california Date: 11-15-2025

Find the Best 15 Finance services in Jackson, CA

Explore the most finance services in in Jackson, CA. Compare customer reviews, locations, and services to find the right financial partner for your needs.

Banking & CreditAddress
1Bank of Marin422 Sutter St, Jackson, CA 95642
2El Dorado Savings Bank135 Main St, Jackson, CA 95642
3Primerica Financial Services24 CA-49 #88, Jackson, CA 95642
4Affordable Insurance Services525 CA-49 suite 7, Jackson, CA 95642
5Golden 1 Credit Union - Jackson12120 Industry Blvd #31, Jackson, CA 95642
6PNC Bank12200 Industry Blvd, Jackson, CA 95642
7Roberts Retirement Group655 New York Ranch Rd, Jackson, CA 95642
8Homestead Mortgage171 Main St, Jackson, CA 95642
9Wells Fargo Bank11 Main St, Jackson, CA 95642
10William Peterson Financial Planning161 Main St, Jackson, CA 95642
11Sharon Ann Cassella: Primerica - Financial Services24 CA-49 #88, Jackson, CA 95642
12HomeRun Financial and Insurance Services11984 CA-88 #2076, Jackson, CA 95642
13Bank of America Financial Center30 Broadway, Jackson, CA 95642
14California Check Cashing Stores11960 CA-88 Ste 3010, Jackson, CA 95642
15Van Hulzen Financial Advisors711 Court St, Jackson, CA 95642

1.Bank of Marin

Address: 422 Sutter St, Jackson, CA 95642

images Bank of Marin

(9) user ratings total:

Mark Herrera Had a fraudulent business take my money on my bank of Marin Visa card called Sara the manager. She got my money back thank God very happy for years great bank small town feel
5 /5

2.El Dorado Savings Bank

Address: 135 Main St, Jackson, CA 95642

(7) user ratings total:

Gareth Hall El Dorado Savings Bank has been my bank for twenty five years . Checking , saving , and home loans the service is some of the best I have used . I have used the branches in Jackson , Sutter Creek , and Rancho Mireate offices . The staff is well trained and very helpful .
5 /5

3.Primerica Financial Services

Address: 24 CA-49 #88, Jackson, CA 95642

(5) user ratings total:

Sean Steen Ive had a great experience with Primerica. Sharon is professional, knowledgeable, and always responsive to my any questions I may have. Primerica offers a wide range of services, from investment advice to retirement planning to refinancing your home. Highly recommended for anyone looking for trustworthy and efficient financial guidance.
5 /5

4.Affordable Insurance Services

Address: 525 CA-49 suite 7, Jackson, CA 95642

(5) user ratings total:

Neal Clubhouse So my old insurance agency told me that they were going to drop me or I was going to have to pay a lot more for home insurance because of all the fires these days. I got quotes from a lot of other companies but nothing came close to what I found with Affordable Insurance... They were able to find home insurance for me with the same coverage/premium and I have been with them ever since. Also just recently switched my car insurance over to them and saving over $200 a year compared to what I used to pay!
5 /5

5.Golden 1 Credit Union - Jackson

Address: 12120 Industry Blvd #31, Jackson, CA 95642

(41) user ratings total:

John Dee Wise Sr Not a good day. T hey closed my account. And insisted I open a new one. I had several deposits. Not only would they not let me access my money. They couldnt even tell me when I could. My account was hacked I guess. Had somebodys email down as mine and i never heard of the email before. So basically I was punished for my account being hacked. They treated me like I was responsible. I was quite taken back from the way they spoke to me. To top it off. NOT ONE EMAIL OR ANY NOTICE FROM GOLDEN 1. If I hadnt gone in there today I would of never known. I cant pay some of my bills now. Ive been with them for about 10 years and I was treated like a criminal. Not once we did they say sorry or seem even concerned. Im devastated and will be looking for a new bank. I would and will not recommend them to Anyone
2 /5

6.PNC Bank

Address: 12200 Industry Blvd, Jackson, CA 95642

images PNC Bank

(4) user ratings total:

Pandora Pipiringos Jack was extremely efficient and sympathetic to all of my issues. He explained everything to me and fixed all my problems. I AM VERY IMPRESSED!!!!
5 /5

7.Roberts Retirement Group

Address: 655 New York Ranch Rd, Jackson, CA 95642

(3) user ratings total:

Max Gailey Wonderful, honest and excellent financial planner! Highly recommend him and his company!
5 /5

8.Homestead Mortgage

Address: 171 Main St, Jackson, CA 95642

(29) user ratings total:

Stacey Landreth An excellent loan officer! Stanley was very knowledgeable of the loan process at each advancing stage. During the appraisal process, he discussed potential outcomes with me and the buyers. He was a great navigator! He was transparent and clear from beginning to end. I will refer more clients to him!
5 /5

9.Wells Fargo Bank

Address: 11 Main St, Jackson, CA 95642

(28) user ratings total:

Dakota White I just wanna say that this place was great. All the employees are great but Antonio and Christopher were amazing. Christopher help me open up a bank account went over everything I needed every question that I asked he answered he wasn’t quick to get me out. Even when a lady got awfully aggressive with her, they both kept their cool and tried to help her to the best of their ability. They are amazing if you need help ask for one of them.
5 /5

10.William Peterson Financial Planning

Address: 161 Main St, Jackson, CA 95642

(2) user ratings total:

Naomi Petersen What an amazing and professional person William Peterson is! He is very knowledgeable about financial planning, hes very passionate about helping others. There is no situation he will turn away and he makes everyone feel valued no matter what their financial situation is. You will be in good hands when having his help and guidance.
5 /5

11.Sharon Ann Cassella: Primerica - Financial Services

Address: 24 CA-49 #88, Jackson, CA 95642

(2) user ratings total:

Martha Perez Sharon Casellas is a person I had trust such beautiful loving soul and I look up to her!
5 /5

12.HomeRun Financial and Insurance Services

Address: 11984 CA-88 #2076, Jackson, CA 95642

(19) user ratings total:

Christine Noble We have numerous policies with HomeRun. Our agent, Melissa is amazing. She goes above and beyond for us to try and find the best policies for our business and for our personal needs. She is incredibly knowledgeable and has always done an amazing job for us.
5 /5

13.Bank of America Financial Center

Address: 30 Broadway, Jackson, CA 95642

images Bank of America Financial Center

(15) user ratings total:

iheartauroraborealis This weekend, I stopped into the Placerville BOA. Tammy who was covering at the Placerville branch, but works at the Jackson branch, offered to assist me. She did everything she could to help me figure out how to proceed to find documentation through the bank that my family needed to file taxes for a family member who passed. She was very straightforward in explaining what the bank needed to help provide the information and gave instructions on how to obtain it. Throughout my interaction, she was calm, helpful, and kind. Thank you!
5 /5

14.California Check Cashing Stores

Address: 11960 CA-88 Ste 3010, Jackson, CA 95642

(149) user ratings total:

Jonah Velasco I am extremely impressed with alisa and her professionalism. She was very knowledgeable, quick, fast, & efficient. I have been to numerous different places with horrible customer service along with people that have no clue what they are doing. Alisa has made a name for herself 10/10
5 /5

15.Van Hulzen Financial Advisors

Address: 711 Court St, Jackson, CA 95642