Investment Options

From traditional to Roth—with a wide range of funds, stocks, bonds and annuities—we’ll help you find the right accounts and services to provide for your retirement.

The cost of a college education is higher than ever and continues to climb. When the time comes, will you be ready? We can help you put together a workable plan.

Also known as equity-linked CDs or indexed CDs, these investment vehicles combine the long-term growth potential of stocks with the security of a traditional CD.

Annuities are insurance products that provide a steady stream of retirement income and can be structured to provide you with monthly, quarterly, annual or lump-sum payments.

Bonds can be an essential part of your portfolio by providing stability, security, tax savings and steady income.

You can instantly diversify your portfolio with mutual funds. By pooling with thousands of other investors, your money is spread across multiple investments, thereby reducing risk.

The higher return potential of stocks over the long term makes them a strong choice for your investment portfolio.

Give your portfolio the diversification of a mutual fund and the liquidity of a stock in a single investment.

We’ll work with you to select an investment program based on your situation and financial goals. Our managed money accounts can encompass every investment vehicle, such as mutual funds, stocks, bonds and exchange traded funds.

We’ve combined the investment opportunities of a brokerage account with the convenience of a checking account. Excess cash in your checking account is automatically swept into your chosen investment option on a daily basis.

Sometimes referred to as mutual funds for the bond world, unit investment trusts offer consistency and diversification along with lower management fees.