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Investment and Retirement

Investment and Retirement

Investing and retirement planning are two financial decisions that can have a huge impact on your life. We make this process simple and easy to understand.

Our team won’t provide one-size-fits-all answers. We map a path of investment strategies and saving options that help you reach your financial goals - including retirement, college savings and estate planning.

Let’s discuss your investment and retirement strategies.

Customized Investment Plans

Customized Plans For You

When you work with Premier Bank for your investments, you’ll get the customized advice you deserve. We seek to form meaningful client relationships.

You’ll appreciate an investment strategy that is unique to you. We take time to get to know your situation, your financial goals and then map out strategies to help turn your dreams into reality. You’ll gain the comfort of working with financial advisors that monitor your portfolio and are accountable for the recommendations they make to you.

Through our Wealth Services, you’ll have access to a wide array of wealth and investment management products and services including:
  • Mutual Funds
  • Variable Annuities
  • Fixed Annuities
  • Equity Index Annuities
  • Managed Money
  • Education 529 Plans

Retirement Strategies

Retirement Strategies

No matter where you are in your retirement journey, Premier Bank can help.

We believe successful retirement planning begins by evaluating your current situation. Once we understand where you are, we talk to you about where you want to go. By defining your goals, we can start to develop and implement a sound plan to achieve them.

Once we have developed a strategy, we review your portfolio regularly to ensure it matches your needs.
We offer the following planning services: 

Retirement Planning Products

Retirement Planning Products

Our retirement planning products included: 
  • Mutual Funds 
  • Variable Annuities 
  • Immediate Income Annuities 
  • Fixed Annuities 
  • Equity Index Annuities 
  • Managed Money 
  • Long Term Care Insurance 
  • Life insurance 

Talk to Us

If you need professional, experienced advice for investments or retirement, it’s as close as your local branch.

Contact a Wealth Professional

Helpful Links

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Premier Bank and Premier Wealth Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Premier Wealth Financial Services, and may also be employees of Premier Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Premier Bank or Premier Wealth Financial Services. Securities and insurance offered through LPL or its affiliates are: 
Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value