Business Planning & Investing

First PREMIER Bank

Plan & Invest Wisely

First PREMIER Bank works with leading businesses and foundations to provide investment strategy and asset management in support of short- and long-term objectives.

Contact Us

Appropriate for Organizations with:

  • Need for market and investment expertise
  • Complex investment portfolios
  • Limited time for active investment management
  • Short-and long-term financial objectives
  • Desire for diligent, accountable asset management
  • Need for business succession planning

Seasoned Advisors

  • Dedicated advisors with 20+ years of investment experience
  • Credentialed expertise in asset allocation and investing
  • Personally accessible and appropriately engaged
  • Strength in streamlining investments for maximum return
  • High fiduciary responsibility and accountability
  • Leveraging state-of-the-art technology
  • Offering flexible rate structures and fees

Get Started Today!

An Array of Investment Opportunities

 

  • Stocks and Bonds
  • Mutual Funds
  • Money Market Funds
  • Annuities and Securities
  • 401(k) and Group Retirement Plans
  • Employee Stock Ownership Plans
  • Employee Profit Sharing
  • Business Succession Planning
  • Business Trusts

Serving the Unique Needs of:

 

  • Small-to-Mid-Size Business
  • Corporations
  • Partnerships
  • Non-Profits and Charities
  • Educational Institutions
  • Endowments
  • Foundations
First PREMIER Bank First PREMIER Bank

Disclosure

Investments are | Not FDIC insured | May lose value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency. Advisory services may only be offered by investment adviser representatives.