Your commitment and success in attaining a distinguished financial position deserves respect. That’s why we offer you exclusive access to one of our Private Bankers; you'll have more freedom to focus on business and more time to enjoy your personal life. Whether you prefer to work with us face-to-face, by phone, or even through the Internet, we’ll build a partnership that allows you to achieve your specific goals.

Features:

• Convenient and personal meetings with a Financial Services professional who understands your financial needs.
• We’ll meet with you in the privacy of your office or home either during or after business hours – even on weekends, if you prefer.
• With over $8.5 billion in assets, you’re assured we will always bring maximum resources to the table.

Personal Loans & Credit Services

• Your established eligibility makes your loan process fast and easy.
• You have access to whatever loan products suit your needs, including home equity, personal, automobile, investment loans, stock option loans, and expansion or purchase of business or practice loans.

Preferred Investment Services*

• You’ll have complete access to full-service brokerage with competitive commission rates, investment counseling and management, self-directed retirement plans, annuities and mutual funds.

Real Estate Lending

• As a Private Banking client, we can offer you special Real Estate Loans. They include three-year, five-year and seven-year balloon notes, as well as a variety of interest only products tailored to fit your specific needs.
• You can access funds for many real estate activities from primary mortgages and vacation homes to business and investment properties, or bridge or construction loans.
• You can even access loans for relocation services.

Private Banking Trust Services

• Constantly changing tax regulations and investment options for trusts require a professional eye when it comes to personal or corporate trusts. And your Private Banker has the qualifications and experience to help you determine your trust needs.
• You can also receive assistance with estate planning, living trusts, investment management programs, custodianship, employee benefit trust administration or specially customized trust plans.

Deposit and Transaction Account Options

• As a Private Banking client, you'll receive outstanding personal checking, savings, and money market accounts.
• We also offers Business Services including: checking, savings, CDs, and treasury management services, Travelers Cheques and worldwide ATM access for a minimal fee.

*First Brokerage America, LLC, is an NASD-registered broker/dealer and member of the SIPC. Our authorized licensed insurance agencies are First Banc Insurors Agency and First Banc Insurance Service, LLC (CA) #0C42494. First Brokerage America, LLC, First Banc Insurors Agency and First Banc Insurance Service, LLC are affiliates of First Bank through common ownership. Products are not FDIC insured and are not a deposit or other obligation of or guaranteed by the Bank, and involve risk including the possible loss of principal amount invested and are not insured by a federal government agency.