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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.