Palo Alto California Financial & Investment Services Guide
Financial Institutions
Wells Fargo Bank NA
600 Quarry Road
Palo Alto, CA 94304
(650)289-1011
Wells Fargo Home Mortgage
581 University Avenue
Palo Alto, CA 94301
(650)289-1920
Bank Leumi USA
2000 University Avenue
Palo Alto, CA 94303
(650)289-2400
Citibank (West)- FSB
525 University Ave
Palo Alto, CA 94301
(650)323-6102
Citibank (West)- FSB
2401 El Camino Real
Palo Alto, CA 94306
(650)326-1772
Citibank FSB
250 University Avenue
Palo Alto, CA 94301
(650)327-2250
Bank of the West - Branch Locations- Palo Alto
414 North California Avenue
Palo Alto, CA 94301
(650)327-6000
First Republic Bank
2275 El Camino Real
Palo Alto, CA 94306
(650)329-8883
Wells Fargo Bank NA
400 Hamilton Avenue
Palo Alto, CA 94301
(650)330-8135
Anthony L. Browne & Associates
580 Arastradero Road
Palo Alto, CA 94306
(650)424-8554
Borel Private Bank & Trust Company
245 Lytton Avenue Suite 175
Palo Alto, CA 94301
(650)463-8700
Martin- Amanda J
3968 Middlefield Rd
Palo Alto, CA 94303
(650)494-1404
Bridge Bank
525 University Avenue
Palo Alto, CA 94301
(650)566-8300
Cupertino National Bank
400 Emerson Street
Palo Alto, CA 94301
(650)614-5700
Greater Bay Trust Company
400 Emerson Street
Palo Alto, CA 94301
(650)614-5711
Mid-Peninsula Bank
420 Cowper Street
Palo Alto, CA 94301
(650)614-5780
Luther Burbank Savings - Savings
2335 El Camino Real
Palo Alto, CA 94306
(650)688-7410
Luther Burbank Savings - Loan
2335 El Camino Real
Palo Alto, CA 94306
(650)688-7420
City National Bank
3000 El Camino Real
Palo Alto, CA 94306
(650)812-8300
Venture Banking Group
3000 El Camino Real
Palo Alto, CA 94306
(650)813-3800
Washington Mutual - Bank Locations- Palo Alto- Hamilton Avenue
300 Hamilton Avenue Floor 1
Palo Alto, CA 94301
(650)853-2602
Washington Mutual - Home Loan Centers- Palo Alto
300 Hamilton Avenue Floor 1
Palo Alto, CA 94301
(650)853-2609
Washington Mutual - Bank Locations- Palo Alto- Midtown
2846 Middlefield Road
Palo Alto, CA 94306
(650)853-2631
Bank Of America Mortgage
530 Lytton Ave
Palo Alto, CA 94301
(650)853-4401
Wells Fargo Bank NA - Branch Offices- Palo Alto- Stanford Industrial
505 North California Avenue
Palo Alto, CA 94301
(650)855-7515
America California Bank
2390 El Camino Real
Palo Alto, CA 94306
(650)858-1400
Union Bank of California - Branch Offices- New Accounts- Mid-Peninsula Regional Of
400 University Avenue
Palo Alto, CA 94301
(650)859-1200
Union Bank of California - Branch Offices- New Accounts- Palo Alto Of
4291 El Camino Real
Palo Alto, CA 94306
(650)941-2000
Financial Services
Citibank (West)- FSB
525 University Ave
Palo Alto, CA 94301
(650)323-6102
Garden Check Cashing
1933 Pulgas Avenue
Palo Alto, CA 94303
(650)323-7669
Citibank (West)- FSB
2401 El Camino Real
Palo Alto, CA 94306
(650)326-1772
Citibank FSB
250 University Avenue
Palo Alto, CA 94301
(650)327-2250
Bank of the West - Branch Locations- Palo Alto
414 North California Avenue
Palo Alto, CA 94301
(650)327-6000
Mid-Peninsula Bank
420 Cowper Street
Palo Alto, CA 94301
(650)614-5780
