Log In Locations/ATMs Español Search Personal Business Trust & Investment About Retirement Accounts and Plans Business Retirement Plans Are you the owner or decision maker for a local business? Whether your company is looking to install a new retirement plan or to upgrade an existing one, your employees can benefit from a partnership with Exchange Bank. Allow Exchange Bank to take the guesswork and liability out of being a plan sponsor so that you can focus on the other areas of your business. We provide the expertise you need in every area of plan administration: Plan design Investment menu creation Employee education As a discretionary or non-discretionary trustee, we offer a simplified and cost-effective retirement plan platform that includes investment services without the need for middlemen or expensive insurance and investment products. Our services can be utilized as a stand-alone service or coordinated with your current third party administration firm. Exchange Bank can help make your employees’ retirement dreams into reality. Exchange Bank is a trusted partner for your retirement planning needs. Individual Retirement Plans You have worked diligently to create a retirement savings for your future. Preserve, manage and grow your investment by working with an investment manager you can trust. Exchange Bank provides management for the following types of individual retirement accounts: IRA Rollovers Traditional IRAs Roth IRAs Simplified Employee Pension (SEP) IRAs Our managed IRA program implements our standard Investment Management approach centered around asset allocation, diversification and low cost investment vehicles. Because we are an investment fiduciary, we always put your interests first and never accept commissions or hidden compensation of any kind. We work with you to build a portfolio tailored to fit your risk tolerance and goals and offer periodic rebalancing, which means your account will continuously stay on target. Our Services Trust Administration Investment Management Estate Settlement Contact Us Meet Our Team Our team is comprised of a group of certified individuals in the areas of trust administration, estate settlement, retirement plan management and investment management. With combined financial experience of over 250 years, our team has the capacity and expertise to provide personal services tailored to your financial needs. We have offices located in Santa Rosa, Roseville and Silicon Valley. Meet Our Team Deposit and loan products are offered by Exchange Bank, Member FDIC and Equal Housing Lender. Trust and investment management services are offered by Exchange Bank Trust and Investment Management. Exchange Bank investment products are: Not a deposit Not FDIC insured Not guaranteed by the Bank Not insured by any federal government agency May go down in value Always consult with your independent attorney or tax advisor before making any tax-related financial decision, or changing or implementing any financial, tax or estate planning strategy. Learn more About us Careers News Room Privacy & Security Financial Calculators Locations Coronavirus Info Contact Click here to see our Investor Relations Give Feedback Wildfire Info Privacy Security © 2007-2021 Exchange Bank. All Rights Reserved. Phone (707) 524-3000 or (916) 771-5262 This site contains links to other web sites, in order to assist users in locating and accessing information that may be of interest. Exchange Bank does not warrant linked sites for any purpose. Further, the inclusion of a link to another site does not constitute an endorsement by Exchange Bank of the site, its owner(s) or any products or services advertised on the linked site. Routing #: 121101985 Facebook Twitter Linked In Cookie Policy. eb logo on Performance cookies eb logo on 3rd party cookies