North Coast Bank

Bank of America Private Bank in Santa Rosa, CA, specializes in providing comprehensive wealth management services tailored to individual clients’ needs and values. Their dedicated team works closely with clients to create personalized wealth plans that align with both current goals and future legacies. Offering a range of services, including investment management, credit solutions, and family wealth services, Bank of America Private Bank prioritizes understanding each client’s unique circumstances to develop effective financial strategies. They emphasize the importance of collaboration and listening to clients’ priorities to ensure customized solutions that reflect personal values and objectives. Generated from the website

Umpqua Bank is helping people, businesses, and communities build economic vitality for the greater good.Most banks treat their customers like customers. We treat our customers like people. You, your life, your money management style-all things that are more important to us than the size of your balance. We pair financial expertise with a passion for getting to know you as an individual-and it's not just because we're looking for new gym buddies. We're on a mission to help you manage your money in a way that matches how you live your life. To do that, we're committed to learning more about you than your account number.That's why we take the time to understand how banking fits into your bigger picture, and give you the easy access and mobile tools you need to manage your money on your own terms. It's why our branches feel more like a living room than a bank branch. And why our associates will always remember your name. We've grown beyond our roots as a small community bank, but the spirit of community will always be at the center of everything we do.