Weekly Article 07-18-2018 The big news this week seems to be the Trump/Putin meeting in Finland. While many are making a big deal about Mr. Trump’s comments I have a bit of a different take on this.…Read More
Cash Management & Borrowing
Tracking all of your spending, saving and borrowing as part of your overall financial planning in one place is not only convenient, it’s smart.
Financial planning is just as much about where you are today as it is about where you want to be tomorrow. That’s why we offer you a complete suite of cash management tools and borrowing options that give you the power to manage your day-to-day finances without disrupting your long-term financial plan.
You can enjoy all the features and convenience of a national bank with the personal service of someone you trust and who truly understands you and your financial goals.
It’s like having your bank and your investment firm in one place. In fact, that’s exactly what it is.