Home / Rancho Santa Margarita / Financial Service
Financial Service in Rancho Santa Margarita
68 financial service businesses in Rancho Santa Margarita, United States. All Rancho Santa Margarita businesses →
At a glance
As of August 2026, business.wiki lists 68 financial service businesses in Rancho Santa Margarita— 5% of the city's 1,359 listed businesses. 97% publish a phone number and 93% have a website, spread across 19 postcode districts. The largest local presence is Western Union with 6 locations in the city.
Where in Rancho Santa Margarita: 92688 (40)·92688-2132 (5)·92688-2128 (4)·92688-2147 (3)·92688-2804 (2)·92688-1835 (1)·92688-2014 (1)·92688-2039 (1)
Chains here: Western Union ×6·Barnett & Company, Inc. - Certified Public Accountants ×2·Grand Lending Team ×2·H&R Block ×2
Directory — top 30 by data completeness
| Business | Address | Postcode | Phone | Web |
|---|---|---|---|---|
| H&R Block | 22411 Antonio Pkwy | 92688-2803 | +19496359482 | ✓ |
| Farcone Insurance Agency | 30201 Aventura | 92688-2039 | +19497097860 | ✓ |
| eTargeting | 29829 Santa Margarita Pkwy | 92688-3622 | +19497131410 | ✓ |
| US Alliance Group | 29883 Santa Margarita Pkwy | 92688-3611 | +19498888580 | ✓ |
| PlushStone Advisory, Tax, & Accountancy | 29829 Santa Margarita Pkwy Ste 100 | 92688 | (949) 455-5353 | ✓ |
| Streamline Solutions & Services | 29851 Aventura | 92688-2014 | +19497011216 | ✓ |
| Mraz Tax Solutions | 30021 Tomas | 92688-2128 | +19494326729 | ✓ |
| Cynergy Data Systems | 30021 Tomas | 92688-2128 | +18888760687 | ✓ |
| Edward Jones - Financial Advisor: Matthew R Buenafe | 22362 Gilberto Ste 130 | 92688 | (949) 709-5649 | ✓ |
| Rick Sicro | 22362 Gilberto | 92688-2115 | +19492409300 | ✓ |
| Rischel Insurance Services | 31441 Santa Margarita Pkwy | 92688-1835 | +19495898763 | ✓ |
| Tex Rapeepat - State Farm Insurance Agent | 22431 Antonio Pkwy Ste B120 | 92688 | (949) 858-1640 | ✓ |
| STRADA Capital Corporation | 22431 Antonio Pkwy | 92688-2804 | +19497898850 | ✓ |
| Home Loans of CA | 22431 Antonio Pkwy | 92688-2804 | +19493372302 | ✓ |
| David C. Duncan Insurance Services | 30376 Esperanza | 92688-2118 | +19498368116 | ✓ |
| Increase Capital Group | 30211 Avenida de las Banderas | 92688-2132 | +18662392641 | ✓ |
| Shorr Agency Inc | 30211 Avenida de las Banderas | 92688-2132 | +18887376200 | ✓ |
| Ankit Consulting Services | 30211 Avenida de las Bandera | 92688-2147 | +19496833034 | ✓ |
| Maltese Investments | 30211 Avenida de las Banderas | 92688-2132 | +19492899822 | ✓ |
| CPA | 30211 Avenida de las Bandera | 92688-2147 | +19497662741 | ✓ |
| Golden State Financial Group | 30211 Avenida de las Banderas | 92688-2132 | +19492339180 | ✓ |
| TelePay Insurance Agency | 30211 Avenida de las Bandera | 92688-2147 | +19495258072 | ✓ |
| Next Generation Lender | 22521 Avenida Empresa | 92688-2041 | +19496063747 | ✓ |
| AAA - Automobile Club of Southern California | 22722 Avenida Empresa | 92688 | (877) 640-7300 | ✓ |
| Anderson Accounting | 28562 Oso Pkwy | 92688-5595 | +19492154466 | ✓ |
| Coinme | Pavilions, 22451 Antonio Pkwy | 92688-2813 | +18009443405 | ✓ |
| Julie's Insurance Services | 30211 Avenida de las Banderas | 92688-2132 | +19499796771 | ✓ |
| Edward Jones - Financial Advisor: Ryan P McLaughlin | 22362 Gilberto Ste 130 | 92688 | (949) 709-5649 | ✓ |
| Edward Jones - Financial Advisor: John K Murnieks | 22342 Avenida Empresa Ste 240 | 92688 | (949) 858-1006 | ✓ |
| The Law Offices of Steven Zwick | 30211 Avenida de las Bandera Ste 200 | 92688 | (949) 699-4444 | ✓ |
Showing the 30 most complete records of 68 total. Every listed business has its own page with map, nearby competitors and city context.
About this data
Counts are computed live from our database of 1,359 Rancho Santa Margarita businesses, built on open data from the Overture Maps Foundation and refreshed with each monthly release. Cite as: “business.wiki, Financial Service in Rancho Santa Margarita (August 2026)”.