Exchange Bank offers full-service Trust and Investment services. 

Services you can trust.

Exchange Bank is one of the largest community bank trust departments in California with over $1 billion in assets under administration. Our team of experienced individuals is based here in Sonoma County, providing trust administration, estate settlement, retirement plan management and investment management. 

We combine our personalized trustee service with our fiduciary investment management to provide a comprehensive client experience.

Call us today to learn more about our Trust & Investment Management services.

Santa Rosa Office 707.524.3151

Roseville Office 916.782 .0123

Silicon Valley Office 650.548.3100

 

Trust and investment products are not FDIC insured. Not a bank deposit. Not insured by any federal government agency. No bank guarantee. May lose value.

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