california Date: 11-15-2025

Find the Best 15 Finance services in Richmond, CA

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

Banking & CreditAddress
1Atchison Village Credit Union270A Curry St, Richmond, CA 94801
2Swift Title Loans3635 Macdonald Ave Ste 302, Richmond, CA 94805
3Sun-Pacific Federal Credit Union1221 Nevin Ave, Richmond, CA 94801
4Wells Fargo Bank4300 Macdonald Ave, Richmond, CA 94805
5Laymans Tax Services3220 Blume Dr # 195, Richmond, CA 94806
6Bank of America (with Drive-thru ATM)3100 Hilltop Mall Rd, Richmond, CA 94806
7CMA Financial Services3150 Hilltop Mall Rd, Richmond, CA 94806
8Javier Ly Martinez: Primerica - Financial Services1503 Macdonald Ave SUITE A-736, Richmond, CA 94801
9Mechanics Bank - Mira Vista Branch4100 Macdonald Ave, Richmond, CA 94805
10Travis Credit Union3300-A Klose Way, Richmond, CA 94806
11Kaizen Accounting Solutions3220 Blume Dr #100, Richmond, CA 94806
12ACE Cash Express2300 Cutting Blvd, Richmond, CA 94804
13Efficient Tax Solutions, Inc.2709 Macdonald Ave #204, Richmond, CA 94804
14PH Tax & Wealth Solutions CPAs, Inc.3220 Blume Dr #221, Richmond, CA 94806
15WFG National Title Insurance Company3260 Blume Dr #400, Richmond, CA 94808

1.Atchison Village Credit Union

Address: 270A Curry St, Richmond, CA 94801

(9) user ratings total:

Sarah Miryam Small community run, homey, quirky limited access when closed but excellent quality of service and fair policies and practices that more than make up for it. Human interaction valued over high tech services which is a welcome departure from the usual digital grind.
5 /5

2.Swift Title Loans

Address: 3635 Macdonald Ave Ste 302, Richmond, CA 94805

(9) user ratings total:

Tamara Fox I was relieved to find emergency loans that were approved quickly after my car broke down without warning. I received the money quickly enough to have my car fixed that same day, and it seemed like the company recognized how urgent my situation was.
5 /5

3.Sun-Pacific Federal Credit Union

Address: 1221 Nevin Ave, Richmond, CA 94801

(9) user ratings total:

MisLadie Best CU ever
5 /5

4.Wells Fargo Bank

Address: 4300 Macdonald Ave, Richmond, CA 94805

(75) user ratings total:

Tiffany Jenkins-Nelson I just want to say since Ive been coming here for 5 years, their customer service has been excellent! There hasnt been a time that I havent gotten the help I needed, and to me going there was like therapy! From the security at the door, the employees taking your name for waiting purposes or getting to the Windows for cashiers checks or whatever business I have need to take care of has been exceptional. All the women be dressed to kill and they are very professional. Keep up the good work! They cant please everybody because everybody dont carry themselves like me! Lol I feel like VIP when I walk in the door but thats the experience I choose.
5 /5

5.Laymans Tax Services

Address: 3220 Blume Dr # 195, Richmond, CA 94806

(7) user ratings total:

KB Bhanot Excellent service, using them from many years recently under new management. Way better service and top of that they are very very reasonable in price Definitely recommend
5 /5

6.Bank of America (with Drive-thru ATM)

Address: 3100 Hilltop Mall Rd, Richmond, CA 94806

(60) user ratings total:

Janae M Updated 4/4/19- I must say over the past 2 years B of A has definitely stepped up their game in the business banking. I waited so long to update my review to see if this was just a fluke or if this would last, and it has been smooth sailings for a while now; Im very pleased with how theyve handled the situation. First review- Our company has been banking with B of A for over 17 years and for the last 7 1/2 years Im responsible for making deposits here at the bank. For the last 3 years its been pure hell at their business banking here. At first they couldnt figure out what they wanted their business banking hours to be, and so it changed every other week for about 3 months. Only 2 tellers work the normal line so the teller has to bounce back and forth between the regular line and the business banking line. They have at least 3-4 people that work in the new business which makes no sense to me because they obviously cant deal with the customers they already have. After asking twice I finally received the Branch Manager number and I called him over 2 weeks ago and still havent received a response back. His name is Alex Merino and this is a horrible way to treat a customer that has called and expressed their concern about a business you operate. Bank of America needs to do better and we are currently exploring other options since the Branch Manager cant take the time out to call us back.
4 /5

