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. |
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Benefit from our experience
Whether you are a self-directed investor or rely on a financial advisor for guidance, our experienced investment professionals can help. We help you build an investment portfolio that is in line with your immediate objectives and long-term goals. You choose the exact level of service and support you need, and we deliver. Our professional investment management services include:
- Setting investment objectives
- Retirement and pension planning and asset management
- Asset allocation
- Tax-advantaged investing
- Cash management
- Securities safeguards
- Custodial services
- Tax and recordkeeping
To find out more about our investment products please contact our Customer Care professionals at 845.369.8551. |
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