Let's Write the Next Chapter
of Your Success Story
At BankFinancial, our aim is to help you position yourself for the next level of financial achievement — and to guide you in writing the next chapter of your success story. We take a more personalized, coordinated approach to your money and your life.
Our Wealth Management brings you Portfolio Management, Fiduciary Services and Insurance Capabilities.
Our services include:
- Investment Management
- Income Solutions
- Retirement Planning and IRA Rollovers
- Business Succession Planning
- Estate Planning
Our dedicated Wealth Advisors help individuals and business owners plan, build and manage investment portfolios specifically around your goals and your tolerance for risk and reward.
We invite you to contact your BankFinancial Wealth Advisor at any time with questions and schedule a personal, in-branch consultation.
To schedule your one-on-one appointment, please contact:
Not FDIC Insured / May Lose Value / Not Financial Institution Guaranteed / Not A Bank Deposit / Not Insured By Any Federal Government Agency