When it comes to your personal investments or a qualified plan for you and your employees, we can help.  Working directly with a Registered Investment Advisor Representative (advisor) produces an investment strategy custom tailored to your goals and objectives.  Dealing with some things over the phone is alright, we don’t think your investments should be one of them. With your convenience in mind, the Registered Investment Advisor Representative is also an employee of the bank.  Having an advisor here for you strengthens our commitment to deliver the quality service you have come to expect.   

Brokers charge a commission for each trade (investment purchase or sale), and to make money they need you to buy or sell an investment.  The investment advisory services are fee-based, what you pay is based on the value of your investments.  That means your advisor and you have the same objective, to grow your investments.  This also allows for taking a long term approach to investing.  Your advisor will not be calling you with the hot stock tip of the week or month.  The fee is based on the total amount of the client’s investments, and with a tiered fee structure the larger your investment balance the lower the fee. 

Individuals can expect to meet with their advisor at least annually, and your advisor is always available anytime you need them either in person or over the phone.  Think of the annual meeting as a planning check up to evaluate any events in your life that may have caused your investment objectives to change.  Since life doesn’t stay the same, neither should your investment strategy. 

Businesses will meet with their advisor at least annually to discuss changes that could impact the qualified plan’s design.  This way, as your business grows and your needs change your plan can grow with you.  Again, your advisor is always available over the phone or in person whenever you need them.
  
So call or stop in today to set up a meeting to discuss your investment needs with your advisor.

IMPORTANT INFORMATION ABOUT INVESTMENTS. NOT FDIC-INSURED. NO BANK GUARANTEE. MAY LOSE VALUE. NOT A DEPOSIT. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

Securities offered through Online Brokerage Services member NASD/SIPC.

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