7700 Mineral Point Road
BANKERS' WEALTH MANAGEMENT OFFERINGS
With proven success strategies and a hand-in-hand partnership, we foster a joint commitment to making a wealth management program core to your bank's offerings. Our 28 plus years serving community banks allows us to bring insights and expertise to the wealth management needs of your clients.
Building on a history of nearly three decades, Bankers' Financial Services Network's sole focus is to provide resources, scale, and specialized expertise to grow community bank wealth management programs.
Bankers' Bank Insurance Group provides specialized insurance-based strategies and expertise to help bank clients achieve their identified financial goals and implement appropriate levels of risk protection.
Bankers' Wealth Partner Strategies advisors assist community banks in addressing the sophisticated needs of their high net worth individuals and families.
Bankers' Retirement Partners can help guide your community bank and bank clients by focusing on 401(K) strategies that suit the needs of your employees and clients.
Bankers' Digital Wealth Solutions offers a turnkey, digital wealth management platform that can help you compete in today's technology-driven environment and enhance the services available to your client base.
* Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value