Venture Banking Group
3000 El Camino Real
Palo Alto, CA 94306
(650)813-3800
Washington Mutual-Financial Center
2846 Middlefield Rd
Palo Alto, CA 94306
(650)853-2631
Bank Of America Mortgage
530 Lytton Ave
Palo Alto, CA 94301
(650)853-4401
America California Bank
2390 El Camino Real
Palo Alto, CA 94306
(650)858-1400
First American Title Company - Palo Alto Office
431 Florence Street
Palo Alto, CA 94301
(650)326-6400
Technology Partners Service Corporation
550 University Avenue
Palo Alto, CA 94301
(650)289-9000
Eastling Karla Cfp-Linsco Private Lender
1860 Embarcadero Road
Palo Alto, CA 94303
(650)320-8200
Anderson- Robert C - State Farm Insurance Agent
467 Hamilton Avenue Ste 11
Palo Alto, CA 94301
(650)321-8711
Financial Solutions
223 Town & Country Villa
Palo Alto, CA 94301
(650)322-0995
Nelson Roberts Investment Advisors LLC
2000 University Avenue
Palo Alto, CA 94303
(650)322-4000
Prophet Information Services
555 Bryant Avenue 150
Palo Alto, CA 94301
(650)322-4183
Lanza Technology Ventures
165 University Avenue
Palo Alto, CA 94301
(650)322-5300
Asia Star Ventures LLC
2680 Waverley Street
Palo Alto, CA 94306
(650)322-5678
Silicon Valley Capitol Management
502 Waverley Street
Palo Alto, CA 94301
(650)322-8996
Carr Capital Management Inc
2441 Park Boulevard
Palo Alto, CA 94306
(650)323-1680
Weil Capital Management LLC
624 University Avenue
Palo Alto, CA 94301
(650)323-3700
Business Center-Quick Tax Service
2111 University Avenue
Palo Alto, CA 94303
(650)323-6176
Dreyfus Investment Services
435 Tasso Street
Palo Alto, CA 94301
(650)323-6643
Escalate Capital
100 Hamilton Avenue
Palo Alto, CA 94301
(650)324-4031
Legacy Venture
550 Lytton Avenue # 2
Palo Alto, CA 94301
(650)324-5980
Javitz- Tempe A - State Farm Insurance Agent
275 Town And Country Village
Palo Alto, CA 94301
(650)326-1874
Gissen Malcolm H & Associates
260 Sheridan Avenue
Palo Alto, CA 94306
(650)326-7178
American Express Financial Advisors Inc
425 Sherman Avenue Suite 100
Palo Alto, CA 94306
(650)326-8366
Croft Christopher D Inc
513 Jackson Drive
Palo Alto, CA 94303
(650)326-9160
Dolan Capital Management
417 Tasso Street
Palo Alto, CA 94301
(650)327-8100
Moorman and Company an Accountancy Corporation
550 Hamilton Avenue Suite 150
Palo Alto, CA 94301
(650)327-9000
En Garde Insurance Services
616 Ramona Street Suite 25
Palo Alto, CA 94301
(650)328-0522
P R Taylor Inc
535 Cowper Street
Palo Alto, CA 94301
(650)328-1290
Associated Securities Corp-Ivy Catherine E CFP
525 University Avenue Suite 610
Palo Alto, CA 94301
(650)328-3801
Crowder Wendy EA Tax Consultant
1336 Webster Street
Palo Alto, CA 94301
(650)329-1040
Transcontinental Capital Partners
505 Hamilton Avenue Suite 300
Palo Alto, CA 94301
(650)329-6888
Earlybird
525 University Avenue Suite 410
Palo Alto, CA 94301
(650)330-3633
American Express Financial Advisors
407 Sherman Avenue
Palo Alto, CA 94306
(650)473-6560
Financial Advisory Services
2600 El Camino Real
Palo Alto, CA 94306
(650)493-0111
Nelson Capital Management Inc
1860 Embarcadero Rd Ste 140
Palo Alto, CA 94303
