Financial Advice

Financial Advice from trusted LOCAL pros

Community First partners with The McBride Group and Golden State Wealth Management. Rock-solid advice and financial management. Global knowledge, with LOCAL perspective.

Wealth management is a particular specialty we weren’t satisfied we could offer in-house. So we looked for experienced LOCAL experts with the same ethics of a not-for-profit cooperative.  We found them! 

The McBride Group, a California Registered Investment Adviser firm, has been serving our Napa and Sonoma Members since 2014.

We watched and vetted these guys for three years. That’s dogged due diligence.

Here's a short video that explains what you can expect when you meet with The McBride Group.