Merchants Bank
  • Personal
  • Business
How Can We Help You?

OUR MOST ASKED QUESTIONS:

Application Center

PRINT APPLICABLE DISCLOSURES:

Wealth Management, Investment and Trust Services

Turn to Merchants for wealth management expertise.

At Merchants Bank we realize that your money is your future, and effective wealth management will help you meet and exceed your financial goals. The caring investment services and trust services professionals at Merchants will help you define and execute a plan to meet those goals based on where you are in your life and where you want to be. 

 

Our Investment Services Executives can help you with:

  • Bonds
  • Mutual Funds
  • Stocks
  • Tax Deferred Annuities
  • Personal Financial Planning
  • Retirement Planning

 

In Trust Services we can help you with:

  • Day-to-Day Financial Management
  • Healthcare Coordination
  • Tax Preparation and Filings
  • Asset Management
  • Estate Planning 
  • Retirement Planning