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United Methodist Federal Credit Union, Montclair CA | Nearby Businesses


United Methodist Federal Credit Union Reviews

9040 Benson Ave
Montclair, CA 91763

(800) 245-0433

Bank Near United Methodist Federal Credit Union

Ontario Montclair School Employee Federal Credit
Distance: 0.8 mi Competitive Analysis
1520 N Palmetto Ave
Ontario, CA 91762

(909) 983-1959

Wells Fargo Bank
Distance: 1.6 mi Competitive Analysis
811 W Foothill Blvd
Upland, CA 91786

(909) 608-2600

Michael Bowman NMLSR ID 1287250 - Wells Fargo
Distance: 0.9 mi Competitive Analysis
494 N Mountain Ave
Upland, CA 91786

(909) 931-3069

I am dedicated to providing you top customer service and assistance in finding options that meet your homebuying or refinancing needs. Contact me today to start the financing process - I'll help you understand how much you may be able to borrow. View our Community Guidelines at : http://blogs.wf.com/community-guidelines https://www.facebook.com/wellsfargo/app_287519361322680.

Luis A. Palomo NMLSR ID 277306 - Wells Fargo
Distance: 0.9 mi Competitive Analysis
494 N Mountain Ave
Upland, CA 91786

(909) 367-1653

I am dedicated to providing you top customer service and assistance in finding options that meet your homebuying or refinancing needs. Contact me today to start the financing process - I'll help you understand how much you may be able to borrow. To view our Community Guidelines, go to https://www.facebook.com/wellsfargo/app_287519361322680.

Citizens Business Bank
Distance: 1.2 mi Competitive Analysis
818 N Mountain Ave
Upland, CA 91786

(909) 946-6921

Pacific Western Bank
Distance: 1.0 mi Competitive Analysis
569 N Mountain Ave
Upland, CA 91786

(909) 981-8611

Bank of America
Distance: 1.4 mi Competitive Analysis
1211 W Foothill Blvd
Upland, CA 91786

(909) 865-2424

Golden State Credit
Distance: 0.5 mi Competitive Analysis
280 N Benson Ave, Ste 6
Upland, CA 91786

(909) 920-5333

U.S. Bank ATM
Distance: 1.4 mi Competitive Analysis
1241 W Foothill Blvd
Upland, CA 91786-3681

(800) 872-2657

Kinecta Federal Credit Union
Distance: 0.9 mi Competitive Analysis
440 N Mountain Ave
Upland, CA 91786-5183

(909) 257-2308

Raphael Cordova NMLSR ID 1433421 - Wells Fargo
Distance: 0.9 mi Competitive Analysis
494 N MOUNTAIN AVE Suite C
Upland, CA 91786

(909) 931-3063

I am dedicated to providing you top customer service and assistance in finding options that meet your homebuying or refinancing needs. Contact me today to start the financing process - I'll help you understand how much you may be able to borrow. View our Community Guidelines at : http://blogs.wf.com/community-guidelines

Daniel Luis Holguin NMLSR ID 1255079 - Wells Fargo
Distance: 0.9 mi Competitive Analysis
494 N MOUNTAIN AVE SUITE C
Upland, CA 91709

(909) 728-3002

I am dedicated to providing you top customer service and assistance in finding options that meet your homebuying or refinancing needs. Contact me today to start the financing process - I'll help you understand how much you may be able to borrow. View our Community Guidelines at : http://blogs.wf.com/community-guidelines

Decisive Credit Services
Distance: 1.2 mi Competitive Analysis
5196 Benito St Ste 11
Montclair, CA 91763-2891

(909) 625-2700

Finance Company Near United Methodist Federal Credit Union

Speedy Cash - 4915 Moreno Ave, Montclair CA
Distance: 1.0 mi Competitive Analysis
4915 Moreno St
Montclair, CA 91763-1522

(909) 625-2274

Speedy Cash Loans include: Payday Loans up to $255, Installment Loans up to $2,600, and Title Loans up to $25,000. Speedy Cash services also include EasyPay Electronics, Check Cashing, Visa® Prepaid Debit Cards, Money Orders, Wire Transfers and Cash for Gold. Visa is a registered trademark of Visa USA Inc. Licensed by the California Department of Business Oversight pursuant to the California Deferred Deposit Transaction Law. California loans other than deferred deposit loans are issued pursuant to the California Finance Lenders Law. Installment title loans subject to minimum auto value requirements. A single payday advance is typically two to four weeks. However, borrowers often use these loans over a period of months, which can be expensive. Payday advances are not recommended as long-term financial solutions. Customers with credit difficulties should seek counseling.

Ian D. Bishop, CHFC CMFC MSF APMA
Distance: 1.0 mi Competitive Analysis
440 N Mountain Ave, Ste 313
Upland, CA 91786

