Skip to content

In honor of Veterans Day, all of our locations will be closed on Tuesday, Nov. 11. 

Plan Today. Protect Tomorrow. Attend an Educational Estate-Planning Seminar

Get Started 863-222-7005

Financial Services

Achieve a bright financial future.

Explore your investment options.

investment_crews-2

Enjoying a secure financial future all comes down to making mindful decisions today.

We get to know you and your dreams before pursuing your financial goals together. Then we help you secure your future by fitting our investment services to your needs. We’ll help you understand all the options available to you for managing your personal, family or business finances. 

No matter what your personal or business goals may be, we are here to help:

  • Retirement Planning
  • Education Planning
  • Mutual Funds
  • Tax Deferred Annuities
  • Life Insurance
  • Stocks and Bonds
  • 401(k) Rollover and IRAs
  • Long Term Care Insurance
  • Building Wealth

Wealth Management Services

We’re here to help you achieve your financial goals, whatever they may be.

Learn More

IRAs

Individual Retirement Accounts (IRAs) are probably the most widely recognized tax-advantaged plans.

Learn More
20190306-DSC06120

Invest in a better banking experience with Crews Bank & Trust.

Get Started

Blog

On Our Minds

Bar graph from 1800 - 2025 showing how the biggest sector in the U.S. market has changed over time.
Chart of the Day

Chart of the Day: Evolution of the Market Sectors

November 6, 2025

Today’s Chart of the Day from Goldman Sachs takes a look at how the biggest sector in the U.S. stock market has changed over time, from 1800 to...

Read More
Line graph showing the highs and lows of the cost of gold divided by the average hourly earnings of all US employees, from 1929 to 2019.
Chart of the Day

Chart of the Day: Gold vs Hourly Wage

November 4, 2025

Today’s Chart of the Day comes from the Gold Market Chartbook and shows how many hours of work it takes to buy one ounce of gold.

Read More
Bar graph illustrating the probability of negative stock returns based on the S&P 500 total returns from 1929 to present, in various lengths of time from one-day to ten years.
Chart of the Day

Chart of the Day: Possibility of Loss

October 30, 2025

Today’s Chart of the Day is from Brian Feroldi from Bank of America Global Research, showing a chart from 1929 that shows as time horizons grow, the...

Read More

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.