Investment Management

Independence Bank wants to help you with more than today’s needs – we want to help you achieve tomorrow’s goals. We partner with you to constantly monitor your investment portfolio’s progress and results, while providing expert advice to reevaluate strategies and reassess objectives as your life changes.

Investment Management services include:

  • Investment Management
  • Financial Consulting
  • Trusts for Individuals
  • Charitable Trusts
  • Farm Management Under Trust
  • Estate Planning
  • Business Succession Planning
  • Escrows

Call or come in today to see how we can help you meet your long-range financial goals.