(909) 608-0588

Bishop Financial Group, a financial advisory practice of Ameriprise Financial Services, Inc. An Ameriprise Platinum Financial Services practice. An Ameriprise Financial Franchise. 26 Years of Experience. 97% Client Satisfaction Survey. Qualifications: Chartered Financial Consultant Chartered Mutual Fund Counselor SM Accredited Portfolio Management Advisor Awards & Recognition: FIVE STAR Wealth Manager*, 2011, 2014 Ameriprise Circle of Success, 2004-2013 Ameriprise Hall of Fame, 2010 Education: Master of Science, Finance, 2010, University of Leicester Certificate in Strategy, 1998, Claremont Graduate University Bachelor of Arts, Economics, 1987, University of California, San Diego Professional Associations: Fellow at the Institute of Leadership & Management My Approach: As an experienced advisor with Ameriprise Financial I focus on working with clients that require more complex financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams. Areas of Focus: Retirement Planning Strategies Wealth Preservations Strategies Women's Financial Strategies Interests: I am actively involved in AYSO youth soccer. I enjoy visiting UNESCO World Heritage sites. I am an avid reader, with a focus on mystery fiction. I enjoy visiting art galleries & museums. Community Participation: I support the Inland Valley Humane Society & SPCA, Western University of Health Sciences, and Saint Mark's Episcopal School. ___________________________________________________ Licensing: I am licensed and registered to conduct business in CA.Based on licenses and registrations I hold, I may also conduct business in AR, AZ, CO, FL, GA, ID, MA, MD, MN, MO, MT, NH, NJ, NM, NV, NY, OR, PA, RI, TN, TX, UT, VA & WA. AR Insurance #1350201 CA Insurance#0744913 ___________________________________________________ Disclosures: Client Satisfaction Score: The survey score is based on responses gathered within the preceding two years. The survey rates Ameriprise advisors on overall satisfaction, financial knowledge and other criteria. A score averages all responses and may not represent a particular client experience. A minimum number of responses are not required for a score. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation of a financial advisor. * As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional. Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues. Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don't post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.

Tri-Check Income Tax Service
Distance: 1.0 mi Competitive Analysis
560 N Mountain Ave, # G
Upland, CA 91786

(909) 981-4967

Tri-Check Income Tax Service is located in Upland, CA. We have been proudly serving the Inland Empire since 1941. We offer services in Tax Return Preparation, Financial Services, Mortgage Services & Notary Services. We specialize in Retirement Planning and IRAs. We offer Peace Of Mind to all IRS problems and audits. Plan Ahead For The Right Move.Repair Damage From The Wrong Ones Professional Advice & Avoid Costly Errors.

1 On 1 Financial
Distance: 1.1 mi Competitive Analysis
818 N Mountain Ave, Ste 200
Upland, CA 91786

(909) 981-1720

Philip A. Board MSFS, CFS, is a retirement planning specialist and the founder of 1 on 1 Financial, an independent comprehensive investment firm serving individuals and businesses near Upland, California. Through educational workshops and a non-sales environment, 1 on 1 Financial specializes in working with employees of Southern California Edison, UPS, Esri and Verizon. His Story In 1997, Philip created 1on1Financial to provide financial planning that is unbiased and transparent. Because the firm is not managed by a large financial institution, they have no conflicts of interest or products to sell. For the past 20 years, Philip has made his life’s work helping clients navigate toward a successful retirement. A Different Approach Philip and his team offer unbiased advice on retirement planning. Familiar with retirement plans of major employers including UPS, Southern California Edison, Esri, and Verizon, his team offers a fresh perspective to help clients make informed decisions and gain control of their future. Philip can help answer questions including: -Can I retire early? -Am I taking too much risk in my 401k or retirement savings plan? -Am I invested in the way that is right for me and my family? -Am I investing enough? Philip only takes on new clients he can help. To discuss your retirement plan, call 909-981-1720. Visit our 1 on 1 Financial Website: www.1on1financial.com Southern California Edison Employees: www.mysce401k.com Securities and Advisory services offered through Centaurus Financial. member SIPC (sipc.org) and Finra (finra.org). Registered Investment Advisor. 1on1financial and Centaurus are not affiliated companies. This page is only intended for residents of the states in which Mr. Board is currently licensed. For a complete up to date list please visit: http://brokercheck.finra.org/Individual/Summary/2290520 Phone Number: 909-981-1720 Email:[email protected] Website Links: 1on1Financial.com www.Finra.org, www.SIPC.org

Mountain Peak Financial, Inc.
Distance: 1.3 mi Competitive Analysis
1425 W Foothill Blvd, Ste 115
Upland, CA 91786

(909) 982-2277

Since 1992, Mountain Peak Financial, Inc. has been working with friends and neighbors throughout the greater San Gabriel area to help meet their financial goals through the use of insurance and investment products. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them. Market fluctuations and economic uncertainty can present challenges for your financial strategy and it may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies. With Mountain Peak Financial, Inc., helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future. We’re happy to meet with you whenever is most convenient for you. Contact us at [email protected] or call us at 909.592.6989 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

Insurance Incorporated
Distance: 1.4 mi Competitive Analysis
1126 W Foothill Blvd, Ste 130
Upland, CA 91786

(909) 740-6333

Welcome to the Facebook page of Insurance Incorporated of California! Insurance Incorporated has served the Inland Empire, Orange County, LA County, Riverside County, Ventura County, Santa Barbara County, and all Southern California communities for over 50 years. We pride ourselves on our professionalism, courtesy and prompt response to our clients insurance needs. As independent Agents and Brokers we represent a variety of insurance companies and are able to provide the proper coverages at the lowest reasonable price. Why do business with our agency? We offer our clients a full line of CA Auto, Home & Business insurance products with a variety of the State's leading insurance carriers that allow us to provide quality coverages at the lowest available rates. Why do business with an independent agency? Independent agents work for you, the customer, we are not employees of the insurance carriers like many of the captive insurance agents. General Information: At Insurance Incorporated we provide Home, Auto, Business, Health & Life Insurance for our clients.