FNB Wealth Management Services, located at First National Bank, offers access to a wide variety of solutions to meet your financial needs.
Through Osaic Institutions, Inc., we are able to customize plans that include full-service brokerage, financial planning, and insurance to help put you on the right path.
Investment products and services available to you through Osaic include:
Stocks – Common and preferred equity issues of publicly traded companies
Bonds – U.S. Treasury, tax-free municipal, corporate and convertible bonds
Mutual Funds – Over 4,000 different mutual funds from the leading fund families
Annuities – Both fixed and variable annuities from various issuers
Insurance – For wealth transfer and estate planning; business succession; and funding Buy/Sell agreements
Individual Retirement Accounts – Traditional and Roth
529 College Savings Plan – An innovative college savings plan that can offer tax-free growth on contributions to higher education expenses
401(k) Rollover / IRA Rollover Services -Facilitate the rollover of 410(k), 403(b), and other employer sponsored retirement plans
Financial Planning – Whether you are planning for your retirement, saving for a child’s education, or need to develop an estate plan, we can help. FNB Wealth Management Services offers access to customized financial planning services.
Among these planning services are:
- Retirement Planning
- Estate Planning
- Education Planning
Jim Deer, a registered representative of Osaic Institutions, Inc., is available to meet with you. His consultations are free and available at your convenience. FNB Wealth Management Services provides a more personal way to manage your wealth close to home in Bellevue, Catawba Island, Clyde, Fremont, Norwalk, Perkins, Port Clinton, Put-In-Bay, and Sandusky.
Contact Jim today!
Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. FNB Wealth Management Services is a trade name of First National Bank. Osaic and the bank are not affiliated. Products and services made available through Osaic are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.