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Financial Services

Achieve a bright financial future.

Explore your investment options.

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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.

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IRAs

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

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

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Blog

On Our Minds

bar chart compares US to UK, Germany and France

Chart of the Day: Hot Desking

November 30, 2023

Today’s Chart of the Day comes from AlphaWise in a Bloomberg article about the rise of “Hot Desking.” This is when work areas, such as desks, are not...

Large imports shown in various shades of red

Chart of the Day: Biggest Imports to the US

November 29, 2023

Today’s Chart of the Day is a chart from howmuch.net shared by ritholz.com showing the biggest imports into the US per country.

bar chart shows better age to start saving at in green

Chart of the Day: Invest Early, Save Often

November 28, 2023

There are three big factors that influence investments one has by retirement: how much, what investments, and how long. Today’s Chart of the Day from...