Sonoma National Bank Eastbay

Navy Federal Credit Union, based in Walnut Creek, CA, is dedicated to providing a range of financial services tailored primarily for members of the armed forces, Department of Defense personnel, veterans, and their families. With offerings that include checking and savings accounts, credit cards, loans, and investment services, the credit union aims to support its members' financial goals through accessible resources and personalized financial guidance. In addition to traditional banking services, Navy Federal emphasizes financial education and planning, offering tools and resources to assist members in budgeting, saving, and investing. Their commitment to serving military families is reflected in exclusive member benefits, competitive rates, and a focus on fostering financial confidence within the community. Generated from the website

The Charles Schwab Corporation, based in Walnut Creek, CA, offers a comprehensive suite of brokerage, banking, and financial advisory services through its subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc., provides a variety of investment services, including brokerage accounts, while its banking subsidiary, Charles Schwab Bank, delivers deposit and lending services. Committed to client transparency, Schwab provides Client Relationship Summaries detailing services, fees, and obligations in both broker-dealer and advisory relationships. The firm emphasizes customer security with its Schwab Security Guarantee and informs clients about potential investment risks associated with its products and services. Generated from the website