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Wealth Management

From Investment Management to Trust Services to Insurance, BankFinancial Wealth Management represents a more personalized, coordinated approach to your money and your life. Our professionals get to know you and your goals in a way that allows us to design unique, highly effective solutions for your needs today and your dreams down the road.

Goals, strategy & tactics

We've got them under our belt and are here to help you pursue your objectives (while taking into consideration a diverse range of investment options)!

Consider a Few of Our Wealth Management Services

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  Peace of mind

We work with customers to develop a long-term

plan that includes strategies ranging from investment management and

estate planning to trust administration and business succession planning.

Trust Services Overview

Here to help you do more!




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Trust: Now more than ever...

Personal financial management has never been more important.

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Trusted advice from qualified professionals

Dedicated to helping you build and manage investment portfolios specifically crafted around your goals. 

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Insurance plans tailored to you

Your needs for insurance evolve with your life. Through Financial Assurance, we will help you develop an insurance plan to fit your unique situation.
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We have job openings!

Apply online to join our team

we’d love to hear from you.