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Customer Care Center: (845) 369-8551

Online Cash Management

Whether your goal is a comfortable retirement or an Ivy-league education, there is no better time to plan for it than right now. And there is no better place to find the help you need than at Provident Bank.

Our Investment Management and Trust Department can help take the guesswork out of investing and planning so you can be confident that your assets will continue to grow until you need them. From cash management and tax planning for individuals to succession and retirement planning for businesses, we provide a complete array of services designed to increase your assets, secure your future and make the most of whatever opportunity comes your way.
 
 

Investment Alternatives
Find what’s right for you

These products are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other government agency. They are not deposits or other obligations of, or guaranteed by Provident Bank and are subject to investment risk including possible loss of principal.

Annuities are offered through IFS Agencies, Inc.(IFSA), a licensed insurance agency. Securities are offered through IFMG Securities, Inc.(IFMGSI), a registered broker/dealer, member NASD & SIPC, neither IFMGSI nor IFSA are affiliates of Provident Bank.

Almost anyone can benefit from a smart investment program. Finding the appropriate investments to meet your personal and business financial goals doesn't have to be a complex, confusing process. It's as easy as visiting the IFMGSI Financial Consultants located at Provident Bank.

As part of our ongoing commitment to meeting your constantly changing financial needs, IFMG Securities, Inc. located at Provident Bank, offers a variety of alternative investment choices to our customers. Now, you can get non-deposit investment products such as; Fixed Annuities, Variable Annuities, and Mutual Funds through IFMG Securities, Inc. in the same location as traditional banking products.

The IFMGSI professionals can also arrange a complimentary no-obligation consultation to discuss financial strategies that may possibly:
  • Reduce or defer your current income taxes
  • Increase current cash flow
  • Prepare for a comfortable retirement
  • Open a college fund
  • Plan for long-term growth
  • Help preserve your estate for your heirs

To find out more about these products and services, and what they can do for you, call to arrange a complimentary financial consultation with one of the IFMGSI Financial Consultants. Of course, there is no obligation of any kind. The consultation offered through IFMG Securities, Inc. is just another way we hope to serve you. For more information, please call (845) 369-8551 or visit one of our branches to make an appointment with an IFMG Securities, Inc. Financial Consultant.

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