Personal attention to what matters most,
Your best interests.
At Converse County Bank, you are our focus. As your Investment Manager, your goals are in our mind, and together, we strive to be much more than your investment manager, but a trusted advisor here to help you navigate the ever-changing financial marketplace. You have worked a lifetime, and you need a trusted advisor, and a friend who knows the financial marketplace.
That's you, and, that's us.
To understand your financial goals, we will begin with an in-depth consultation and review process, which allows us to understand your needs, goals, and objectives. Together, we will discuss these goals, your risk profile, timeline, family dynamics, and tax considerations.
Together, we will develop a personal financial strategy, based on who matters most, you.
Our specialized services include:
- Investment management
- Trust management
- Custodial services
- Financial lifestyle management
- Estate management and settlement
- Individual Retirement Accounts (IRAs)
- Tax management and Reporting
