Skip to main content
I'M HERE FOR
Online Banking Login
TRUST PAL LOGIN
Download Our App
Apple iTunes Google Play

Wealth Management/
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:

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.


David Mercurio, CFP® and CLU®
Vice President, Financial Planning
Email David
(630)875-4234


Joseph R. Book, MS, CFS, MPAS ®
Financial Planning Associate
Email Joseph
(630)875-4233


Leonard D. Lacouture, MBA
Financial Planning Associate
Email Leonard
(630)875-4257

All Securities through Money Concepts Capital Corp.,
11440 N Jog Rd.
Palm Beach Gardens, FL 33418
561-472-2000
Member FINRA/SIPC
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.
Broker Check

Money Concepts
Broker Checkby FINRA

ASK US A QUESTION

Have a question about ? Send us a quick message and we can get back to you.

* Indicates Required