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Aljian Capital Management is a investment management firm based in Santa Rosa, United States. Aljian Capital Management provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
After the merger AltaPacific Bank now operates as Banner Bank. Banner Bank is proud to provide the clients with the most comprehensive financial services in the West. For more than 130 years, and more than 200 locations across Oregon, Washington, California and Idaho, the team delivers a high level of individual services as a community bank while also offering competitive products some might expect to find only at a nationwide financial institution. Member FDIC.
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Banner Bank is a commercial bank firm based in Santa Rosa, United States. Banner Bank provides multi-family office Bank Account services for high-net-worth families, foundations and endowments, and institutions.
CaliforniaHawk Wealth Management is a investment management firm based in Santa Rosa, United States. CaliforniaHawk Wealth Management provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
DCG represents owners of companies in sell-side transactions and has produced very attractive sale results for their clients, for businesses as diverse as shipbuilding and food production and international sales. Laws, finances, real estate, taxes, human resources, communication, boards, advisors, and government regulations form a minefield of challenges that almost defy success.
Exchange Bank has been serving the local community since 1890, not only through trusted banking and financial services, but also through charitable giving. Exchange Bank differs from national and regional banks by investing 100% of its charitable giving in the communities it serves in Sonoma County and Roseville (Placer County). In addition, 50.44% of the Bank’s cash dividends go to the Doyle Trust which funds the Doyle Scholarship at Santa Rosa Junior College.
JDH Wealth Management, LLC is a investment management firm based in Santa Rosa, United States. JDH Wealth Management, LLC provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
Luther Burbank opened its doors in 1983 and was a Santa Rosa-based pioneer in agricultural science. Bank offers a comprehensive suite of lending and savings products designed to protect and expand your enduring worth–to help you prosper in the things that matter most to you–your home, your business, your real estate portfolio, your dreams for the future.
Since opening its first branch in 2005, Poppy Bank has grown to over $2 Billion in assets. Poppy Bank specializes in business lending including commercial loans and lines of credit, commercial real estate, construction and SBA/USDA loans. It has built a reputation of responding quickly to loan requests, turning applications around expeditiously, and closing loans. In addition, it offers a full array of personal and business banking products and services including deposit products, cash management services and ACH processing.
Summit State Bank is a community bank committed to serving its customers and community with the highest standards. In addition to banks consistently strong financial stability, its responsive, knowledgeable and friendly staff will change the way you look at what your bank can really do for you. Bank offers: Serving local small businesses and nonprofits, Local Commercial Loans, Innovative mobile and remote banking features and Business bank.