Our Sherman Oaks Branch is open! Come say HELLO to our team (Fiona, Jacklyn, Mojgan and Gary)!

We are located in Sherman Oaks, however it is on the border of Encino.

Through our platform of private wealth management, personal banking, and business banking services, we have established ourselves as one of the top financial firms in the country. We have accomplished this not only through a suite of services that is typically only available at large financial institutions, but through high-touch client service found at boutique firms. We believe this combination of comprehensive solutions and client care uniquely positions us to serve the financial needs of professionals, their businesses, and their families.

Through our platform of private wealth management, personal banking, and business banking services, we have established ourselves as one of the top financial firms in the country. We have accomplished this not only through a suite of services that is typically only available at large financial institutions, but through high-touch client service found at boutique firms. We believe this combination of comprehensive solutions and client care uniquely positions us to serve the financial needs of professionals, their businesses, and their families.

Through our platform of private wealth management, personal banking, and business banking services, we have established ourselves as one of the top financial firms in the country. We have accomplished this not only through a suite of services that is typically only available at large financial institutions, but through high-touch client service found at boutique firms. We believe this combination of comprehensive solutions and client care uniquely positions us to serve the financial needs of professionals, their businesses, and their families.

Beginning Monday, August 19 at 9 am, you can visit us for your banking needs at our temporary location: 

31565 Hilltop Blvd. Space C

Running Springs, CA 92382

Scheduled Power Outage Thursday, April 17th 8am - 2pm

A power outage is scheduled for this Thursday, April 17th, from 8am to 2pm. The Lucerne Valley team will be in the branch from 1:45pm to 5:15pm to service clients on the day of the outage.

• Meet your local bankers – Lauren, Maria, Tammy, Donna, Nicole, Christina, and Joshua.
• Free 24/7 access to your accounts via mobile banking, online banking, and bill pay, plus ATM fee reimbursement on any ATM nationwide up to $20 per transaction.
• Proud members of the Big Bear Lake Chamber of Commerce.
• Big Bear Visitors Center
• Proud supporters of Doves,&nbsp

Monday–Friday

9 am – 4 pm
4 pm – 5 pm: by appointment only

Current Hours:

9am - 10 am | 3pm to 4pm

For additional assistance, please visit our local branch in Rolling Hills Estates or call (424) 212-8009 or (424) 212-8000

• Our team is comprised of individuals with the knowledge, experience, and education to provide unique solutions to save our clients time, money, and provide peace of mind.
• Meet our team: Jason, Brenda, Liam, and Denise.
• Our team helps clients attain their objectives by understanding their financial needs, concerns, and challenges, while providing superior client service.
• We assist businesses and individuals with creating efficiencies in cash management, strategic development, and customized lending solutions for working capital, real estate, and other pur

Our Roseville branch specializes in serving you

• Meet your local bankers – Val, Alex, Pami, and Joshua.
• We know our clients by name and treat each client with attention and respect. 
• Building strong working relationships is our focus. Let us share our business solutions for positive growth.
• True Partnership – Small and medium businesses are an integral part of the communities we serve.