Financial planning, brokerage accounts and more.
As Your Hometown Bank, we believe in helping you achieve financial success. You can count on our financial advisor, Emily Adams, to provide you with personalized guidance and support to meet your investment needs to reach your financial goals.
Our Investment & Brokerage Services department of our Wealth Management division offers services for individuals, businesses and non-profit organizations, including:
- COMPREHENSIVE BASED FINANCIAL PLANNING
This type of planning may make sense if you are just beginning your career, want help managing your 401 (k), or seek guidance with specific areas of your financial plan yet want to manage your own investments. We offer guidance in the following areas:
- Estate Planning
- Tax Planning
- Retirement Planning
- Insurance Planning
- Education Planning
- Investment Planning
- General Planning
- INVESTMENT MANAGEMENT
There is no ‘one size fits all’ when it comes to investing. Our team helps you customize your approach to investing to fit your needs and meet your goals. We primarily utilize the following investment vehicles:
- Annuities
- Exchange Traded Funds (ETFs)
- Mutual Funds
- Educational Savings Accounts (529s)
- SEP IRAs
- Simple IRAs
- Roth IRAs
- Traditional IRAs
- Advisory Accounts
- Brokerage Accounts
- INSURANCE PLANNING
The world is full of risk. Instead of waiting for these risks to materialize, we plan proactively with our clients using some of the following risk management vehicles:
- Life/Long Term Care Hybrid Insurance
- Long Term Care Insurance
- Term Life Insurance
- Permanent Life Insurance
Securities and insurance products are offered through Cetera Investment Services LLC, Member FINRA & SIPC. Advisory services are only offered by Investment Advisor Representatives through Cetera Investment Advisors LLC. Neither firm is affiliated with the financial institution where investment services are offered.