7.CMA Financial Services

Address: 3150 Hilltop Mall Rd, Richmond, CA 94806

images CMA Financial Services

(6) user ratings total:

Tana Ching Ive seen Colisa a few times now and gotten great advice about being a sole proprietor and tax situations based on the changing laws. She can help you plan for big ticket items, unravel tax issues and get you ready for the new year. She is gentle, does her research and specializes in tax resolution. Shell take care of you!
5 /5

8.Javier Ly Martinez: Primerica - Financial Services

Address: 1503 Macdonald Ave SUITE A-736, Richmond, CA 94801

(6) user ratings total:

Mario Alfaro Very good security
5 /5

9.Mechanics Bank - Mira Vista Branch

Address: 4100 Macdonald Ave, Richmond, CA 94805

(6) user ratings total:

J.r Make no mistake never allow any auto dealership to use this bank or anyone of their branches, because they dont accept any payments at the bank how "convenient" everything has to be done by phone so if you want to pay your car in total They said nooo you cant, but you can make payments under 2,500 but not to the principal but interest! I know that Google will take this comment down again but am not stopping here because this have to be known, I have AUDIO and am willing to stand outside this bank with a speaker playing audio over and over so everybody knows how crooked they are!!!!!
1 /5

10.Travis Credit Union

Address: 3300-A Klose Way, Richmond, CA 94806

(51) user ratings total:

Leah Bunday I can not say how much I have benefited from banking with Travis Credit Union. My credit has jumped over 80 points since working with Indira. She has been such a gem and supporter in my financial growth. I feel like she really cares.
5 /5

11.Kaizen Accounting Solutions

Address: 3220 Blume Dr #100, Richmond, CA 94806

(5) user ratings total:

Caela Kinchion Theyve completed by taxes for years. Great company!
5 /5

12.ACE Cash Express

Address: 2300 Cutting Blvd, Richmond, CA 94804

(498) user ratings total:

Mademoiselle Chappell Carolyn at the Richmond Ca store is delightful. Everytime I go in for services, she is bright, upbeat, and always willing to help. She went out of her way to remind me that my previous card needed to be updated soon to a Flare account and we did it that day. I look forward to being helped by her each time I go in. Thanks Carolyn!
5 /5

13.Efficient Tax Solutions, Inc.

Address: 2709 Macdonald Ave #204, Richmond, CA 94804

images Efficient Tax Solutions, Inc.

(48) user ratings total:

mjsanteliz I highly recommend Efficient Tax Solutions for anyone in need of a knowledgeable and reliable tax professional. Gary and his team have been an invaluable resource in handling both my personal and business taxes with precision and care. One of the things that sets Gary apart is his ability to make complex tax matters easy to understand. He takes the time to explain everything in a clear and concise manner, ensuring that I always feel informed and confident in my financial decisions. His expertise in tax laws and regulations gives me peace of mind, knowing that my filings are accurate and optimized to maximize my deductions. Gary is also incredibly responsive and dedicated to his clients. Whenever I have a question or need guidance, he is always available and ready to assist. His proactive approach helps me stay ahead of any potential tax issues, and he consistently identifies opportunities that benefit my financial situation. Having someone I can fully trust with both my personal and business taxes is invaluable, and Gary has proven time and again that he is the right person for the job. His professionalism, reliability, and commitment to excellence make tax season stress-free and seamless. If you’re looking for a skilled, trustworthy, and detail-oriented tax professional, I wholeheartedly recommend Gary. His dedication and expertise have made a significant impact, and I am grateful to have him managing my taxes.
5 /5

14.PH Tax & Wealth Solutions CPAs, Inc.

Address: 3220 Blume Dr #221, Richmond, CA 94806

(4) user ratings total:

Toni Yarnell I am always pleased with the professional, competent and responsive services I have received for over 20 years. Carl Uratsu ensures my taxes are completed with the utmost attention to tax law. I am grateful to have such an outstanding team working on our familys behalf. I highly recommend PH Tax & Wealth Solutions as the best firm around.
5 /5

15.WFG National Title Insurance Company

Address: 3260 Blume Dr #400, Richmond, CA 94808

(28) user ratings total:

Emily Allen-Worrell Wonderful ! Buying/selling is so stressful and Tracy made it seamless and easy.
5 /5