TOP 30 Best Banking customer service near me in Napa, California
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Poppy Bank
Poppy Bank is a trusted financial institution located at 3270 California Boulevard in the charming city of Napa, California, United States. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Whether you're looking for personal banking solutions, business loans, or investment opportunities, our team of experienced professionals is here to help you achieve your financial goals. Visit Poppy Bank today and experience the personalized service and commitment to excellence that sets us apart from the rest.
Bank of America ATM
The Bank of America ATM located at 1700 1st Street in Napa, California, United States is a convenient finance institution offering easy access to cash withdrawals, deposits, and account balance inquiries. With its secure and user-friendly interface, customers can manage their banking needs quickly and efficiently. Whether you're a local resident or a visitor to the area, this ATM provides a reliable and convenient option for all your banking transactions.
Westamerica Bank
Westamerica Bank is a trusted financial institution located at 1 Financial Plaza in Napa, California. As a full-service bank, Westamerica offers a wide range of banking and financial services to meet the needs of individuals, businesses, and communities. From personal checking and savings accounts to business loans and investment services, Westamerica is committed to providing high-quality, personalized solutions to help customers achieve their financial goals. With convenient ATM locations and a team of experienced professionals, Westamerica Bank is dedicated to delivering exceptional customer service and building long-lasting relationships within the community.
Exchange Bank
Exchange Bank, located at 435 West Napa Street in Sonoma, California, is a trusted institution offering a range of financial services including ATM access, personal banking, and online banking. With a rich history of 133 years, we are proud to be your local community bank, dedicated to supporting individuals and businesses in our area. Our founder, Frank Doyle, was a visionary who understood the importance of community connections, just like the Golden Gate Bridge he helped build. Banking with Exchange Bank means having a reliable partner by your side to help you achieve your financial goals. Whether you're looking to boost your bottom line, plan for the future, or manage your finances on the go, we have the tools and resources to assist you. With 17 locations throughout Sonoma County and the North Bay, as well as access to 55,000 Allpoint ATMs worldwide, we make banking convenient and accessible for our customers.
UBS Financial Services Inc.
UBS Financial Services Inc. is a leading finance institution located at Financial Plaza in Napa, California, United States. With a reputation for excellence and expertise in the financial industry, UBS offers a wide range of financial services to individuals, businesses, and institutions. From investment management to wealth planning, UBS is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to exceptional customer service, UBS Financial Services Inc. is a trusted partner for all your financial needs.
Wells Fargo Bank
Wells Fargo Bank is a reputable financial institution located at 3255 Jefferson Street in Napa, California. As a well-known bank, Wells Fargo offers a wide range of financial services, including personal and business banking, loans, investments, and insurance. With its convenient location and reliable ATM services, Wells Fargo is a trusted partner for all your financial needs in the Napa area.
Umpqua Bank
Umpqua Bank, located at 3626 Bel Aire Plaza in Napa, California, is a financial institution that prioritizes people and communities. Whether you're looking for personal banking, business banking, or private banking services, Umpqua is dedicated to helping you achieve your financial goals. With a focus on building economic vitality together, Umpqua offers a range of financial solutions including business checking, savings, loans, and credit cards. Their experienced team of business bankers are committed to getting to know their customers and providing expert analysis to help them succeed. Additionally, Umpqua Bank offers a variety of home loan products for purchasing, refinancing, and remodeling, with special offerings for veterans, first-time homebuyers, and physicians. For added convenience, Umpqua Bank also offers online and mobile banking options for all customers. Whether you prefer to bank in person or online, Umpqua is here to help you every step of the way.
Bank of America Financial Center
The Bank of America Financial Center in Sonoma, California is a trusted institution providing a wide range of banking and financial services. Located at 35 West Napa Street, this branch offers personalized assistance to help customers with their banking needs. Whether you're looking to open a new account, apply for a loan, or seek investment advice, the knowledgeable staff at Bank of America is here to help. With a strong reputation for reliability and customer service, this financial center is a convenient and reliable choice for all your banking needs.
