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Napa Valley | Napa | Financial
Napa Community Bank is a full- service community
bank striving to exceed the expectations of our customers,
enhance shareholder value, and become a valuable additon to
the community we serve through our contributions of time and
resources. We want to be YOUR community bank!
Charter Oak Bank, with branches in Napa (600
Trancas Street) and St. Helena (1050 Adams Street), is a community
bank focused on providing superior financial services to businesses
and residents of the Napa Valley. With 30 local founders and
an experienced management team, Charter Oak Bank is building
financial relationships in a local market as only local people
can. Committed to the local reinvestment of deposits, Charter
Oak Bank is pledged to supporting the needs of its customers
and working to improve our community. All of our employees
and directors live locally, and our staff of 20 have banked
the Napa Valley for an average of over 12 years each.
Edward
Jones - At Edward Jones, we focus on one type
of customer: those interested in relatively high-quality,
low-risk investments held for the long term. If this sounds
like you, we invite you to explore this site and find out
more about the unique services we have to offer to help you
reach your financial goals. Our focus is on people. We serve
individual investors and business owners exclusively. More
importantly, we do so where and when it's convenient for them
through our branch office network, and our comprehensive information
and technology system.
Rich
Jacobson, Financial Advisor - is a Financial
Advisor who proudly calls Napa home. Besides financial planning
and investments, Rich works in the area of Life, Disability
and Long Term Care insurance, as well as annuities. Rich is
a Certified Senior Advisor, is qualified to sell California
Partnership Long Term Care insurance policies and is on the
board of directors for the National Association of Insurance
and Financial Advisors (Napa-Solano) and is also a member
in good standing of Napa Kiwanis and Business Networking International
(Napa Networkers).
Bank
of Napa, N.A.
The Mechanics
Bank
First
Bank
Vintage
Bank
McCuen
Investment Group, Inc.
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