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Investment Services

The investment professionals at First Option Bank offer a wide range of products and services designed to suit your needs, whether you’re just starting out or seeking to further develop your investment portfolio. We offer personalized, one-on-one service to help you create a strategy designed to meet your specific investment objectives and needs.

Call today to schedule a free consultation as the first step towards your financial success!

 

Retirement Plans

It’s never too early to think about retirement planning. Our investment professionals can help you understand retirement funding options and create a plan to assist you in achieving your retirement goals.

You don’t need a lot of money to get started, it’s most important to develop your strategy and get started today. Schedule an appointment for a free consultation and let us help make those retirement dreams come true!

 

Employer Sponsored Retirement Plans

Initiating an employer sponsored retirement plan is a great way to retain your valuable employees. This benefit can offer your employees a way to save automatically and it may provide tax breaks for them as well as your business.

 

Education Savings Plans

529 Plans vs. Coverdell Education Savings. Which option is right for you? Call to schedule an appointment today and let our investment professionals help you review the alternatives and find the right education savings plan for your family’s needs.

 

UGMA/UTMAs

The UGMA (Uniform Gift to Minor’s Act) and UTMA (Uniform Transfer to Minor’s Act) are custodial accounts used to hold and protect assets for minors until they reach the age of majority. These accounts may be used as an education savings plan, but there are no restrictions on how the money is spent.

Give us a call today to discuss how these accounts may fit into your financial plan.

Trust Services
Insurance
Insurance and Investment products are:
Not a Deposit – No Bank Guarantee – Not insured by FDIC or other Government Agency