Banks & Credit Unions in Santa Rosa, CA

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Bank Branches and ATMs in Santa Rosa, CA

Bank of the West
5 out of 5
Location 2801 4th St, Santa Rosa, CA 95405, USA
Phone (707) 526-4044
Directions
Poppy Bank
4 out of 5
Location 438 1st St #100, Santa Rosa, CA 95401, USA
Phone (707) 636-9010
Directions
Poppy Bank
Location 1401 Fountaingrove Pkwy, Santa Rosa, CA 95403, USA
Phone (888) 636-9994
Directions
Westamerica Bank
3 out of 5
Location 111 Santa Rosa Ave, Santa Rosa, CA 95404, USA
Phone (707) 576-3600
Directions
Exchange Bank
4 out of 5
Location 545 4th St, Santa Rosa, CA 95401, USA
Phone (707) 524-3301
Directions
Mechanics Bank - Santa Rosa Branch
4 out of 5
Location 201 3rd St, Santa Rosa, CA 95401, USA
Phone (707) 591-8000
Directions
Exchange Bank
4 out of 5
Location 400 Dutton Ave, Santa Rosa, CA 95407, USA
Phone (707) 524-3033
Directions
Directions
Westamerica Bank
4 out of 5
Location 2498 Guerneville Rd, Santa Rosa, CA 95403, USA
Phone (707) 576-3694
Directions
Chase Bank
4 out of 5
Location 2300 Sonoma Ave, Santa Rosa, CA 95405, USA
Phone (707) 576-3063
Directions
Chase Bank
3 out of 5
Location 2700 Yulupa Ave, Santa Rosa, CA 95405, USA
Phone (707) 523-1884
Directions
Chase Bank
3 out of 5
Location 2245 Mendocino Ave, Santa Rosa, CA 95403, USA
Phone (707) 525-5060
Directions
Bank of Marin
5 out of 5
Location 50 Santa Rosa Ave, Santa Rosa, CA 95404, USA
Phone (707) 508-3377
Directions
Exchange Bank
5 out of 5
Location 2416 Montgomery Dr, Santa Rosa, CA 95405, USA
Phone (707) 524-3022
Directions
Exchange Bank
4 out of 5
Location 1300 Guerneville Rd, Santa Rosa, CA 95403, USA
Phone (707) 524-3055
Directions
Alta Pacific Bank
5 out of 5
Location 4845 Old Redwood Hwy, Santa Rosa, CA 95403, USA
Phone (707) 236-1500
Directions
Wells Fargo Bank
3 out of 5
Location 2759 4th St, Santa Rosa, CA 95405, USA
Phone (707) 508-3750
Directions
Umpqua Bank
2 out of 5
Location 801 4th St, Santa Rosa, CA 95404, USA
Phone (707) 236-1350
Directions
Wells Fargo Bank
3 out of 5
Location 200 B St Ste 100 Fl 1, Santa Rosa, CA 95401, USA
Phone (707) 584-3110
Directions
Wells Fargo Bank
4 out of 5
Location 1799 Marlow Rd, Santa Rosa, CA 95401, USA
Phone (707) 523-0919
Directions
Redwood Credit Union
4 out of 5
Location 1205 N Dutton Ave, Santa Rosa, CA 95401, USA
Phone (707) 545-4000
Directions
Private Bank, Bank of America
4 out of 5
Location 10 Santa Rosa Ave Suite 200, Santa Rosa, CA 95404, USA
Phone (707) 525-2120
Directions
Patelco Credit Union
4 out of 5
Location 1965 Cleveland Ave, Santa Rosa, CA 95401, USA
Phone (800) 358-8228
Directions
American River Bank
Location 90 E St # 110, Santa Rosa, CA 95404, USA
Phone (707) 528-6300
Directions
Bank of America Financial Center
4 out of 5
Location 10 Santa Rosa Ave, Santa Rosa, CA 95404, USA
Phone (707) 525-2223
Directions
Bank of America Financial Center
2 out of 5
Location 2420 Sonoma Ave, Santa Rosa, CA 95405, USA
Phone (707) 547-2827
Directions
First Republic Bank
4 out of 5
Location 640 3rd St, Santa Rosa, CA 95404, USA
Phone (707) 544-8881
Directions
Summit State Bank
4 out of 5
Location 500 Bicentennial Way, Santa Rosa, CA 95403, USA
Phone (707) 568-6000
Directions
Luther Burbank Savings
2 out of 5
Location 500 3rd St, Santa Rosa, CA 95401, USA
Phone (707) 578-9216
Directions
Banks in Santa Rosa, CA

Where Santa Rosa, CA Banks & Credit Unions Serve

Santa Rosa, CA is a vibrant city in Sonoma County, known for its stunning natural beauty and rich cultural heritage. Landmarks like the Luther Burbank Home & Gardens and the Charles M. Schulz Museum pay homage to the city's famous residents, while the Santa Rosa Plaza and Montgomery Village offer top-notch shopping and dining experiences. The city is home to major employers like Kaiser Permanente and Sutter Health, and is conveniently located near major highways like the US-101 and CA-12. Neighborhoods like Rincon Valley and Bennett Valley offer a mix of suburban charm and city convenience, while the historic Railroad Square district boasts some of the city's most unique shops and restaurants. With its blend of natural beauty, cultural richness, and economic opportunity, Santa Rosa is a true gem of the North Bay.

