Your commitment and success in attaining a distinguished financial position deserves respect. That's why we offer you exclusive access to one of our Private Bankers; you'll have more freedom to focus on business and more time to enjoy your personal life. Whether you prefer to work with us face-to-face, by phone, or even through the Internet, we'll build a partnership that allows you to achieve your specific goals.
Features:
- Convenient and personal meetings with a Financial Services professional who understands your financial needs.
- We'll meet with you in the privacy of your office or home either during or after business hours - even on weekends, if you prefer.
- With over $7 billion in assets, you're assured we will always bring maximum resources to the table .
Personal Loans & Credit Services
- Your established eligibility makes your loan process fast and easy.
- You have access to whatever loan products suit your needs, including home equity, personal, automobile, investment loans, stock option loans, and expansion or purchase of business or practice loans.
Full-service Brokerage Services
- Competitive commission rates, investment counseling and management, self-directed retirement plans, annuities and mutual funds.
- Preferred Investment Services.
Real Estate Lending
- Special real estate loans, including three-year, five-year and seven-year balloon notes, as well as a variety of interest only products tailored to fit your specific needs.
- You can access funds for many real estate activities from primary mortgages and vacation homes to business and investment properties, or bridge or construction loans.
- You can even access loans for relocation services.
Private Banking Trust Services
- Constantly changing tax regulations and investment options for trusts require a professional eye when it comes to personal or corporate trusts. And your Private Banker has the qualifications and experience to help you determine your trust needs.
- You can also receive assistance with estate planning, living trusts, investment management programs, custodianship, employee benefit trust administration or specially customized trust plans
Deposit and Transaction Account Options
- As a Private Banking client, you'll receive outstanding personal checking, savings, and money market accounts.
- We also offers Business Services including: checking, savings, CDs, and cash management services, Travelers Cheques and worldwide ATM access for a minimal fee.
To find out more about Private Banking, call or visit the First Bank location nearest you.
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