Welcome to Bank of America Financial Center in Corte Madera, CA, home to a variety of your financial needs including checking and savings accounts, online banking, mobile and text banking, student banking and credit cards. You have full access to your Bank of America accounts at any of our more than 5,000 banking centers nationwide. When you visit our financial centers, our knowledgeable associates and welcoming environment will make you feel at home.Easy access for everyone: Handicap accessible parking spaces, Handicap accessible restrooms and Braille signage (where available), Ramps in locations with steps, Easy-to-open doors, Handicap accessible safe deposit box rooms.

The Advice-OnlyTM financial planning methodology is ultimately a client request. After ten years of teaching courses at local colleges, crafting and exhibiting financial plans to the public, we listened to what our clients wanted but what had long been ignored in financial services. We persevered, aim to upbuild the profession, and finally bring financial services into the 21st century – something long overdue.

California Mortgage Advisors, Inc. is a full service mortgage banker servicing California since 1993. We have built a strong reputation by providing professional and honest client consultation, highly competitive loan programs and superior customer service to our clients and Real Estate professionals. The Company is approved to sell mortgages to Fannie Mae, Private Investment Firms and many of the Nation’s Largest Institutional Banks. Unlike a traditional bank that only offers one set of rules or guidelines, CMA underwrites to over 30 different banks and investors, providing our clients with more qualifying options, loan programs, interest rates and fee options. We have the ability to broker the loan to various wholesale lenders that offer special programs not offered by traditional lenders. California Mortgage Advisors is committed to providing a competitive advantage in the marketplace with the highest level of customer service.

Holzberg Wealth Management is a family-owned and operated financial planning and investment management firm based in Marin County, CA. As your financial advisors, we serve you as a fiduciary and are fee-only, so we never receive commissions of any kind. We help individuals and families like you in the greater San Francisco Bay Area and virtually nationwide with the financial decision-making process to organize, grow, and protect your assets.

Crypto and bitcoin purchases and management provided by Coinme at the kiosk. Come prepared with your mobile phone and cash-in-hand. We recommend creating a Coinme account before your visit, as you will have to verify your ID to complete your bitcoin purchase. Grab your printed voucher and keep it safe until redeemed in your cryptocurrency wallet! In 2014, Coinme became the first state-licensed bitcoin ATM company in the United States and now through a partnership with Coinstar operates the largest bitcoin kiosk network in the world. To reach Coinme support, please use their online chat feature or call.

Get started buying bitcoin within minutes from this Coinstar kiosk, powered by Coinme! In 2014, Coinme became the first state-licensed bitcoin ATM company in the United States and now operates the largest bitcoin kiosk network in the world.

Our tax services are lead by an IRS enrolled agent, Georgia Rogers, E.A. Georgia's level of expertise, which was required to become a certified IRS Enrolled Agent (EA), plus her ongoing dealings with the IRS throughout the year provides our clients with an advantage in their tax matters. Clients tell us they value ProActive Tax Solutions for our rigorous that ensures no more tax is paid than what is legally owed, the time savings they gain by having experts prepare a clean and accurate tax return, and greatly reduced stress. Our range of tax services for businesses, individuals and registered domestic partners includes tax return preparation, general tax help, tax strategy and planning consulting and tax audit representation. We offer these services in-person in either our San Francisco or Corte Madera California offices or if you prefer to not travel, we offer Virtual Tax Preparation. Contact us today to set an appointment to learn more about how we can take the dread out of tax season for you.

Supporting small business owners and families to achieve their business and personal dreams through tailored financial plans and wealth management. Established in 2007. Aikapa is a Hawaiian word that symbolizes both the privilege and commitment of our firm to provide clients and our community with (fiduciary standard) independent financial advice that is product neutral and aligned with your goals.