Santa Rosa Metro Area Finance and Insurance
Santa Rosa Metro Area Finance and Insurance
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Exchange Bank
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2727 Yulupa Avenue
Santa Rosa
,
CA
95405
Steve Schofield
(707) 524-3313
Member since: 1976
Giving back has been an integral part of Exchange Bank’s legacy since 1890. It differs from national and regional banks by focusing 100% of its charitable giving on the community it serves. 50.44% of the Bank’s cash dividends go to the Doyle Trust to fun
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Exchange Bank
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2416 Montgomery Drive
Santa Rosa
,
CA
95405
Terry Fassold
(707) 524-3305
Member since: 1976
Giving back has been an integral part of Exchange Bank’s legacy since 1890. It differs from national and regional banks by focusing 100% of its charitable giving on the community it serves. 50.44% of the Bank’s cash dividends go to the Doyle Trust to fun
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Exchange Bank
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400 Dutton Ave.
Santa Rosa
,
CA
95407
Carmen Garcia
(707) 524-3304
Member since: 1976
Giving back has been an integral part of Exchange Bank’s legacy since 1890. It differs from national and regional banks by focusing 100% of its charitable giving on the community it serves. 50.44% of the Bank’s cash dividends go to the Doyle Trust to fun
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Exchange Bank
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500 Larkfield Center
Santa Rosa
,
CA
95403
Mindy Smith
(707) 524-3077
Member since: 1976
Giving back has been an integral part of Exchange Bank’s legacy since 1890. It differs from national and regional banks by focusing 100% of its charitable giving on the community it serves. 50.44% of the Bank’s cash dividends go to the Doyle Trust to fun
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Exchange Bank
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1300 Guerneville Road
Santa Rosa
,
CA
95403
Cameron Belvedere
(707) 524-3310
Member since: 1976
Giving back has been an integral part of Exchange Bank’s legacy since 1890. It differs from national and regional banks by focusing 100% of its charitable giving on the community it serves. 50.44% of the Bank’s cash dividends go to the Doyle Trust to fun
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Exchange Bank
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136 Calistoga Road
Santa Rosa
,
CA
95409
Amy McClintock
(707) 539-1508
Member since: 1976
Giving back has been an integral part of Exchange Bank’s legacy since 1890. It differs from national and regional banks by focusing 100% of its charitable giving on the community it serves. 50.44% of the Bank’s cash dividends go to the Doyle Trust to fun
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Exchange Bank
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545 Fourth Street
Santa Rosa
,
CA
95401
Jaimie Galeano
(707) 521-3741
Member since: 1976
Giving back has been an integral part of Exchange Bank’s legacy since 1890. It differs from national and regional banks by focusing 100% of its charitable giving on the community it serves.
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Exchange Bank
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499 Stony Point Road
Santa Rosa
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CA
95401
Dana O'Halloran
(707) 523-4467
Member since: 1976
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Exchange Bank
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2201 Mendocino Avenue
Santa Rosa
,
CA
95403
Carrie Winn
(707) 524-3138
Member since: 1976
Giving back has been an integral part of Exchange Bank’s legacy since 1890. It differs from national and regional banks by focusing 100% of its charitable giving on the community it serves. 50.44% of the Bank’s cash dividends go to the Doyle Trust to fun
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Wells Fargo Bank
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2960 Cleveland Avenue
Santa Rosa
,
CA
95403
John Berglund
(707) 573-9209
Member since: 1976
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Redwood Credit Union
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3033 Cleveland Avenue, Suite 100
Santa Rosa
,
CA
95403
Matt Martin
(707) 545-4000
Member since: 1984
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Wells Fargo Bank
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1799 Marlow Road
Santa Rosa
,
CA
95401
David Rodriguez
(707) 523-0919
Member since: 1976
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Wells Fargo Bank
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200 B Street Suite 100 First Floor
Santa Rosa
,
CA
95401
Luis Garcia
(707) 584-3110
Member since: 1976
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Poppy Bank
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438 First Street
Santa Rosa
,
CA
95404
Chris Stewart
707-636-9737
Member since: 2004
Poppy Bank is committed to making a positive difference in the communities it serves.
