Presidio 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

Sonoma Bank, located in the heart of Santa Rosa, CA, offers a range of financial services tailored to meet the needs of individuals and businesses. With a commitment to personalized customer service and community engagement, the bank aims to build lasting relationships with its clients. Visitors can expect a welcoming atmosphere and knowledgeable staff ready to assist with banking solutions. Generated from this place's information

Umpqua Bank helps people, businesses and communities find financial solutions that fit. We do so by treating our customers like people, not numbers. We get to know them and find products and services that meet their needs and goals. And we give back to the communities we serve because it helps us all. Umpqua offers the best of both worlds – the financial expertise and strength of a national bank with the customer service and care of a community bank.