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Financial Services

Wealth Management Services You Can Trust

Are you managing your money wisely? Do you have a plan to grow your wealth? Are you taking the steps you need to so you can live the way you want in retirement? These are all important questions, and our Financial Services team at First Option Bank can help you find the right answers.

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Investment Services

Whether you want to supplement your income or develop a plan for your retirement, our team of professionals has you covered.

Develop Your Investment Strategy

Trust Services

Our professionals can handle trust administration, estate planning and agency accounts and walk you through each step of the process.

View Our Trust Services

Insurance Services

Our team of experts can help you find the right mix of insurance products so you have security to protect yourself and your family when something unexpected occurs.

Protect Yourself

Insurance and Investment Products are: Not a Deposit - No Bank Guarantee - Not Insured by FDIC or Other Government Agency

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