Financial Banking
Community West Bank
Industry Type
Financial BankingAccount Description
At Community West Bank, formerly Central Valley Community Bank we believe that local deposits should work locally. While our name has changed, our service remains unchanged in our commitment to provide relationship banking for business and personal customers. 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 Justin Valentine - Vice President, Relationship Manager/Lending - (916) 859-2552 Bev Hoeft – Vice President Community Outreach Officer – (916) 622-3168 Member FDIC. Equal Housing Lender. Learn more about us at www.cvcb.com.Company Address
1435 River Park Drive Suite 100 Sacramento, California 95815Account Phone
(916) 622-3168Website
cvcb.comEdward Jones- Francesca R.
Industry Type
Financial BankingAccount Description
I am a financial advisor offering trusted personalized guidance for wealth management, investment strategies, and financial planning. Your path to financial success starts here.Company Address
Account Phone
562-505-4590Website
https://www.edwardjones.com/Equity 123 Lending
Industry Type
Financial BankingAccount Description
Mai's long history as a tax and accounting professional allows her to go beyond the loan process. As an expert in taxes, bookkeeping, accounting, and financial management her clients not only get a great loan but one that fits into their long-term financial goals. As a Mortgage Loan Originator, she has built a reputation for being a creative critical thinker with sound judgment and strategic decision-making competencies. Mai and her family are community-minded and always striving to do what's best for those in need.Company Address
22512 Aliso Park Drive, Lake Forest CA 92630Account Phone
(916) 541-5405Website
https://www.equity123lending.com/maicha/Goldenstone Wealth Management
Industry Type
Financial BankingAccount 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 95762Account Phone
(916) 799-6527Website
www.goldenstonewealth.comGreenhaven Capital Inc.
Industry Type
Financial Banking;Real EstateAccount 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 95822Account Phone
(916) 476-6507Website
www.greenhavencap.comMartinez Bookkeeping Services
Industry Type
Financial Banking;Human Resources;Professional ServicesAccount Description
Company Address
3531 Koso Street, Davis CA 95618Account Phone
(916) 764-7347Website
www.martinezbookkeeping.comNorthwestern Mutual - Nitteayah Barfield
Industry Type
Financial BankingAccount Description
For years, we've helped families and businesses across Sacramento reach their financial goals. Our version of financial planning brings the right insurance and investment strategies together, so you can do the things that matter most, with the ones who matter most. And we'll be there to guide you every step of the way.Company Address
1425 Riverpark Dr., Suite 100 Sacramento CA 95815Account Phone
(916) 600-2902Website
https://www.northwesternmutual.com/office/ca/sacramento/20692045/Northwestern Mutual Wealth Management
Industry Type
Financial Banking;InsuranceAccount 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 95608Account Phone
916-589-6296Website
www.jeremywakamiya.nm.com