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Wealth Management

From Investment Management to Fiduciary Services to Insurance, BankFinancial Wealth Management represents a personalized, coordinated approach to your money and your life goals. Our professionals learn about your financial and life goals so we can design unique and highly effective solutions for your financial goals today and your dreams down the road.

Goals, Strategy & Tactics

We are here to help you pursue your life-based financial goals, taking into consideration a diverse range of investment options!

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  Peace of mind

We work with customers to develop a long-term

plan that includes investment management and

estate planning strategies along with trust administration and business succession planning.

Trust Services Overview

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Trust: Now more than ever...

Qualified investment advice 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.