Westamerica Bank
Westamerica Bank is a trusted financial institution located at 1507 Imola Avenue West in Napa, California. As a full-service bank, Westamerica offers a wide range of financial services including personal and business banking, loans, and investment options. With convenient ATM access, customers can easily manage their finances and access funds whenever they need. The friendly and knowledgeable staff at Westamerica Bank are dedicated to providing top-notch customer service and helping clients achieve their financial goals. Whether you're looking to open a new account, apply for a loan, or simply withdraw cash, Westamerica Bank is committed to serving the Napa community with excellence.
Bank of America Private Client Advisor Jason M Foster
Bank of America Private Client Advisor Jason M Foster is a finance institution located at 90 South E Street in Santa Rosa, California, United States. Jason Foster, a Senior Vice President and Private Client Advisor, leads a team that serves both the North Bay and Sacramento markets. With a focus on high-net-worth clients, the team offers expertise in fiduciary investment management, custom credit solutions, trust and estate planning, and philanthropic consulting. Jason is dedicated to simplifying the complexities of wealth management for his clients, helping them to grow, preserve, and transfer their wealth effectively. In addition to his client responsibilities, Jason serves as the Bank's Market President for Napa, Marin, and Sonoma counties, working to align the Bank's various lines of business to deliver for clients, employees, and the community. The team at Bank of America Private Client Advisor Jason M Foster is committed to building strong client relationships based on trust and personal experience. They take the time to listen and learn about each client and their family before creating strategies to meet their unique needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients navigate the challenges of managing significant wealth, drawing on personalized approaches and resources to achieve financial objectives.
U.S. Bank Branch
U.S. Bank Branch is a financial institution located at 880 Jefferson Street in Napa, California. As a branch of one of the largest banks in the United States, U.S. Bank offers a wide range of banking and financial services to individuals, businesses, and other organizations. Whether you need to open a checking or savings account, apply for a loan, or seek investment advice, the friendly and knowledgeable staff at U.S. Bank Branch is ready to assist you. With convenient hours of operation and a commitment to customer service, U.S. Bank Branch is a trusted partner for all your financial needs.
Bank of Stockton (Napa)
Bank of Stockton in Napa is a trusted financial institution located at 1505 2nd Street in Napa, California. As a full-service bank, they offer a wide range of financial products and services to meet the needs of individuals and businesses in the Napa community. With a commitment to excellent customer service and a long-standing reputation for reliability, Bank of Stockton is a go-to destination for all your banking and finance needs. Whether you're looking for personal banking services, business loans, or investment opportunities, the knowledgeable staff at Bank of Stockton in Napa are here to help you achieve your financial goals.
Napa Creek Village Apartment
Napa Creek Village Apartment is a property managed by ISM Management Company, located at 2614 1st Street in Napa, California. ISM Management Company is a renowned property management firm with regional offices in Southern California, Northern California, Nevada, and Tennessee. With over 70 apartment communities and single family homes, they offer a variety of housing options in different locations to cater to their residents' needs. All properties managed by ISM Management Company are professionally maintained to ensure a carefree living experience. Residents of Napa Creek Village Apartment can enjoy the convenience of making online rent payments through the website's integrated payment processing system. Payment options include ACH bank transfer (e-check), Visa, MasterCard, Discover, or American Express (processing fees may apply). The company prioritizes residents' satisfaction and offers services such as 24-hour maintenance, assistance with renter's insurance, online payments, flexible lease terms, and a wide range of amenities. The professional and courteous staff at ISM Management Company is always available to provide excellent customer service to residents.
Bank of America ATM
The Bank of America ATM located at 35 West Napa Street in Sonoma, California, United States, provides convenient access to banking services for customers in the area. As a part of the Bank of America network, this ATM offers a range of financial transactions including withdrawals, deposits, and balance inquiries. Whether you need cash on the go or need to manage your finances, this ATM is a reliable and secure option for your banking needs.
F&M Bank
F&M Bank is a trusted financial institution located on Trancas Street in Napa, California, United States. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, mortgages, and investment options. Our convenient ATM services are available 24/7 for your banking needs. With a commitment to customer service and community involvement, F&M Bank is dedicated to helping our customers achieve their financial goals. Visit us today to experience the personalized service and expertise that sets us apart from other banks.
