What are your wealth goals? How do you prefer to invest?
However you answer, you'll have access to flexible wealth planning and engagement options that fit with your life and preferences.
WHY CHOOSE US ?
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Your goals
Are you looking to plan for your retirement, save for your child’s education, or pay for a major purchase? Whatever your financial goal, our planning process will surely help you gain the clarity and confidence to take the next step.
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Our services
Consider how you want to grow and protect your assets with our wealth management strategies and services.
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What's special?
You come first. Our Wealth Management has built its reputation on prioritizing what's right for you.
FINANCIAL GOALS //
If you want to...
● Fund an education
● Protect your assets
● Save for retirement
● Preserve your legacy
● Work toward your goals
● Streamline family wealth
● Pay for a major purchase
We focus on your unique goals
Our Wealth Management will work with you to design a plan to help bring clarity to your financial life and the confidence to help you work toward achieving your goals, whether they’re big, small or somewhere in between. We provide comprehensive wealth management services including :
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Financial planning,
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Investment management,
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Trust and fiduciary services,
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Wealth management banking ...
Planning for retirement
How do you see your life in retirement? Realizing your vision starts with a clear plan. Your next step starts here.
Funding an education
You know how important education is for yourself and those you care about. Learn ways to start saving now that will make paying for those future education expenses easier.
Managing complex family wealth
Address complex needs for your family such as transfer assets to your loved ones, creating a succession plan for your family business, setting up a family charitable trust, managing family real estate and more.
Paying for life events and major purchases
Discover options for securing the funds you need to pay for life events, major purchases, and finance your dreams.
Protecting your financial security
Protect what you own and get the peace of mind that comes from knowing you’re covered.
Preserving your wealth
Preserve your wealth and your legacy through a wide variety of services such as estate planning and charitable and philanthropic giving.
Working toward your financial goals
When you work with a wealth management professional who can help you see a full view of your finances, the path to your financial goals becomes clear.
WEALTH MANAGEMENT SERVICES
Comprehensive suite of wealth management services
How can we help you?
Our investment choices may include mutual funds, fixed annuities, variable annuities, structured products and Investment Advisory accounts. Investment and Insurance products and services including annuities are:
WEALTH MANAGEMENT SUITE //
Achieve your wealth goals...
Wealth planning
Bring clarity to your financial life and gain the confidence to achieve what you want. Talk to us now to learn how we can help.
Automated Investor
Get personalized guidance from our smart robo-advisor, an Automated Investor. We’ll automatically invest, monitor and rebalance your account for you. Plus, you can talk to an investment professional whenever you have questions.
Brokerage accounts
A self-directed brokerage account from us gives you the control to manage your portfolio the way you want.
IRAs
It's easy for you to open and fund an Individual Retirement Account (IRA) through us. Whether you prefer investing on your own or want personal investment guidance, we have an option to fit your needs.
Investment management
How will you weather market unpredictability while keeping an eye on long term growth? Our Asset Management Group relies on data, disciplined processes, historical insights and current market dynamics to create investment strategies for all types of investors.
Business planning
As you grow your business, Business Owner Advisory Services from us can be your strategic partner to help it thrive.
Get the flexibility to invest your way
Personal guidance
Making sense of your finances is our starting point for your personalized guidance. Whatever your financial situation, we will tailor a strategy to help you work toward your financial goals.
Online investing
Whether you want an automated investment solution, or you prefer to build and manage your portfolio using our comprehensive suite of tools, we've got an online investing option for you.
Insights
Automated vs. human advisor: Which investment style is right for you?
You have options when it comes to managing investments.
Types of investors: Which are you?
People invest for different reasons and work in different ways to reach their goals.
Women and investing: How psychology plays a role
Although investing is a powerful way for women to increase their wealth and accomplish their financial goals, some hesitate to dive in.
Bank on the go.
A mobile app that’s designed with you in mind
Bank from almost anywhere with the Finansavings Mobile App.
- — Transfer between your accounts.
- — Deposit checks.
- — Manage and pay bills.
- — Send, receive and request money.
$0 Fee ATMs
Withdraw from any ATM and you don't have to worry about any charges.
Online Banking
Get the information and features you need to manage your money on your computer screen.
Get Started
24/7 Email Support
Contact us at support@finansavings.com and we’ll connect you with the right banker.