Brokerage Services
Your financial goals are highly personal. Your priorities may include planning for retirement, increasing your personal wealth, saving for a child’s education, or pinpointing investment opportunities with tax advantages. There are many options that the investment professionals at Exchange Bank can explain and make available to you, including:
- Mutual Funds
- Annuities and Life Insurance
- Individual Stocks and Bonds
- IRAs and IRA Rollovers
- Business Retirement Plans
- Tax–Free Municipal Bonds and other Tax–Saving Strategies
Financial Network Online
Brokerage services are provided by Financial Network Investment Corporation (FNIC), a registered broker/dealer and member SIPC. Financial Network is not an affiliate of Exchange Bank.
Mutual funds, annuities and other investments available through Financial Network:
- are NOT deposits
- are NOT insured by FDIC or any other regulatory agency
- are NOT obligations of, or guaranteed by, Exchange Bank or any other affiliated entity
- involve investment risk, including possible loss of principal
- are subject to fluctuating rates of return
This site contains links to other web sites, in order to assist users in locating and accessing information that may be of interest. Exchange Bank does not warrant linked sites for any purpose. Further, the inclusion of a link to another site does not constitute an endorsement by Exchange Bank of the site, its owner(s) or any products or services advertised on the linked site.