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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 with global prices higher in red and lower in black

Chart of the Day: Big Mac Index

October 17, 2024

Today’s Chart of the Day from Voronoi shows the “Big Mac Index," a socially popular measure of a concept called Purchasing Power Parity. The concept...

Chart showing election years from 1930 to present, listed by loss or gains by 10% ranges. Red years indicate losses, grey neutral and green gains.

Chart of the Day: Markets in Election Years

October 15, 2024

Today’s Chart of the Day was provided by Angie Parsons, a Portfolio Manager at Crews Bank & Trust, after attending a presentation by Brian Levitt...

Blue bar graph showing the percentage of 25–35-year-olds living with their parents by decade from 1940 throught 2022.

Chart of the Day: 25 to 35-Year-Olds

October 3, 2024

Today’s Chart of the Day from Apartment List shows the share of 25 to 35-year-olds living with their parents.