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Financial Services

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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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Blog

On Our Minds

Graph showing the happiness level of Olympic bronze (red) and silver medalists (yellow) on a scale of 1 (lowest) to 10 (highest)

Chart of the Day: Bronze Happier Than Silver

February 18, 2025

Today’s Chart of the Day has data from the Journal of Personality and Social Psychology used by our partners at BlackRock (the company that owns...

percentage of assets shown in blue, percentage of funds in orange

Chart of the Day: Fees go on Forever

February 13, 2025

Today’s Chart of the Day from Bloomberg shows the percentage of assets and revenue by ETFs (Exchange Traded Funds), which we use extensively in...

Older gentleman sitting at a desk working on a laptop

The Benefits of Using Crews Bank & Trust's Online and Mobile Banking

February 12, 2025

Online and Mobile Banking have transformed how we manage our finances, making traditional banking methods seem old-fashioned by comparison. With just...