Santa Rosa, CA Banking Related Services

Insurance Broker

Residents of Santa Rosa, CA can benefit greatly from the services of an insurance broker. With the high risk of wildfires in the area, an insurance broker can help homeowners find the best coverage for their properties. Additionally, an insurance broker can assist residents in finding affordable health insurance options, which is especially important given the high cost of living in the area. Furthermore, an insurance broker can help local businesses navigate the complex world of commercial insurance, ensuring that they are properly covered in case of any unforeseen events. Overall, an insurance broker can provide peace of mind to Santa Rosa residents by helping them find the best insurance options for their unique needs.

Retirement Planning

Residents of Santa Rosa, CA can benefit greatly from the expertise of a retirement planner. One of the most common ways that a retirement planner can help is by creating a customized retirement plan that takes into account the specific needs and goals of each individual. With the cost of living in Santa Rosa being higher than the national average, it's essential to have a retirement plan that factors in the potential expenses of living in the area. A retirement planner can also help residents navigate the complexities of Social Security and Medicare, ensuring they are maximizing their benefits. Additionally, with the recent wildfires and other natural disasters that have affected the area, a retirement planner can help residents create a contingency plan to ensure they are financially prepared for unexpected events. Overall, a retirement planner can provide invaluable guidance and support to Santa Rosa residents as they navigate their retirement years.

Wealth Management

Residents of Santa Rosa, CA could benefit from the expertise of a wealth manager in a variety of ways. One specific area where they could be helped is in navigating the local real estate market. Santa Rosa is known for its high cost of living and competitive housing market, which can make it difficult for residents to make informed decisions about buying or selling property. A wealth manager can provide valuable insights into the local market, help clients develop a long-term real estate strategy, and assist with financing options. Additionally, a wealth manager can help residents of Santa Rosa manage their investments, plan for retirement, and navigate tax laws to maximize their financial success. By working with a wealth manager, residents of Santa Rosa can feel confident in their financial decisions and achieve their long-term goals.

Financial Advisor

Residents of Santa Rosa, CA can benefit from the guidance of a financial advisor in several ways. With the cost of living in Santa Rosa being higher than the national average, a financial advisor can help residents create a budget and identify areas where they can save money. Additionally, Santa Rosa is prone to natural disasters such as wildfires, which can have a significant impact on personal finances. A financial advisor can help residents prepare for these events by creating an emergency fund and reviewing insurance policies. Furthermore, Santa Rosa is home to many retirees, and a financial advisor can assist them in creating a retirement plan that ensures they have enough money to live comfortably in their golden years. Overall, a financial advisor can provide invaluable support to Santa Rosa residents in navigating their finances and achieving their financial goals.

Mortgage Loan Officer

Residents of Santa Rosa, CA can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents secure a mortgage loan to purchase a home or refinance an existing mortgage. In a city like Santa Rosa, where the cost of living is relatively high, a mortgage loan officer can help residents navigate the complex process of securing a loan and find the best possible terms. Additionally, a mortgage loan officer can provide guidance on the various types of loans available and help residents choose the one that best suits their needs. With the help of a mortgage loan officer, residents of Santa Rosa can achieve their dream of owning a home in this beautiful and vibrant city.

Tax Services

Residents of Santa Rosa, CA can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can assist residents is by helping them navigate the complex tax laws and regulations unique to California. For example, Santa Rosa residents who own property may need guidance on how to properly deduct property taxes and mortgage interest on their state tax returns. Additionally, tax advisors can help residents identify deductions and credits they may be eligible for, such as those related to wildfire recovery efforts that have affected the area in recent years. With the help of a tax advisor, Santa Rosa residents can ensure they are maximizing their tax savings and avoiding costly mistakes.

Estate Planning Lawyer

Residents of Santa Rosa, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist Santa Rosa residents is in creating a comprehensive estate plan that outlines how their assets will be distributed after their death. With the high cost of living in Santa Rosa, many residents have accumulated significant assets over their lifetime and want to ensure that their loved ones are taken care of. Additionally, an estate planning lawyer can help Santa Rosa residents navigate the complex probate process, which can be especially important in California where the probate process can be lengthy and expensive. By working with an estate planning lawyer, Santa Rosa residents can have peace of mind knowing that their assets will be distributed according to their wishes and that their loved ones will be taken care of after their passing.

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