Financial and Banking

Avaunt LTD CPAS & Consultants

Avaunt means forward, and we like to think that it’s not only our name, but our message. As a CPA firm, we move forward by educating ourselves on the latest tax laws & rule changes, and we want to help you move your finances forward past the tax season, using all the information we know to keep you in financial good health.

Address

Phone

916-641-6990

Financial Consulting Services, Financial Banking Service, CPAs

2020 Hurley Way Ste 145 Sacramento, CA 95825

American River Bank

American River Bank is a regional bank serving Northern California since 1983. We give business owners more reach by offering financial expertise and exceptional service to complement a full suite of banking products and services. Our honest approach, commitment to community and focus on profitability is intended to lead our clients to greater success.

Address

Phone

916-851-0123

Bank

P.O. Box 276300 Sacramento, CA 95827-6300

Axianta Financial Partners, Inc.

We are defined by our name AXIANTA. “AXIA” is a Greek word meaning “strong, powerful, worthy, deserving, in keeping with, value and merit.” The suffix “nta” means “of heart, to serve and to give.” We are committed to maintaining the highest level of Service, Integrity, and Professionalism. Our Mission is to create wealth for families. We know and understand your financial situation and provide you with only the highest quality information and products to help you reach your financial goals.

Address

Phone

916-905-6090

Financial Consulting

1792 Tribute Road, Suite 455 Sacramento, CA 95815

Bank of America Corporation

Welcome to Bank of America, the nation’s leading financial institution and home for all of your personal financial needs.

Address

Phone

800-432-1000

Bank

Sacramento, CA

California Bank & Trust

California Bank & Trust is a commercial bank that specializes in turning business and individual dreams and goals into success stories by offering personalized service, knowledgeable bankers, and custom financial options.

Address

Phone

800-400-6080

Bank

California Bank & Trust P.O. Box 54040 Los Angeles, CA 90054-0040

Crowe Horwath

Crowe Horwath is a public accounting, consulting, and technology firm with offices around the world. Connecting deep industry and specialized knowledge with innovative technology, our dedicated professionals create value for our clients with integrity and objectivity. By listening to our clients, we learn about their businesses and the unique challenges they face. We forge each relationship with the intention of delivering exceptional client service while upholding our core values and strong professional standards. We invest in tomorrow because we know smart decisions build lasting value for our clients, people, and profession.

Address

Phone

916-441-1000

Consulting & Accounting Firm

Wells Fargo Center, 400 Capitol Mall #1400, Sacramento, CA 95814

Fedcorp Integrated Solutions

Financial Equipment & Data Corporation (FEDCorp) was started in 1998 when the need for a full-service provider of equipment and service in the funds transfer industry in the southeast was identified. Today, FEDCorp has a presence in Alabama, Mississippi, and Florida. Headquartered in Daphne, AL, with service centers in Birmingham, Montgomery, Hattiesburg, Pensacola, and Panama City, FEDCorp is positioned to be able to service its customers with quick response time and quality service.

Address

Phone

251-661-6286

ATM Solutions

2169 Stanton Rd. Suite 100 Daphne AL 36526

Five Star Bank

Five Star Bank was founded in 1999 by a group of local entrepreneurs who wanted to create the kind of personalized banking services they desired themselves – services inspired by partnership and defined by shared vision and goals. Today, 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.

Address

Phone

916-626-5000

Financial Banking

6810 Five Star Blvd # 100 Rocklin, California 95677

Golden 1 Credit Union

We are the sixth largest credit union in the U.S. with more than $10 billion in assets and over 750,000 members. We have more than 80 branches, 240 ATMs, and 30,000 surcharge-free network ATMs nationwide.

Address

Phone

916-732-2900

Credit Union

Golden 1 Credit Union P.O. Box 15966 Sacramento, CA 95852-0966

Greenhaven Capital Inc.

Green Haven Capital Inc. was established in March 2008 in Sacramento, CA. Our company has worked with some of the top mortgage and real estate professionals and our staff has over 20 years of combined experience. Green HavenCapital Inc. is a wholesale mortgage brokerage that works with some of the top lenders in the country. The company prides itself on its commitment to provide exceptional customer service and competitive financing solutions from experienced mortgage professionals. In this challenging market, we strive to stay on top of the changes and trends in our market to ensure that we are giving our clientele the best financing option we have available. Our goal is to make sure that every client receives a thorough evaluation and finds a tailored loan that best serves every specific need. We are currently licensed to do conduct business in CA, CO, UT, and MD.

Address

Phone

916-476-6507

Mortgage Loans & Real Estate

5890 S LAND PARK DRIVE SACRAMENTO, California 95822

Oak Valley Community Bank

Established in 1991, Oak Valley Community Bank was founded on the principles of relationship banking. Today the bank has grown to over $1 billion in assets and operates through 17 branches serving the counties of Sacramento, San Joaquin, Stanislaus, Tuolumne, Mono, and Inyo. From depository services to treasury management and commercial lending, Oak Valley offers a variety of solutions designed to meet all of your business banking needs – in one place – delivered by friendly, helpful, and local professionals.

Address

Phone

916-260-5810

Financial, Banking Services

455 Capitol Mall Ste 115 Sacramento, CA 95814

Principal Financial Group, Inc.

Our expertise spans the globe, but we’re bound by one common purpose: to give you the financial tools, resources and information you need to live your best life. Whether you’re looking to secure your own retirement or your clients’, we’ll work with you to find strategies that are right for you to help you meet your specific, long-term portfolio goals.

Address

Phone

800-986-3343

Financial Consulting

1478 Stone Point Dr # 390 Roseville, California 95661-2869

Prudential Advisors

The story of Prudential Advisors is as remarkable as the many generations that have turned to us to help them take control of their financial well-being. Through continuous innovation and adaptation, we have been there year after year to connect individuals and families with knowledgeable, caring financial professionals since 1875. If you are seeking financial guidance, or looking for a rewarding career as a financial professional, you have come to the right place.

Address

Phone

1-800-778-2255

Financial Consulting

Sacramento, CA

Safe Credit Union

SAFE Credit Union has served its members with integrity, exceptional service, innovative products, and progressive technology since 1940. During our 75-year history, we have grown from 10 founding members to more than 180,000 today who live and work throughout the Greater Sacramento region.

Address

Phone

916-979-7233

Bank

SAFE Credit Union 2295 Iron Point Road, Suite 100 Folsom, CA 95630-8765

Tri Counties Bank

Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ:TCBK) headquartered in Chico, California, providing a unique brand of customer Service with Solutions available in traditional stand-alone and in-store bank branches in communities throughout Northern and Central California. The Bank provides an extensive and competitive breadth of consumer, small business and commercial banking services easily accessed through its California communities branch network, advanced online and mobile banking, a nationwide network of over 25,000 ATMs, and bankers available by phone 7 days per week.

Address

Phone

530-898-0300

Bank

Tri Counties Bank 63 Constitution Drive Chico, CA 95973

Union Bank

Union Bank personal banking services are exclusively designed to meet your financial needs, because you deserve more.

Address

Phone

1-800-238-4486

Bank

Sacramento, CA

Wells Fargo

We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

Address

Phone

1-800-869-3557

Bank

Sacramento, CA

FOUNDING

CIRCLE OF EXCELLENCE SPONSORS

 Address. 2331 Alhambra Blvd, Suite 100, Sacramento CA 95817

Tel. 916.446.7883

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