Get Solid Investment Advice from a BankWest Financial Advisor

Investment products are not deposits, not FDIC insured, not insured by any federal government agency, not guaranteed by the bank, and may go down in value.
When it comes to investment services, we know you have choices. What BankWest offers is an investment professional who will help you make the best choices, tailored to your personal resources, investment style and goals.
To learn more about the professional history of our financial advisors, please visit FINRA’s Broker Check.
Benefits of Working with Your BankWest Advisor
Visit with a BankWest investment services professional to learn more about planning, accumulating and managing your assets.
Here are some of the services and products we offer:
Services |
Products |
Portfolio design |
Stocks |
Retirement Planning |
Bonds |
College savings plans |
Traditional and Roth IRAs |
Estate planning |
IRA and 401(k) rollovers |
Charitable giving |
Simple and SEP IRAs |
Wealth transfer strategies |
Mutual Funds |
Tax-focused strategies |
Annuities |
Yield-focused services |
Managed Accounts |
Ongoing management |
Life Insurance |
Record keeping |
Disability Insurance |
Tax reporting |
Long-term Care Insurance |
Employee benefits packages |
|
Business retirement plans |
Meet our investment team
Our investment team believes in a full-service approach geared toward helping clients pursue their financial goals. With years of experience and a complete menu of services, they can assist you at any point in your investment journey.