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Investment Services to Match Your Needs
In 2004 Monroe Bank & Trust formed an alliance with UVEST Financial Services, creating MBT Investment Services. Clients have access to a full array of investments and financial products.
Our consultants will analyze each client's unique financial situation. After this analysis, a personalized strategy will be developed to help each client reach their goals. Finally, appropriate investment products are selected that match each client's specific financial needs and risk tolerance.
Features and Benefits
MBT Investment Services offers:
- Mutual Funds.
- Fixed and Variable Annuities.
- Retirement Savings - with powerful savings and possible tax advantages.
- Stocks - full service brokerage accounts.
- Fixed Income Securities - income-generating to conservative.
- Business Retirement Plans - 401(k), 403(b), profit sharing, pensions and more.
- College Savings Plans.
- Individual Life Insurance - Universal, Term, Whole and Variable Life.
- Business Insurance Plans - including key person and buy-sell.
- Disability Insurance.
- Long Term Care Insurance.
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Learn from our experts. Read the current edition of The Washington Street Informer - our the MBT Wealth Management Group newsletter discussing market conditions, trends and strategies.
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Planning your future doesn't need to be complicated.
Let us tailor a portfolio reflecting your individual short and long-term objectives.
Click here to contact an MBT Investment Services professional for a thorough, expert and personalized analysis.
Click here to log into your Discount Trading Account.
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Securities, insurance products and investment advisory services offered by UVEST Financial Services and its affiliates. Member FINRA, SIPC, and a SEC registered investment advisor. UVEST and MBT Investment Services are independent entities.
Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.
Member Financial Industry Regulatory Authority (FINRA). For information, please visit http://www.finra.org.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. |
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