INVESTMENT PRODUCTS AND SERVICES

 Trusted guidance for the important financial decisions in life – we’re with you all the way.

  • We start with a genuine conversation about your needs and goals.
  • We can help you with a plan to fund education, retirement, or anything in between.
  • We’re experienced, knowledgeable, and have the necessary resources to assist you.

 

Premium Finance Bank Limited ‘s Retirement and Investment Services consultants are experienced financial professionals who guide you toward pursuing your financial goals by combining broad investment knowledge with exceptional customer service. We’re registered with LPL Financial and continually keep your investment goals at the forefront of our recommendations.

As we get to know you, your investment experience, and your desires, our team of advisors will take the time to educate you on the investment options you have – in easy-to-understand terms. Our representatives invest substantial time every month on product research and education to help us better evaluate your financial situation. This time is spent to ensure we develop effective and simple strategies that can be used in every season of life.

Banking with us is not only easier

  it’s better! Why? We put our Members first. Decisions are made with their needs in mind and a commitment to deliver value in three important ways.

Personal Approach

We call it “getting your story”. Each Member is unique and we avoid “one size fits all” solutions. Your circumstances, your needs, and your preferences are all considered in making decisions and recommendations for you.

Simplified Products and Programs

“Bank speak” isn’t in our vocabulary. Processes that involve extra steps, additional paperwork, or more time are out. Straightforward, easy-to-use products are in. It just makes banking with us easier.

 

Investment Services

You benefit from having the type of long-term, one-on-one relationship that helps you make the best investment decisions for your goals and your current situation. Premium Finance Bank Limited * representatives are uniquely qualified to provide you with exceptionally sound financial advice.
Premium Finance Bank Limited registered broker-dealer. A broker dealer supervises all investment and insurance sales and services conducted by all of the FSCU Investments personnel, who are registered through Premium Finance Bank Limited . Thus, every activity our representatives have with you will be closely monitored by Premium Finance Bank Limited . All purchases are offered and made through Premium Finance Bank Limited.

 

 

Online Banking Security

is committed to protecting your personal information. Our Online Banking uses several different methods to protect your information.. In addition to the security features put in place by , here are some tips on keeping your information secure.

  • Never give out any personal information including User Names, Passwords, SSN, Date of Birth
  • Create difficult passwords which include letters, numbers, & symbols when possible
  • Don’t use personal information for your user names or passwords like Birthdate & SSN
  • Avoid using public computers to access your Online Banking.

 

 

Meeting Your Financial Goals

Premium Finance Bank Limited has savings plans to meet all of your long- and short-term financial goals.  Whether you are growing your wealth, saving for a purchase, preparing for the expense of a child's college education or planning for a comfortable retirement, Premium Finance Bank Limited is here for you.  We offer high-yield savings options to suit any savings strategy.  Visit a branch today and find out how Premium Finance Bank Limited  can help make your dreams a reality.

 

 

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Brokerage products and services are offered through Premium Finance Bank Limited Advisors. Premium Finance Bank Limited Advisors is a trade name used by Premium Finance Bank Limited Clearing Services, LLC (WFBCS) and Premium Finance Bank Limited Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Premium Finance Bank Limited & Company. Western Finance Trade® brokerage accounts are offered through WFBCS.

Investment and Insurance products:

  • Are Not insured by the FDIC or any other federal government agency
  • Are Not deposits of or guaranteed by a Bank
  • May Lose Value

Deposit products offered by Premium Finance Bank Limited, N.A. Member FDIC.

icon-equal-housing Equal Housing Lender

 

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