Best financial institution in Santa Rosa, California (CA) 2024

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We do all of our banking with Community First Credit Union, they're always great. Then they introduced me to Rich Ruybalid. Rich helped us refinance our first mortgage, and he helped us get our new Home Equity Line of Credit. Rich made the entire process very simple and trouble free. Rich told us what he needed and then he went to work getting it all done. His communication was excellent when they needed something he let us know and next thing we knew it was all done. Five stars all the way. ~Arthur

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A pretty good local bank that used to be Great. It is a bank, soo... I stopped banking here in the early 2000's when they sold my credit card account to another lender who sold it.... Exchange is still a good bank, but I prefer local/regional Credit Unions because they have over all better service, fewer fees and keep more of their money local. Exchange has lots of branches with this being the headquarters. These folks lot my faith when they damaged their endowment for the Doyle Scholarship program at SRJC due to poor investment in out of the area construction during the last Real Estate Bubble. They suspended the program for about six years. It is "recovering" now however. If you prefer banks to credit unions, this is good one. ~Sean

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