Savings Accounts
Types of Accounts
- ✓ Basic Savings Account - Perfect for everyday savings with competitive interest rates
- ✓ High-Yield Savings - Earn premium interest on balances over $10,000
- ✓ Youth Savings - Special accounts designed for customers under 18
- ✓ Senior Savings - Accounts tailored for customers 65+ with additional benefits
Benefits
- ✓ FDIC insurance up to $250,000 per depositor
- ✓ No monthly maintenance fees with minimum balance
- ✓ 24/7 online access to your accounts
- ✓ Automatic savings plans available
Loans & Mortgages
Personal Loans
- ✓ Debt consolidation loans with competitive rates
- ✓ Home improvement financing
- ✓ Medical expense loans
- ✓ Vacation and special occasion financing
Mortgage Options
- ✓ Fixed-rate mortgages (15, 20, and 30 year terms)
- ✓ Adjustable-rate mortgages
- ✓ FHA and VA loan programs
- ✓ Jumbo loans for high-value properties
Investment Solutions
Retirement Planning
- ✓ Traditional and Roth IRA accounts
- ✓ 401(k) rollover assistance
- ✓ Annuity options for guaranteed income
- ✓ Social Security optimization strategies
Investment Accounts
- ✓ Brokerage accounts with low commission fees
- ✓ Education savings plans (529 accounts)
- ✓ Managed portfolio services
- ✓ Sustainable and ESG investment options
Financial Planning
Personalized Advice
- ✓ One-on-one consultations with certified financial planners
- ✓ Comprehensive financial health assessments
- ✓ Tax-efficient investment strategies
- ✓ Estate planning guidance
Financial Goals
- ✓ Home ownership planning
- ✓ College funding strategies
- ✓ Wealth preservation techniques
- ✓ Business succession planning
