Financial Planning Services
Itasca Bank's experienced Financial Planning advisors will help you create a secure financial future for you and your loved ones. Our service philosophy is simple: We seek to build long-term relationships with our clients by providing professional advice for retirement planning, risk management, education planning and investment management. Since we don't have proprietary financial products, we can be completely objective and unbiased in our recommendations.
Itasca Bank & Trust Co. has been an independent, locally owned community bank since 1948. Through the combination of our strength and stability (coupled with the resources of Money Concepts Capital Corp.) Itasca Bank & Trust Co. has solutions to help meet your financial needs. Money Concepts Capital Corp. (a broker dealer and member of FINRA and SIPC) is a global alliance of financial planning centers which provide insurance, investments and financial planning support.
Our Financial Planning Services include:
- Retirement Planning
- 401(k) Rollover
- Investment Management
- Life Insurance
- Long-Term Care Insurance
- Qualified Business Retirement Plans
- Education Funding Strategies
- Social Security Planning
- Medicare Planning
Our advisors are available Monday-Friday from 9am - 5pm. If you would like to meet on a Saturday or after 5pm on a weekday, please call us to schedule an appointment.
When sending an email to anyone at Itasca Bank & Trust Co. with account numbers or any other confidential financial or personal information, please be sure to use our Secure Email system.
All Securities through Money Concepts Capital Corp.,
11440 N Jog Rd.
Palm Beach Gardens, FL 33418
Itasca Bank & Trust Co. is an independent firm not affiliated with Money Concepts Capital Corp.
Not a Deposit. Not FDIC Insured. No Bank Guarantee. May Lose Value. Not Insured by any Government Agency.