(650)493-1000
Crescent Venture Investors
3600 West Bayshore Road
Palo Alto, CA 94303
(650)493-1942
Semple Capital MGMT
130 Iris Way
Palo Alto, CA 94303
(650)493-2965
Hamilton Lee Shearson Lehman Brothers Inc
3045 Hanover Street
Palo Alto, CA 94304
(650)493-5300
Martin- Amanda J - State Farm Insurance Agent
3968 Middlefield Road
Palo Alto, CA 94303
(650)494-1404
Johnson Marotta
2600 El Camino Real
Palo Alto, CA 94306
(650)494-2733
Financial Services
Los Altos Financial Services Advisors LLC
560 San Antonio Road Suite 100
Palo Alto, CA 94306
(650)494-8680
Smith Barney Financial Consultant Jack Erickson
1001 Page Mill Road Building 4 Suite 101
Palo Alto, CA 94304
(650)496-3964
Investor Growth Capital
258 High Street # 200
Palo Alto, CA 94301
(650)543-2100
Raymond James Financial Services Inc
644 Emerson Street
Palo Alto, CA 94301
(650)566-8301
Raymond James & Associates Inc
720 University Avenue
Palo Alto, CA 94301
(650)614-4000
401 Konnectdotcom
2443 Ash Street
Palo Alto, CA 94306
(650)617-1060
Fink- Jeri L - State Farm Insurance Agent
3337 El Camino Real
Palo Alto, CA 94306
(650)812-2700
Klein Financial Corporation
550 North California Avenue
Palo Alto, CA 94301
(650)833-0100
Nightingale Financial Advisory
2600 El Camino Real
Palo Alto, CA 94306
(650)843-0760
Artiman Ventures
2370 Watson Court Suite 220
Palo Alto, CA 94303
(650)845-2020
Athena Advisors LLC
100 Hamilton Avenue
Palo Alto, CA 94301
(650)853-8141
Sand Hill Advisors
245 Lytton Avenue
Palo Alto, CA 94301
(650)854-9150
Venture Growth Associates
2479 East Bayshore Road Suite 710
Palo Alto, CA 94303
(650)855-9100
Smith Barney Financial Consultant Stephanie E. Trapasso
1001 Page Mill Road Building 4 Suite 101
Palo Alto, CA 94304
(650)856-4536
Smith Barney Financial Consultant Stephen J. Clarke
1001 Page Mill Road Building 4 Suite 101
Palo Alto, CA 94304
(650)856-4586
Doll Capital Management
3180 Porter Drive
Palo Alto, CA 94304
(760)233-1400
Trident Capital Inc
505 Hamilton Avenue Suite 200
Palo Alto, CA 94301
(650)289-4400
Norwest Venture Partners
525 University Avenue Suite 800
Palo Alto, CA 94301
(650)321-8000
Valence Capitol Management
1010 El Camino Real
Palo Alto, CA 94301
(650)322-1151
Propel Partners
385 Homer Avenue
Palo Alto, CA 94301
(650)322-2800
AGI Financial Inc
789 Sutter Avenue
Palo Alto, CA 94303
(650)323-3522
United Home Loan Inc
900 High Street
Palo Alto, CA 94301
(650)324-2878
East Gate Private Equity Partners LLC
514 High Street
Palo Alto, CA 94301
(650)325-5077
Frazier Healthcare Ventures
550 Hamilton Avenue
Palo Alto, CA 94301
(650)325-5156
CIR Ventures
505 Hamilton Avenue
Palo Alto, CA 94301
(650)325-6699
Charter Venture Capital
525 University Avenue Suite 1500
Palo Alto, CA 94301
(650)325-6953
Focus Ventures
525 University Avenue Suite 1400
Palo Alto, CA 94301
(650)325-7400
Comventures
305 Lytton Avenue
Palo Alto, CA 94301
(650)325-9600
Bullock Henry Menlo Equities LLC
525 University Avenue Suite 100
Palo Alto, CA 94301
(650)326-9300
Prospect Venture Partners
435 Tasso Street Suite 200
