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Napa Valley | St.
Helena | Financial
The Portola Group, Inc - provides highly personalized
investment management and financial advisory services for individuals
and families. We are dedicated to achieving financial peace-of-mind
for our clients. Our clients are people with substantial assets—people
ready to seek counsel in setting and achieving financial objectives
for themselves and their families. Their horizons extend beyond
the short-term, and we build lasting relationships with them. We
believe wealth can be intelligently managed to meet our clients'
objectives, and we thus select investments that we expect to perform
with consistency over time.
American
AgCredit - With nearly 90 years dedicated to agriculture,
we understand the challenges that farmers and ranchers face. At
American AgCredit, we sincerely believe our agricultural lending
experience sets us apart from the others. We work hard to get and
keep your business, and we’ll work even harder to earn your
trust. American AgCredit is part of the cooperative nationwide Farm
Credit System. As an Agricultural Credit Association, we specialize
in providing financial services to agriculture.
Bank
of the West - At Bank of the West, we take pride in
what we do. From contributing to nonprofits and volunteering in
our communities to making a point to get to know our customers by
name, we aim to stand apart. While many things have changed over
our bank's long history, one thing has remained the same: commitment
to our customers and our community.
WestAmerica
Bank - Westamerica Bancorporation operates as a holding
company for Westamerica Bank, a regional community bank with 87
branches and 2 trust offices in 21 Northern and Central California
counties. Rated as one of California's strongest and healthiest
banks, Westamerica has over $5.1 billion in assets, and is the 7th
largest commercial bank headquartered in California,
Charter
Oak Bank - I am pleased and excited to welcome you
to Charter Oak Bank. In the spring of 2004, I joined with a group
of 30 individuals which included a representative cross-section
of affiliated Napa Valley business and professional people to organize
and begin the process of establishing Charter Oak Bank. The culmination
of those efforts is a team of experienced community banking professionals
who will be working hard to provide you personalized and responsive
banking services.
The
Vintage Bank a member of North Bay Bancorp, was established
in 1985 to fill the needs of the Napa community with superior service
and attention. Our commitment to the community is evidenced by our
full service branches throughout the Napa Valley.
Edward
Jones Company - For decades, we've believed in building
relationships through face-to-face interaction, and adhering to
a strategy of recommending quality investments that have proven
themselves over time. We understand that this approach might be
considered unfashionable. But if it means helping our clients achieve
their goals, whether for retirement, education, or just financial
security, it's an approach we plan to stick to.
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