Katie Chase - State Farm Insurance Agent
Katie Chase - State Farm Insurance Agent is a trusted insurance agency located at 772 West Napa Street in Sonoma, California. Our dedicated team is committed to assisting California residents with their insurance needs, with a focus on Sonoma, Napa, and Marin Counties. We also serve customers in neighboring states such as Oregon, Nevada, and Arizona. Katie Chase, with over a decade of experience with State Farm, leads our team with a focus on providing exceptional service to our customers. We offer a range of insurance services including Auto insurance, Motorcycle insurance, Trailer insurance, Boat insurance, Motor home insurance, Life insurance, and more. Our team is passionate about protecting your assets and ensuring the financial well-being of individuals and small businesses. We also provide assistance with estate planning and financial services.
Redwood Credit Union
Redwood Credit Union, located at 1705 1st Street in Napa, California, is a trusted financial institution offering a range of services including ATM access, banking, and finance options. Many local businesses choose to bank with us for our excellent customer service and commitment to the Napa community. Whether you need to withdraw cash, deposit funds, make loan payments, or notarize documents, our friendly staff is here to assist you. Schedule an appointment for investment, insurance, or auto services, or speak with a representative at our Member Service Center. With access to a network of over 30,000 free ATMs, including RCU locations, we make managing your finances convenient and affordable. Please note that we do not endorse or guarantee products or information provided by third-party vendors. Visit us today and let us help you achieve your financial goals and dreams!
Mellissa Lopez - State Farm Insurance Agent
Mellissa Lopez - State Farm Insurance Agent is a reputable insurance agency located at 3152 Jefferson Street in Napa, California, United States. With a focus on insuring your love and protecting your future, Mellissa Lopez and her team offer a wide range of insurance services including homeowners, renters, auto, life, and business insurance, as well as financial services like banking. Their dedicated professionals are fluent in English and Spanish, providing caring and reliable assistance to help you manage risks and plan for the future. Mellissa Lopez, with a multicultural mindset, welcomes customers from all backgrounds and enjoys spending time with her family in her free time. The agency also offers valuable tips on grilling safety, drunk driving prevention, protecting small business property, budgeting during the holidays, and more. For all your insurance needs, contact Mellissa Lopez - State Farm Insurance Agent today.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 700 Main Street in Napa, California, is a leading finance institution offering comprehensive wealth management services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide personalized financial strategies tailored to your unique goals and needs, drawing on years of combined knowledge and expertise in the industry. In addition to wealth planning advice, our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. We prioritize client service and satisfaction, working closely with you to understand your current financial situation and create strategies to meet your long-term objectives.
Midas
Welcome to Midas, your trusted local car repair and service destination in Jackson, California. Conveniently located at 12470 Jackson Gate Rd, we are your one-stop shop for all your automotive needs, offering a wide range of services including brakes, oil changes, tires, and general auto repair. At Midas, we pride ourselves on delivering high-quality auto repair services at fair prices, backed by our renowned Midas Golden Guarantee™. Our family-owned and operated store is dedicated to serving the Jackson community with expertise and care. Whether you need routine maintenance or emergency repairs, our expert technicians are ready to get you back on the road safely.
Midas
Welcome to Midas, your trusted local car repair and service destination in Fresno, CA, located at 7340 N Blackstone Ave. We are dedicated to providing high-quality automotive care, whether you need brakes, oil changes, tires, or general auto repair. Owned and operated by families in your community, Midas is committed to offering exceptional service at fair prices, backed by our renowned Midas Golden Guarantee™. Take advantage of our special offers on select Nexen tires, where you can receive an instant rebate with the purchase and installation of four tires—your lowest priced tire is free! Please note that eligibility depends on tire size and model, and additional charges may apply for services like TPMS reset and disposal fees. Visit our store for detailed terms and conditions.