Palo Alto, CA 94301
(650)327-8800
Wind River Investments
1982 West Bayshore Road
Palo Alto, CA 94303
(650)328-5100
Coast Capital Mortgage
824 San Antonio Road # 100
Palo Alto, CA 94303
(650)329-0100
Silicon Prairie Partners L P
300 Hamilton Avenue
Palo Alto, CA 94301
(650)462-8900
Tallwood Venture Capital
635 Waverley Street
Palo Alto, CA 94301
(650)473-6750
Meritech Capital Partners
285 Hamilton Avenue Suite 200
Palo Alto, CA 94301
(650)475-2200
Headlands Ventures
2180 El Camino Real
Palo Alto, CA 94306
(650)493-2848
Palomar Ventures
100 Hamilton Avenue Suite 150
Palo Alto, CA 94301
(650)566-1100
Spring Ridge Ventures
800 El Camino Real
Palo Alto, CA 94301
(650)566-9100
Allegis Capital LLC
100 Hamilton Avenue Suite 250
Palo Alto, CA 94301
(650)687-0500
ORIX Venture Finance
228 Hamilton Avenue Floor 2
Palo Alto, CA 94301
(650)798-5130
Copan Inc
2000 University Avenue
Palo Alto, CA 94303
(650)838-1100
Bank of America - Mortgages
1001 Page Mill Road
Palo Alto, CA 94304
(650)846-7979
Investment Advisory Services
Nelson Roberts Investment Advisors LLC
2000 University Avenue
Palo Alto, CA 94303
(650)322-4000
Asia Star Ventures LLC
2680 Waverley Street
Palo Alto, CA 94306
(650)322-5678
Silicon Valley Capitol Management
502 Waverley Street
Palo Alto, CA 94301
(650)322-8996
Carr Capital Management Inc
2441 Park Boulevard
Palo Alto, CA 94306
(650)323-1680
Weil Capital Management LLC
624 University Avenue
Palo Alto, CA 94301
(650)323-3700
Citibank (West)- FSB
525 University Ave
Palo Alto, CA 94301
(650)323-6102
Dreyfus Investment Services
435 Tasso Street
Palo Alto, CA 94301
(650)323-6643
Citibank (West)- FSB
2401 El Camino Real
Palo Alto, CA 94306
(650)326-1772
Croft Christopher D Inc
513 Jackson Drive
Palo Alto, CA 94303
(650)326-9160
Dolan Capital Management
417 Tasso Street
Palo Alto, CA 94301
(650)327-8100
P R Taylor Inc
535 Cowper Street
Palo Alto, CA 94301
(650)328-1290
Transcontinental Capital Partners
505 Hamilton Avenue Suite 300
Palo Alto, CA 94301
(650)329-6888
Nelson Capital Management Inc
1860 Embarcadero Rd Ste 140
Palo Alto, CA 94303
(650)493-1000
Crescent Venture Investors
3600 West Bayshore Road
Palo Alto, CA 94303
(650)493-1942
Semple Capital MGMT
130 Iris Way
Palo Alto, CA 94303
(650)493-2965
Investor Growth Capital
258 High Street # 200
Palo Alto, CA 94301
(650)543-2100
LPL Financial Services
125 North California Avenue
Palo Alto, CA 94301
(650)833-0800
Athena Advisors LLC
100 Hamilton Avenue
Palo Alto, CA 94301
(650)853-8141
Sand Hill Advisors
245 Lytton Avenue
Palo Alto, CA 94301
(650)854-9150
Venture Growth Associates
2479 East Bayshore Road Suite 710
Palo Alto, CA 94303
(650)855-9100
Doll Capital Management
3180 Porter Drive
Palo Alto, CA 94304
(760)233-1400
Investment Securities
Mineral Acquisition Partners Inc
2555 Park Boulevard Suite 1
Palo Alto, CA 94306
(650)324-9095
Dolan Capital Management
417 Tasso Street
Palo Alto, CA 94301
(650)327-8100
Bank Of America Mortgage
530 Lytton Ave
Palo Alto, CA 94301
(650)853-4401
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