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George Petersen Insurance Agency
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175 W. College Avenue
Santa Rosa
,
CA
95401
Josh Johnsen
(707) 525-4150
Member since: 1961
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Wells Fargo Bank
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6585 Oakmont Drive
Santa Rosa
,
CA
95409
Faviola Farias
(707) 539-6453
Member since: 1976
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Wells Fargo Bank
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2759 Fourth Street (In Store-Safeway)
Santa Rosa
,
CA
95405
Laura Ramirez
(707) 508-3750
Member since: 1976
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Bank of Marin
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90 South E St, Ste 110
Santa Rosa
,
CA
95404
Ryan Beach
(707) 528-6300
Member since: 2010
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Redwood Credit Union
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2763 Fourth Street
Santa Rosa
,
CA
95405
Billy McMillan
(707) 545-4000
Member since: 2008
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Redwood Credit Union
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2360 Mendocino Ave. Suite A
Santa Rosa
,
CA
95403
Johanna Szostak
(707) 545-4000
Member since: 2004
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Redwood Credit Union
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1205 North Dutton Avenue
Santa Rosa
,
CA
95401
Rene Meza
(707) 576-9806
Member since: 2004
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Wells Fargo Advisors, LLC
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3700 Old Redwood Highway, Ste. 108
Santa Rosa
,
CA
95403
Wells Fargo Bank
(707) 545-4810
Member since: 2007
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Poppy Bank, Oakmont Branch
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6580 Oakmont Drive
Santa Rosa
,
CA
95409
Denise Brooks
707-636-9027
Member since: 2005
Poppy Bank is committed to making a positive difference in the communities it serves.
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Tri Counties Bank
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819 Fourth Street
Santa Rosa
,
CA
95404
Ruth Wilson
(707) 522-5480
Member since: 2005
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American AgCredit, FLCA
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4845 Old Redwood Highway
Santa Rosa
,
CA
95403
Kristen Tantarelli
(707) 545-7100
Member since: 1983
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Summit State Bank
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2300 Midway Drive
Santa Rosa
,
CA
95405
Lilianna Cardenas
(707) 568-4975
Member since: 2012
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Summit State Bank
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500 Bicentennial Way
Santa Rosa
,
CA
95403
Roni Brown
(707) 568-6000
Member since: 1985
Summit State Bank is a community bank committed to serving our customers and community with the highest standards. In addition to our consistently strong financial stability, our responsive, knowledgeable and friendly staff will change the way you look a
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BPM LLP
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375 E Street
Santa Rosa
,
CA
95404
Jim Martin
(707) 544-4078
Member since: 1981
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Dal Poggetto & Company LLP
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149 Stony Circle, First Floor
Santa Rosa
,
CA
95401
Jon P Dal Poggetto CPA
(707) 545-3311
Member since: 1981
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Linkenheimer LLP
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187 Concourse Boulevard
Santa Rosa
,
CA
95403
John Jones
(707) 546-0272
Member since: 1961
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WaFd Bank
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500 Third Street
Santa Rosa
,
CA
95401
Krystal Humphrey
(707) 578-9216
(800) 578-9216
Member since: 1983
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Intention Financial Group
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1101 College Ave, Ste 215
Santa Rosa
,
CA
95404
Joe Jacobs
(707) 696-6937
Member since: 2023
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McDonald - Leavitt Insurance Agency, Inc.
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2800 Cleveland Ave Ste D
Santa Rosa
,
CA
95403
Kim McDonald
(707) 284-5900
Member since: 1994
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Risk Strategies
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3645 Westwind Blvd, Suite A
Santa Rosa
,
CA
95403
Victor McKnight
(707) 794-7419
Member since: 2017
We offer unparalleled expertise in all lines of property and casualty, workers’ compensation and employee benefits. Let our experience guide you.
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Moss Adams
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3558 Round Barn Blvd., Suite 300
Santa Rosa
,
CA
95403
Liz Gober
(707) 527-0800
Member since: 2022
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Fidelity National Title
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600 Bicentennial Way, Ste. 300
Santa Rosa
,
CA
95403
Jennifer Hall
(707) 544-1771
Member since: 1996
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Spina Insurance Agency
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3900 Mayette Ave
Santa Rosa
,
CA
95405
Christi Spina
(415) 382-9714
Member since: 2022
Specializing in Auto-Home-Business-Life-Financial Products
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Dillwood Burkel & Millar, LLP
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175 Concourse Boulevard, Suite A
Santa Rosa
,
CA
95403
Tina Perez
(707) 577-8806
Member since: 2000
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Patelco Credit Union
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1965 Cleveland Avenue
Santa Rosa
,
CA
95401
John Campbell
(707) 573-7880
Member since: 1998
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Heritage Bank of Commerce
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999 Fifth Street, Suite 100
San Rafael
,
CA
94901
Todd Allen
(415) 456-6000
(415) 293-1005
Member since: 2007
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Westamerica Bank
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111 Santa Rosa Avenue
Santa Rosa
,
CA
95404
Joe Dietzen
(707) 576-3625
(800) 848-1088
Member since: 1976
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U.S. Bank
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2308 Magowan Dr
Santa Rosa
,
CA
95405
Giselle Packer
(707) 889-1828
Member since: 2023
Healthcare Financing for Start-Ups, Acquisitions, Expansions, Commercial Real Estate and Equipment.