Lynell Holden - Mobile Notary Public
Lynell Holden - Mobile Notary Public is a trusted institution located at 315 East Esplanade Avenue, Moreno Valley, California. Specializing in finance, Lynell Holden offers notary services to screen signers of important documents, ensuring their true identity and willingness to sign without duress. With a commitment to impartiality, Lynell Holden serves clients in Riverside, San Bernardino, Solano, Napa, Yolo, and Contra Costa counties. Available 7 days a week by appointment only, Lynell Holden has completed the National Notary Association Notary Signing Agent Course and Exam, providing comprehensive protection and confidentiality to clients. With a passion for customer service and attention to detail, Lynell Holden has successfully performed numerous loan signings, refinance signings, and more since 2006. Showcasing expertise in completing tasks correctly the first time, Lynell Holden welcomes clients from all walks of life. Military personnel can enjoy a free Signature Notarization by showing their military ID. Contact Lynell Holden for professional and reliable notary services.
Melinda Adams - State Farm Insurance Agent
Melinda Adams - State Farm Insurance Agent is an insurance agency located at 1739 1st Street, Napa, California, United States. At our agency, we believe in helping our clients save money while protecting what matters most to them - their family, belongings, and finances. We offer customized coverage plans that include safe driving rewards, bundling options, and various discounts. Our goal is to provide a solution that fits your unique needs. We offer a range of insurance options, including auto insurance for drivers in Napa, CA. Whether you need coverage for collision, comprehensive, rental, or rideshare vehicles, we have you covered. We also offer insurance for new drivers, business travelers, and collectors. By combining auto and home policies, you may be able to save even more on your insurance premiums.
BMO
BMO, located at 3300 Jefferson Street in Napa, California, is a full-service bank offering a range of financial services for personal and commercial customers. From everyday banking to investments and lending products, BMO provides a comprehensive suite of services to meet the needs of its clients. As a member of FDIC, BMO ensures that banking products and services are subject to bank and credit approval. In compliance with federal law, BMO follows strict regulations to verify the identity of individuals and entities opening accounts. Customers may be required to provide personal information and identification documents to meet these requirements. Additionally, BMO advises customers to review the privacy and security policies of third-party websites linked to their platform. It is important to note that the information provided by BMO is not intended to serve as tax or legal advice, and customers are encouraged to consult with their own independent advisors for personalized guidance.
Merrill Lynch Financial Advisor Robin Rocha
Merrill Lynch Financial Advisor Robin Rocha is a finance institution located at 700 Main Street, Napa, California, United States. Robin Rocha is a proud recipient of recognition from financial industry publications and Bank of America Corporation. She has been ranked as one of Forbes' "Top Women Wealth Advisors Best-in-State" in both 2023 and 2024. With a deep understanding of your financial picture, Robin can create a flexible strategy tailored to your needs in today's changing market conditions. She has access to investment insights from Merrill and banking solutions from Bank of America to help you pursue your financial goals. Robin is committed to building strong client relationships based on trust and personalized service, with a team of experienced individuals to support her. She believes in understanding your goals and priorities to design a personalized plan to help manage, grow, and preserve your wealth. By getting to know you and your family, Robin can offer advice and guidance to help you achieve your financial aspirations. With tools to track changes in your life and financial approach, Robin can help you stay on track towards your goals. As a Merrill Lynch Wealth Management Advisor, Robin Rocha is dedicated to helping you build a customized investment approach to address your needs and pursue your goals. Contact Robin Rocha to start working towards your financial success.
