• FINANCIAL SERVICES

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    Porter, Ritchie & Associates Ameriprise Financial Services, LLC
    A private wealth advisory practice of Ameriprise Financial Services, LLC
    44 Montgomery Street, Ste. 3100
    San Francisco, CA 94104
    Aurora Payments
    TRUSTED LEADER IN PAYMENT SERVICES, SOLUTIONS, & SUPPORT.
    LMS Bookkeeping
    As a small business owner you have more important things to do than bookkeeping.
    Tri Counties Bank
    Tri Counties Bank provides a unique brand of Service with Solutions® offering a breadth of personal, small business and commercial banking services to communities throughout Northern and Central CA.
    819 4th Street
    Santa Rosa, CA 95404
    ADP / Humano
    Simplify HR and payroll with software and services designed for your construction business. Damon Moore is a Marin-native small business specialist who specializes in working with contractors.
    Applied Financial Services, Inc.
    Applied Financial Services, Inc. provides customized, personalized bookkeeping and *accounting services for for-profit businesses and nonprofit organizations in Marin and the Bay Area.
    P.O. Box 3002
    Novato, CA 94948
    Lindsay Moon, Licensed Mortgage Broker, Searchlight Lending
    As both a licensed broker and builder, Lindsay Moon, (DRE #02087248, NMLS #1918146) brings great home & construction knowledge to the Searchlight Team.
    1300 4th Street
    San Rafael, CA 94901
    Orlando Diaz, Senior Loan Consultant, Guarantee Mortgage
    Mortage Lender for Residential and Commercial Properties
    NMLS #238849
    CAL-BRE #1475255
    300 Tamal Plaza, Ste. 250
    Corte Madera, CA 94925
    Supreme Lending
    Established in 1999, Supreme Lending is a full service mortgage lender.
    1058 Redwood Highway, Frontage Road
    Mill Valley, CA 94941
    Michael McIlrath, Reverse Mortgage Professional, American Advisors Group, NMLS# 895567
    American Advisors Group (AAG) is the No. 1 Home Equity Conversion Mortgage (HECM) Lender in America
    San Francisco Bay Area
    Meredith P. Jensen  -  Morgan Stanley Wealth Management
    Meredith brings two decades of investment experience to Morgan Stanley Wealth Management and provides bespoke financial solutions to a diverse group of families, individuals and entrepreneurs.
    750 Lindaro Street
    San Rafael, CA 94901
    Framework Organizational Development
    Framework Organizational Development helps business owners run their company intelligently by using data, leading activity metrics and clean financial statements.
    BBSI (Barrett Business Services, Inc.)
    Business Prosperity through People, Process, and Profitability.
    Payroll, workers’ compensation, HR, risk, and business consulting services designed to help you and your business prosper.
    555 Gateway Dr. #100
    Napa, CA 94558
    CLA (CliftonLarsenAllen LLP) Novato
    A CPA firm with reliable advisors who understand construction is a valuable business asset. CLA considers the unique financial, tax, operational, and strategic needs of construction companies.
    7595 Redwood Blvd., Ste. 203
    Novato, CA 94945
    Exchange Bank
    Exchange Bank was founded in 1890 by father and son Manville and Frank Doyle. Since its inception, Exchange Bank has played an integral role in the vitality and prosperity of the communities we serve.
    Multiple Branches
    North Bay
    Treacy Group
    An alliance of licensed multi-disciplined companies.
    Construction - Consulting - Real Estate - Investment

    100 Shoreline Hwy, Bldg B, Ste 100
    MIll Valley, CA 94941
    River City Bank
    With assets of almost $3.2 billion, River City Bank is not only the Sacramento region’s premier business bank, we are also its largest.
    775 Baywood Drive, Ste. 100
    Petaluma, CA 94954
    P.O. Box 1629
    San Anselmo, CA 94979
    748 Pomona Ave.
    El Cerrito, CA 94530
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