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Investment Services

Grow Your Wealth and Save For Retirement

It’s never a bad time to think about the future of your finances. First Option Bank specializes in helping you create that plan, whether it’s adding to your investment portfolio or opening an account that allows you to save more effectively for retirement. Our team provides one-on-one service to help you create an investment portfolio that matches your goals.

We offer several options for you to choose from if you’re interested in saving to live comfortably in retirement.

  • Employer Sponsored Retirement Plans
  • 529 Education Savings Plan
  • Coverdell Education Savings Account
  • Uniform Gift to Minors Act (UGMA) Custodial Account
  • Uniform Transfer to Minors Act (UTMA) Custodial Account

Agency & Custody Agreements

Maintain full control over your assets while we manage the day-to-day items. We'll handle the record keeping, collection, disbursement of income and tax document preparation according to your wishes. Whether is a personal or corporate account, we'll help you save time and handle all aspects of your account's management.

Sit Down with Our Investment Professionals

If you’d like to learn about the benefits of the accounts we offer, or to find out how we can help create an investment strategy for you, contact us to schedule a free consultation.

Schedule Your Consultation

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

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