Merrill Lynch Financial Advisor Pina Carino
Merrill Lynch Financial Advisor Pina Carino, located at 700 Main Street, Napa, California, is a finance institution dedicated to providing comprehensive wealth management and legacy planning strategies to help clients pursue their financial goals. With over 25 years of experience, Pina offers a wide range of financial strategies and portfolio management solutions to retirees, individuals, affluent families, corporate executives, and businesses. As a CERTIFIED FINANCIAL PLANNER, CFP professional, Pina focuses on developing personalized plans to help clients grow, create wealth, preserve, and plan for the distribution of wealth in a tax-advantaged manner. She also holds the Chartered Retirement Planning Counselor, CRPC designation, and is a licensed life insurance and long-term care insurance agent with series 7 and 63 FINRA registrations. Pina takes a hands-on, holistic approach to wealth management, addressing her clients' current financial situation, interim goals, and long-term financial strategies. She is committed to assisting domestic partners & LGBTQ clients and is actively involved in various community organizations. Merrill Lynch Wealth Management Advisors prioritize building customized investment approaches to address clients' needs and goals, with access to comprehensive financial solutions from Bank of America. Pina Carino is registered to do business in multiple states, including AZ, CA, CO, FL, KS, MD, MI, NC, NV, OR, TX, and UT. Contact Pina Carino for personalized financial advice and strategies tailored to your unique financial situation and goals.
Carson Wealth
Carson Wealth is a finance institution located at 250 Camino Alto, Mill Valley, California, United States. Our office specializes in helping high-net-worth and ultra-high-net-worth individuals, families, and businesses build personalized financial plans and provide investment management, insurance, and risk management services to help them achieve their financial goals. We prioritize our clients throughout the wealth management process, seeking to deeply understand their financial and personal goals in order to create customized solutions that promote financial health. Our services extend to clients in Mill Valley, Tiburon, Belvedere, Ross, Kentfield, Southern Marin, San Francisco, Marin County, Napa County, Sonoma County, Silicon Valley, East Bay areas, as well as throughout California and most other states. With a focus on finding solutions to complex financial issues faced by high-net-worth clients and their families, we offer highly personalized, comprehensive financial planning services. Our advisors are dedicated to helping individuals, families, and businesses navigate the challenges of building wealth and achieving financial success. Securities and advisory services are offered through Cetera Advisor Networks LLC and CWM, LLC, with a commitment to providing transparent and reliable financial guidance. Our team includes award-winning advisors recognized for their expertise and commitment to client success. For more information about our services and advisors, please visit our website or contact us directly.
Merrill Lynch Financial Advisor Susan Lyle
Merrill Lynch Financial Advisor Susan Lyle is a dedicated First Vice President offering personalized financial services at 700 Main Street, Napa, California. With over three decades of experience in the finance industry, Susan prides herself on making finance approachable and enjoyable for her diverse clientele. She works collaboratively with clients to navigate life's transitions and prepare for major milestones. Susan's expertise in wealth management and investment strategies helps clients achieve their financial goals, whether planning for retirement, purchasing a home, or funding education. She is supported by a team of specialists at Merrill and Bank of America, ensuring comprehensive financial solutions tailored to each client's unique needs. Susan's personalized approach, combined with her passion for helping others, sets her apart as a trusted financial advisor in Napa. Visit Merrill Lynch Wealth Management to start building a customized investment approach to pursue your financial goals.
Merrill Lynch Financial Advisor Kelly Engel
Merrill Lynch Financial Advisor Kelly Engel is a finance institution located at 700 Main Street, Napa, California, United States. With a focus on managing your wealth through a deep understanding of your financial situation, Kelly Engel can help create a flexible strategy tailored to your goals. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Kelly Engel offers personalized wealth management strategies to help you pursue your financial aspirations. Kelly Engel follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, a personalized plan can be built to center around your goals and aspirations. By utilizing the Investment Personality Assessment, Kelly Engel can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with what matters most to you.
Merrill Lynch Financial Advisor Renee McLeod
Merrill Lynch Financial Advisor Renee McLeod, located at 700 Main Street in Napa, California, is dedicated to helping you manage your wealth through personalized wealth management strategies. With a deep understanding of your financial picture, Renee can create a flexible strategy tailored to your goals and priorities, providing access to the investment insights of Merrill and the banking solutions of Bank of America. Renee believes in actively participating in the community and volunteers with local organizations. Through Merrill Personal Wealth Analysis™, Renee can help you build a personalized plan focused on achieving your goals. As your financial advisor, Renee prioritizes what matters most to you, whether it's funding your children's education, planning for retirement, or passing wealth to future generations. By providing transparency and simplicity to the complexities of investing, Renee aims to make wealth planning an exciting journey towards reaching your goals.
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