At the Business Bank, our goal is to meet all of your financial needs by providing you with an extensive package of financial services. Through our affiliation with Community Bankers Securities, LLC, we offer a diverse array of investment products including:
Retirement/Savings Plans
- Individual Retirement Plans
- Traditional and Roth IRA's
- 401K Plans
- Lump Sum 401 K Rollovers
- 403b Plans
- SEP IRAs
- Profit Sharing Plans
- Defined Benefit Plans
- Deferred Compensation
- Executive Bonus and Split Dollar
- Life Insurance Plans
- COLI - Corporate owned life insurance
Educational Savings Plans
- College Savings Plans
- Educational IRAs
- Investments
- Mutual Funds
- Fee based Investment Management
- Stocks
- Bonds
- Money Managers
- Estate Planning
- Tax Planning
- Charitable Gifting
- Legacy Planning
- Wealth Transfer
- Annuities
- Life Insurance
- Term
- Key Man Insurance
- Buy Sell Agreements
- Cross sell Agreements
- Disability Insurance
Our Community Bankers Securities Consultant will help you develop an investment plan to meet your investment needs.
Securities are offered through Community Bankers Securities, LLC MEMBER FINRA/SIPC. Community Bankers Securities is not a bank or trust company and is independent of any financial institution. Securities (1) are not deposits of the institution; (2) not insured by the FDIC or any other government agency: (3) are not obligations of, or guaranteed by any financial institution; and (4) involve investment risk, including the potential for fluctuations in investment return and the potential loss of principal.
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