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Lehr Insurance Agency
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2240 Professional Drive
Santa Rosa
,
CA
95403
Ben Lehr
(707) 546-3700
Member since: 2011
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Wheels Financial Group, LLC dba LoanMart Organization
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15400 Sherman Way Suite 170
Van Nuys
,
CA
91406
Alexander Cubias
(818) 650-6281
Member since: 2017
Financial services.
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Five Star Bank
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2240 Douglas Boulevard, Suite 100
Roseville
,
CA
95670
Mikayla Brettelle
(916) 626-5000
Member since: 2022
Five Star Bank is guided by purpose-driven banking, community stewardship, regional and industry expertise, a speed to serve and a commitment to economic development in the communities we serve.
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Limbach Bookkeeping
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8966 Cypress Ave.
Cotati
,
California
94931
Sandra Limbach
(650) 888-5177
Member since: 2024
Bookkeeping services that ensure financial clarity and compliance for your business.
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North Bay Credit Union
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397 Aviation Blvd
Santa Rosa
,
CA
95403
Chris Call
(707) 584-0384
Member since: 2015
North Bay Credit Union offers its members banking products and services.
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JC Lewis Insurance Services
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100 E. Street, Suite 205
Santa Rosa
,
CA
95404
Benjamin Lewis
(707) 978-2359
Member since: 2014
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Umpqua Bank- Commercial Banking & Home Lending Office
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1322 Fourth St
Santa Rosa
,
CA
95404
Siobhan Griffin
7076363408
Member since: 1984
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Comerica Bank
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3 Embarcadero Center, Suite 1350
San Francisco
,
CA
94111
Chris Fiscalini
(707) 280-4889
Member since: 2023
Comerica Bank - Northern California Commercial Banking
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Edward Jones - Tim Carroll
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1801 Fourth Street
Santa Rosa
,
CA
95404
Tim Carroll
(707) 526-1001
Member since: 2023
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Community First Credit Union
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1105 North Dutton Avenue
Santa Rosa
,
CA
95401
Olivia Rabellino
(707) 546-6000
(800) 890-3540
Member since: 2018
CFCU is committed to: ~ Providing LOCAL people with the useful financial products, services, and education they need to convert their hopes and dreams into reality ~ Engaging students in financial literacy and providing products that incentivize good fin
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Jordan & Associates Retirement Services
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100 Stony Point Rd., Suite 216
Santa Rosa
,
CA
95401
Eric Wittenberg
(707) 545-1001
Member since: 2013
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Sonoma Federal Credit Union
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1126 Montgomery Drive
Santa Rosa
,
CA
95405
Renee Rayhill
(707) 527-6216
Member since: 2014
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Brandt Insurance
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250 Healdsburg Avenue
Healdsburg
,
CA
95448
Jack Brandt
(707) 433-4436
Member since: 2013
Since 1962, Brandt Insurance has built our reputation on providing the best possible coverage and service at the lowest possible price.
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Quick Fix
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P.O. Box 13180
South Lake Tahoe
,
CA
96151
Christina L Newcomb
(707) 799-0387
Member since: 2008
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Omega Mortgage Group
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1260 N Dutton Avenue, Ste 244
Santa Rosa
,
CA
95401
Maia Lomax
(707) 235-2222
(707) 595-9205
Member since: 2014
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Miracle Mile Advisors
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30 Liberty Ship Way #3150
Sausalito
,
CA
94965
Carolyn Orlik
(415) 345-8185
(877) 900-5277
Member since: 2018
At Karp Capital we provide advisory, fiduciary, and consulting support to privately owned business owners, owners, executives, and not for profit organizations in and around the greater Bay Area.
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Winning Workforce
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3644 Cypress Way
Santa Rosa
,
CA
95405
John McHugh
707-527-8580
707-953-0260
Member since: 1994
Primerica helps individual and families earn more income become properly protected, debt free and financially independent.
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Jan Loewen Insurance Services
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703 Second Street, Suite 309
Santa Rosa
,
CA
95404
Jan Loewen
(707) 528-8483
Member since: 2010
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Pisenti & Brinker LLP
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3562 Round Barn Circle, Ste 200
Santa Rosa
,
CA
95403
Brett Bradford
(707) 542-3343
(707) 577-1512
Member since: 1973
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First Tech Federal Credit Union
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2500 Mendocino Avenue, Suite C
Santa Rosa
,
CA
95403
Heather Diaz
(855) 855-8805
Member since: 2020
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