GreenWealth™ Investments and Retirement Planning
At GreenWealthTM we strive to fully understand our clients' needs and long term goals and then develop comprehensive recommendations structured to help clients appropriately invest and diversify their holdings.
Through a partnership with UVEST Financial Services, we offer access to a wide array of non-deposit investment and insurance solutions to meet the needs of our individual and business clients.* Available products include fixed and variable annuities, mutual funds, stocks, bonds, retirement accounts, asset management, and selected insurance products.
To learn more about our comprehensive financial services* and speak with or set up a complimentary financial review with the Financial Consultant nearest you.
| Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
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GreenWealth™ Trust Services
In addition to having access to investment and other financial management solutions, our clients have the assurance of knowing we can also assist them with a wide variety of trust services through our GreenWealth™ trust department.** GreenWealth™ can help you structure, manage, and preserve the wealth you have accumulated as well as help you plan for how your assets will be handled in your absence.
- Personal Trust Services
- Developing an Estate Plan
- Administering Your Estate
- Strategic Tax Planning
Our professional advisors are available to assist you in matters of personal trust and estate planning services as well as strategic tax planning.
Please see our Full Financial Services.
*Securities are offered by, and Financial Consultants are registered with, UVEST Financial Services, member FINRA/SIPC. UVEST is independent of any financial institution.
**Accounts and products of GreenWealth™ are not obligations of GreenBank. Such accounts do possess various investment risks, including market volatility and potential loss of principal, and are not FDIC insured.
