for optimal growth.
- Timely Market Insights: Stay informed with expert analysis on market trends and the global economy to make informed decisions.
- Location-Based Advisor Matching: Find the right financial advisor based on your specific location for personalized support.
- Comprehensive Financial Services: Benefit from a full suite of services, including banking, investment, and insurance solutions.

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Bank

2. Bank of Santa Clarita - Santa Clarita

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· 4 reviews

23780 Magic Mountain Pkwy, Santa Clarita, CA 91355

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Business: As Southern California's commercial bank, we are committed to providing our local businesses and individuals with personalized banking solutions.

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Bank

3. Citizens Business Bank - Santa Clarita

· 1 reviews

28470 Avenue Stanford STE 110, Santa Clarita, CA 91355

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1. Uncover the purchasing power of zero with our exclusive offer.
2. Stay informed with real-time cash flow forecasting, competitive benchmarking, and financial alerts.
3. Access business banking tools for both personal and small business needs, through Online and Mobile Banking.
4. Customize your business experience with a variety of tailored cards to fit your unique needs.
5. Explore informative videos to maximize the use of our online tools, ensuring a secure and efficient banking experience.

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Bank

4. Union Bank - Santa Clarita

· 13 reviews

24240 Valencia Blvd, Santa Clarita, CA 91355

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1. Experience bilingual banking: Explore our new Spanish website for U.S. Bank, offering convenient access to English resources.
2. Smart Checking, better banking: Open a Bank Smartly Checking account and unlock benefits, rewards, and money tracking in one app.
3. Empower the next generation: Teach kids and teens about money with our Greenlights debit card and app, complimentary for U.S. Bank checking customers.
4. Bank on-the-go: Enjoy the freedom of banking from almost anywhere with our user-friendly U.S. Bank Mobile App.
5. Comprehensive financial solutions: From loans and mortgages to investments and insurance, U.S. Bank offers a wide range of products and services tailored to your needs.

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Financial planner

5. Mc Kee Financial Services

· 3 reviews

25375 Orchard Village Rd # 105, Santa Clarita, CA 91355

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Review

"Excellent financial services."

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Financial planner

6. Vance Wealth

· 2 reviews

26491 Summit Cir, Santa Clarita, CA 91350

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- Personalized financial planning tailored to your unique journey, ensuring clarity and confidence in your decisions.
- Proactive support in navigating life's uncertainties, preparing you for challenges before they arise.
- Trusted partnership that celebrates your successes and guides you through difficult choices with wisdom and insight.
- Empowering families and businesses to achieve financial independence and realize their dreams every step of the way.
- Commitment to your goals with a focus on transforming complexities into simple, actionable plans for your future.

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Bank

7. Mission Valley Bank

· 4 reviews

26701 McBean Pkwy Suite 100, Valencia, CA 91355

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Review

"And, now - we are close to receiving our 2nd PPP loan through them as well."

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Credit union