California Financial Service

Bank of America Private Bank specializes in wealth management services for high-net-worth individuals, families, and institutions, drawing on over 200 years of experience in the financial sector. Their personalized approach integrates resources from Bank of America to help clients navigate complex financial challenges while focusing on preservation, growth, and philanthropic endeavors. Led by a team of experts, including certified financial planners and investment specialists, Bank of America Private Bank strives to build strong, transparent relationships with clients to understand their unique needs. Their commitment to innovation and disciplined financial strategies equips clients to adapt to evolving markets and achieve their long-term financial goals. Generated from the website

We understand that each individual and business is unique so at Denegri & Associates, we take the time to get to know you. We have experience in industries such as retail, professional, legal, consumer, and nonprofits, and we customize our services to meet your industry's specific challenges and needs. Our goal is to offer tax services you can trust and creative accounting solutions you can use while building a long-lasting relationship for years to come.

Cipolla Financial Advisors, located in Santa Rosa, CA, is dedicated to serving clients through the financial planning process, fostering deep and meaningful relationships that endure for generations. The firm offers a range of wealth management services through various unaffiliated companies, including advisory services from Diversify Advisory Services, an SEC-registered investment adviser. With a focus on helping clients live their best lives with the resources they have, Cipolla Financial Advisors emphasizes the importance of personalized financial strategies. Their commitment to client success is evident in their collaborative approach to achieving financial goals. Generated from the website