ABOUT US Us
Over the years, our bank focus on exceptional, relationship-based service and consistent leadership has led to continuous growth and profitability.
Founded in 1985, our bank specializes in delivering exceptional, relationship-based service, with a solid commitment to responsiveness and action. Services are offered through preferred banking or wealth management offices primarily in San Francisco, Palo Alto, Los Angeles, Santa Barbara, Newport Beach, San Diego, Portland, Palm Beach, Boston, Greenwich, and New York City.
We provide a complete line of banking products for individuals and businesses, including deposit services, as well as residential, commercial and personal loans.
Investments
80%
Loans
90%
Wire Transfers
80%
Insurance Services
100%
Our Services
Whether you are opening your first bank account or have managed a checking account for years, we will provide you with different types of banking services available.
Individual Banking
We offer a variety of services to assist individuals in managing their finances.
Business Banking
We offer financial services for business owners who need to differentiate professional finances.
Digital Banking
You can manage your finances online from your computer, tablet, or smartphone.
Loans
Loans are a common banking service we offer, and they come in all shapes and sizes.
193
Employees
70+
Locations
91
Awards
35K+
Clients
Why Choose Us?
At our bank your business is not just a transaction, it’s a relationship. You aren’t just an account, you are an individual with unique goals who deserves a tailor-made solution.
Dedicated Consultants
We believe that a single point of contact provides for a highly effective engagement to address your financial needs.
MEET TEAM
Success Guaranteed
Open architecture platform to access the best investment solutions that are suitable for your needs. We will help you grow.
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Personal Approach
Our approach to addressing your unique needs ensures that solutions make sense for your individual situation.
WHY CHOOSE USClient Testimonials
Here you can find what clients say about us
“My experience with this bank has been exceptionally good. Everything is always done in a timely manner, and the employees are a joy to work with. I would highly recommend this bank to anyone and everyone. Great people!”
Susan Wilson
Customer Client
“Through the good years and the bad, this bank has always been there for me ready to help. It is special to walk in and be greeted by name. Even more special to be treated with respect and gratitude.”
Keith Kim
Customer Client
“I have been a customer of this bank since before they opened the branch in my city. It is fun to deal with people who know you by name and treat you like family. I always look forward to stopping in to visit with my friends at the bank.”
Patrick Clark
Customer Client
Banking on a personal level. Outstanding customer service tailored to each individual and people who know you by name.
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