Exchange Bank of Santa Rosa California (EXSR)

Overview

Exchange Bank, headquartered in Santa Rosa, California, has been catering to the needs of individuals and businesses since its inception in 1890. As a subsidiary of the Frank P. Doyle Trust, Article IX, the bank extends its services through a comprehensive portfolio of commercial and retail banking products. Its client base spans across California, benefiting from the bank's commitment to supporting the financial needs of the community it serves. Over the years, Exchange Bank has built a reputation for delivering personalized banking solutions and fostering economic growth within California.

Products and Services

The services offered by Exchange Bank are meticulously designed to meet the broad spectrum of its clients' needs, ranging from personal banking essentials to complex business and agricultural financial services.

• Personal Banking Products and Services: Offering foundational banking solutions like checking and savings accounts, Exchange Bank ensures its clients can manage their finances with ease. The bank also provides comprehensive loan options, including home loans, personal lines of credit, unsecured personal loans, and auto loans, thus addressing various personal financing needs. Overdraft line of credit accounts and community rebuild loan programs further exemplify the bank's commitment to personal financial support.
• Business Banking Products and Services: Tailored to support business operations and growth, Exchange Bank's services include business checking and savings accounts, merchant services, and business equipment leasing. Financing solutions such as commercial real estate and construction loans, business term loans, lines of credit, and SBA loans cater to businesses at different stages of development. Specialized offerings like vineyard, winery, and agricultural loans highlight the bank's expertise in local industries.
• Debit and Credit Cards: To facilitate secure and convenient transactions for both personal and business clients, Exchange Bank offers a range of debit and credit card options.
• Online and Mobile Banking Services: Embracing digital convenience, the bank provides online and mobile banking solutions, enabling clients to manage their finances anytime, anywhere.
• Trust Administration, Investment Management, and Estate Settlement Services: For clients seeking expertise in managing their wealth, Exchange Bank delivers a suite of services in trust administration, investment management, and estate settlement, alongside retirement accounts and plans to ensure a secure financial future.