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Our goal is to build a long-term relationship with you and play an integral role in building your wealth and helping to improve your financial well-being as you approach retirement and beyond.
When you join First Private Bank & Trust, you will indeed receive an account number, but more importantly, we’re going to get to know you by name. Then every time you call on us, you can count on personalized and responsive service. As a customer of First Private Bank & Trust you have access to:
- Contributory IRA (Individual Retirement Account)
- Rollover IRA
- Roth IRA
- Simplified Employee Pension Plan
To learn more, please contact us at info@1stprivate.com. Please allow up to 2 business days for a response.
All account and service applications are subject to individual approval by the Bank. Minimum balances may be required for some accounts. Certain other terms, conditions, and fees may apply. Investment management products provided by First Private Bank & Trust are not insured by the FDIC or any other governmental agency, may lose value, and are not Bank guaranteed.
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