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B.B.I.N.V.
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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