Do you feel like your investment agent is out of sight these days? Are you unclear as to how your retirement portfolio is or isn’t performing? How much time is your advisor helping you understand what is happening in today’s market?
Are you looking to change your investment advisor or seek additional services such as an education savings 529 Plan? Don’t get lost in a maze. If you have questions or are simply interested in what else is “out there,” please give us a call.
Bath State Bank is partnered with investment advisor’s HeritagePoint Financial Group. The Group offers a wide variety of financial products and services to provide economic strategies for its clients, who include individuals, families and business owners -- including 529 Education Savings Plans. Our partners offer strategies for retirement and potential care costs, too.
For more info, visit the “Investment Services” tab (above) or contact our investment advisors Wes Koch at 765-212-4243 or Isaac Shepherd at 937-336-5065. Although their offices are located in Eaton and Winchester, they can meet you at the Bank or at a location of your choice.
If you’ve socked away a lot of money into your retirement, please don’t let your advisor be silent about market trends within your portfolio. If you haven't started a retirement fund, we are here to help you.
Services regarding HeritagePoint Financial Group: Not a deposit. Not FDIC-insured. Not guaranteed by the Bank or any affiliate of the Bank. May go down in value.