Financial Banking

Bank of America Corporation

Industry Type

Financial Banking

Account Description

Bank of America is a global financial institution offering banking, investment, and lending services. It serves individual consumers, small businesses, and large corporations.

Company Address


Account Phone

916-861-9990

Website

https://www.bankofamerica.com
BOFA - Michele Breining

Industry Type

Financial Banking

Account Description


Company Address

2998 Douglas Blvd, Roseville CA 95661

Account Phone

916.312.1261

Website


BPM, LLP (Avaunt Ltd)

Industry Type

Financial Banking;Professional Services

Account Description

At BPM, our expertise is in providing solutions, but our greatest strength is our ability to see beyond the challenges to the people behind them. Our global team of over 1,000 professionals collaborates across industries, service lines and time zones to deliver exceptional experiences and results.

Company Address

1631 Alhambra Blvd Suite 130, Sacramento, CA 95816

Account Phone

(916) 641-6990

Website

www.bpm.com
Community West Bank

Industry Type

Financial Banking

Account Description

At Community West Bank, we believe that local deposits should work locally. Our territory has increased to 27 full-service Banking Centers located from Greater Sacramento to the north, throughout the San Joaquin Valley and west to the Coast. We invest in the communities and the relationships we serve - locally in our Greater Sacramento, Roseville and Folsom Banking Centers. We are the bankers you want on your side, providing the financing, services and trusted advice that businesses need to succeed. Our Sacramento Banking Center is located at 1435 River Park Drive, Suite 100 – Sacramento, CA 95815 Whitney Baugher – Vice President Banking | Center Manager (916) 235-4602 Kevin Phan - Senior Vice President | Market Manager (916) 235-4592 Bev Hoeft – Vice President | Community Outreach Officer (916) 622-3168 Member FDIC. Equal Housing Lender.

Company Address

1435 River Park Drive Suite 100 Sacramento, California 95815

Account Phone

(916) 622-3168

Website

www.communitywestbank.com
First Northern Bank

Industry Type

Financial Banking

Account Description

First Northern Bank is a community bank in Northern California offering commercial, agricultural, and personal banking services. It supports local businesses and communities.

Company Address

195 N 1st St, Dixon, California 95620-3025

Account Phone

+1.707.678.4422

Website

https://www.thatsmybank.com
Five Star Bank

Industry Type

Financial Banking;Banking

Account Description

Five Star Bank is a community bank headquartered in California that provides commercial lending and personal banking services. It supports small business growth and local development.

Company Address

3100 Zinfandel Dr Suite 100, Rancho Cordova, California 95677-2698

Account Phone

+1.916.626.5000

Website

www.fivestarbank.com
Golden 1 Credit Union

Industry Type

Financial Banking

Account Description

Golden 1 Credit Union is one of California’s largest credit unions. It offers banking, loans, and financial wellness services to individuals and families.

Company Address

8945 Cal Center Dr, Sacramento, California 95826-3239

Account Phone

+1.916.732.2900

Website

https://www.golden1.com
Goldenstone Wealth Management

Industry Type

Financial Banking

Account Description

Goldenstone Wealth Management is an independent investment management and advisory firm. Our Founders have an established track record of success helping clients meet their financial goals. We help grow and preserve wealth for individuals, business owners, and institutions, recognizing each client is unique. Driven by our mission and constant desire to exceed your expectations, we provide unbiased financial advice, custom-tailor portfolios, financial plans, and solutions appropriate for you.

Company Address

5179 Golden Foothills Parkway, El Dorado Hills, CA 95762

Account Phone

(916) 799-6527

Website

www.goldenstonewealth.com
Greenhaven Capital Inc.

Industry Type

Financial Banking;Real Estate

Account Description

Founded in 2008, the key to our success as a Sacramento mortgage broker has been a combination of consistently offering the lowest possible rates and fees along with giving our clients outstanding customer service. We at Green Haven Capital Inc. understand that finding the right mortgage can be a daunting task and we are here to help simplify the process and show you how quick and easy obtaining a mortgage can be. Whether you are experienced real estate investor or a first-time homebuyer, we are here to help navigate you through the process. Our staff is dedicated to assisting you in finding a solution that is best fit for you. Our highly trained staff is here to help educate our clients to make smarter decisions when it comes to mortgages. We make every effort to serve the unique needs of each individual client. Our team is dedicated to providing exceptional, personalized service and competitive pricing to save our neighbors both time and money. Green Haven Capital Inc. strives to build lasting relationships in our communities and ensure our customers receive the best possible results.

Company Address

5890 South Land Park Drive, Sacramento CA 95822

Account Phone

(916) 476-6507

Website

www.greenhavencap.com
Jeremy J. Wakamiya - Northwestern Mutual

Industry Type

Financial Banking;Insurance

Account Description

Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, we can help you identify your goals and dreams and develop a plan that addresses these needs to help you worry less about money and focus more on the things which matter most.

Company Address

2612 Mission Avenue, Carmichael CA 95608

Account Phone

916-589-6296

Website

www.jeremywakamiya.nm.com
Martinez Bookkeeping Services

Industry Type

Financial Banking;Human Resources;Professional Services

Account Description


Company Address

3531 Koso Street, Davis CA 95618

Account Phone

(916) 764-7347

Website

www.martinezbookkeeping.com
SAFE Credit Union

Industry Type

Financial Banking

Account Description

SAFE Credit Union is a Sacramento-based credit union providing personal and business banking services. It promotes financial wellness and community impact.

Company Address

2295 Iron Point Rd # 100, Folsom, California 95630-8767

Account Phone

(916) 971-8704

Website

https://www.safecu.org
US Bank

Industry Type

Financial Banking

Account Description

U.S. Bank provides a full range of financial services, including personal banking, lending, and wealth management. It supports individuals, businesses, and institutions across the U.S.

Company Address


Account Phone

(916) 498-3855

Website

https://www.usbank.com
Veritas Accounting

Industry Type

Financial Banking

Account Description

Network with other business owners and provide services as necessary to grow the business.

Company Address

2870 Golding Tailings Court Rancho Cordova, California 95670 United States

Account Phone

(916) 309-4342

Website

http://www.veritasacct.com
Wells Fargo

Industry Type

Financial Banking

Account Description

Wells Fargo is a diversified financial services company providing banking, investment, and mortgage products. It serves consumers and businesses across the globe.

Company Address

420 Montgomery St, San Francisco, CA 94104

Account Phone

(206) 292-3195

Website

www.wellsfargo.com