california Date: 11-15-2025

Find the Best 13 Finance services in Napa, CA

Explore the most finance services in in Napa, CA. Compare customer reviews, locations, and services to find the right financial partner for your needs.

	Banking & Credit	Address
1	Edward Jones - Financial Advisor: Justin Gomez, CFP®\|CIMA®	1721 1st St, Napa, CA 94559
2	Edward Jones - Financial Advisor: John R Cowles	1834 Soscol Ave Suite B, Napa, CA 94559
3	Bernie Peacock - First Priority Financial, Inc.	700 Central Ave, Napa, CA 94558
4	Ron Herring, CRPS - UBS Financial Services Inc.	1455 First Street Napa Mall 145, 3rd Floor, Napa, CA 94558
5	Robert Lockhart - Raymond James	1700 Soscol Ave Ste 6, Napa, CA 94559
6	William J Hjerpe - Financial Advisor, Ameriprise Financial Services, LLC	1766 3rd St ste a, Napa, CA 94559
7	Merrill Lynch Financial Advisor Fatima Sosa Ortiz	700 Main St, Napa, CA 94559
8	Northwestern Mutual	575 Lincoln Ave #320, Napa, CA 94558
9	Napa NorCal Wealth Management Group - Morgan Stanley	700 Main St Suite 315, Napa, CA 94559
10	Merrill Lynch Financial Advisor Cynthia Voth	700 Main St, Napa, CA 94559
11	U.S. Bank – Wealth Management Banker: Samuel Rodriguez	880 Jefferson St, Napa, CA 94559
12	Edward Jones - Financial Advisor: Joseph Corsino, AAMS®	1300 Main St Suite 250, Napa, CA 94559
13	Rupa Jack - Morgan Stanley	700 Main St Suite 315, Napa, CA 94559

1.Edward Jones - Financial Advisor: Justin Gomez, CFP®|CIMA®

Address: 1721 1st St, Napa, CA 94559

(3) user ratings total:

Julia Rock Justin and Jennifer are both delightful to work with! Justin has managed our account for the past two years with great success. They follow up with us regularly and keep us informed as the market changes. The thoughtful cards and gifts they deliver throughout the year are a nice touch, Justin even delivered an apple pie to our house for July 4th! Investing can be overwhelming and scary but Justin Gomez makes it easy to understand and, even better make a nice return. Jennifer is incredibly helpful and friendly. We are so happy to be here!

5 /5

2.Edward Jones - Financial Advisor: John R Cowles

Address: 1834 Soscol Ave Suite B, Napa, CA 94559

(2) user ratings total:

Jacqueline Shapiro Excellent customer focus. Johns great listening skills provided me with excellent financial services that met my needs precisely. I highly recommend Johns financial expertise

5 /5

3.Bernie Peacock - First Priority Financial, Inc.

Address: 700 Central Ave, Napa, CA 94558

(2) user ratings total:

Joey G I have gotten many loans from Bernie over the past 20 years. New houses Ive purchased as well as re-finances. Before Bernie, Ive used several others but have never been back to them. After my first loan with Bernie, I never looked any further. I go to him every time. He knows what hes doing, hes totally honest, wont steer you wrong, and hes a great guy to sit and talk to. Hes the best.

5 /5