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Investment Management Services

Investment Management Services

We are more than just a bank. Our team knows that by helping you accomplish your goals we are building stronger communities. With a knowledgeable staff and solutions for any need, your goals are within reach.
 

Creating Your Unique Path

  • Retirement Planning

    Whether you’re just starting to save for retirement, getting close or already retired, we can help you take control and enjoy the comfortable retirement you deserve.
  • 401(k) Planning

    We'll maximize the benefit of your 401(k) plans with intelligent strategies to manage and grow your assets with a personal touch that you'll appreciate.
  • Portfolio Management

    We bring personalized solutions for building and preserving wealth long term and then implement that strategy.

Powered by People

It is our philosophy, and we believe the only way to lead you down the right path is to get to know you, your family and your goals.
 
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Investments are: Not FDIC Insured. Not a Deposit. May Lose Value. Not Guaranteed by the bank. Not Insured by Any Federal Government Agency.