Financial

Santee's 16 financial service providers include banks, credit unions, investment advisors, and mortgage lenders concentrated at Town Center Parkway and Mission Gorge Road.

Financial in Santee

All Financial

Banc of California

5.0 (25)

30 Town Center Pkwy Suite A, Santee, CA 92071

+1 619-562-6400

Verified

Garret Campbell - Thrivent

5.0 (2)

9510 Cuyamaca St STE 101, Santee, CA 92071

+1 619-579-1900

Verified

Michael Heidtbrink - Thrivent Financial

5.0 (1)

9510 Cuyamaca St STE 101, Santee, CA 92071

+1 619-464-3373

Verified

SDCCU ATM: Las Colinas

5.0 (1)

451 Riverview Pkwy, Santee, CA 92071

+1 877-732-2849

Verified

Wealth Management Associate - U.S. Bancorp Investments: Enrique Juarez

5.0 (1)

9760 Mission Gorge Rd, Santee, CA 92071

+1 619-266-0340

Verified

Edward Jones - Financial Advisor: Jack Loehr

3.5 (2)

30 Town Center Pkwy suite b, Santee, CA 92071

+1 619-448-1007

Verified

Noble Financial Services

3.9 (11)

9550 Cuyamaca St, Santee, CA 92071

+1 619-562-7982

Verified

Nuvision Credit Union

1.0 (2)

300 Lantern Crst Wy Suite A, Santee, CA 92071

+1 800-444-6327

Verified

Mission Fed Credit Union

4.0 (46)

245 Town Center Pkwy, Santee, CA 92071

+1 800-500-6328

Verified

Navy Federal Credit Union

4.0 (58)

9660 Mission Gorge Rd, Santee, CA 92071

+1 888-842-6328

Verified

California Coast Credit Union

3.5 (21)

9808 Mission Gorge Rd Suite A, Santee, CA 92071

+1 858-495-1600

Verified

SDCCU Santee Branch

3.5 (44)

286 Town Center Pkwy, Santee, CA 92071

+1 877-732-2848

Verified

Martin Shapiro Registered Investment Adviser

9466 Cuyamaca St Suite 102, Santee, CA 92071

+1 858-573-1680

Verified

Mt Helix Group

9510 Cuyamaca St STE 101, Santee, CA 92071

+1 619-464-3373

Verified

Steven Nguyen - Allstate Agent

9600 Cuyamaca St, Santee, CA 92071

+1 619-821-5337

Verified

U.S. Bancorp Advisors - Financial Advisors: Jessica Mohrman

9760 Mission Gorge Rd, Santee, CA 92071

+1 619-589-5012

Verified

Financial Services in Santee

Banking & Credit Unions

Banks and credit unions along Mission Gorge Road and Town Center Parkway provide checking, savings, money market, and certificate of deposit accounts. Mortgage lending services handle purchase, refinance, and home equity loan applications. Business banking supports commercial checking, merchant services, and SBA loan origination for Santee's small-business community.

Investment & Wealth Management

Financial advisors provide retirement planning, investment portfolio management, and insurance-based wealth accumulation strategies. Fiduciary advisors operate under a duty to act in clients' best interests. College savings planning using 529 accounts, UGMA/UTMA custodial accounts, and education-specific investment strategies serves Santee's family demographics.

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