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Personal Accounts : Investments
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The Financial Management Center
1. Financial Planning
2. Wealth Management
3. The Financial Management Center at First National Bank of Brookfield
It Adds Up!
Whether it’s long-term care insurance for your parents (or you and your
spouse)… a retirement plan for your small business… or just a conversation
with a knowledgeable individual, you can count on the professionals at The
Financial Management Center at First National Bank of Brookfield.
That’s because we’re committed to helping our clients reach their financial
goals.
Our discussion might center on your business… or on family financial goals.
We might talk about ways to finance college… or assure that you don’t
outlive your money. No matter what the topic, we’ll listen. We’ll ask
questions. We’ll help you determine your financial needs. And we’ll suggest
the best ways to meet those needs.
You can count on us for objective, unbiased advice: Unlike many financial
advisors, we are salaried professionals who have no financial stake (no
commissions, for example) in the products or services we might offer. Our
role is to provide balanced, impartial information and recommendations –
then help you act.
For more information , e-mail us or please contact Phil Richard, Branch
Manager, or Rick Rodrigues, Program Manager, at 708-485-2770 Monday through
Friday, 8:30am – 5:00pm and Saturdays, 8:30am – 12:30pm.
Securities offered exclusively
through Investment Professionals, Inc. Member NASD/SIPC, an
independent broker/dealer, and are not insured by FDIC or any other bank
insurance, are not deposits or obligations of the bank, are not guaranteed
by the bank, and are subject to risks, including the possible loss of
principal.
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