Sonoma Allocations

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

North Coast Bank is part of a family of financial service providers led by American River Bank, a wholly owned subsidiary of American River Bankshares. American River Bank, along with partners North Coast Bank and Bank of Amador, accepts checking and savings deposits, offers money market deposit accounts and certificates of deposit, makes secured and unsecured commercial and residential loans. It also offers other installment and term loans and other customary banking services, including online banking, online bill pay service and Visa check card services. It is located in Santa Rosa, Calif. American River Bankshares is a publicly traded company on the NASDAQ exchange under the symbol AMRB. Its headquarters is in Rancho Cordova, Calif.

Welcome to Merrill Lynch in Santa Rosa, CA. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.