Introducing A New Class of Service. Welcome to Private Banking at First.
Private Banking, Trust and Investments at First National Bank of South Miami
Welcome to First Class
Our Private Banking team members design creative, winning strategies to assist individuals, families and professionals to achieve their financial goals and aspirations. A Private Banker will provide you with concierge services to help you navigate and manage your financial needs including Loans, Deposits, Investments and Trusts. Your Private Banker will create a team of specialists who will provide expertise in financial planning, family advisory planning, investment management portfolio services and trust and investments. You can also access your financial information through state of the art internet and mobile banking services.
As a Private banking client you will enjoy enhanced benefits including:
State of the Art Internet and Mobile Banking Services
Financial Planning and Family Advisory Planning
Personal Loans, Portfolio Lines of Credit, Home Equity Lines of Credit
Commercial Real Estate and Investment Financing
Investment Management Portfolio Services
Trust and Estate Administration Services
Philanthropic Trustee Services
IRA Rollover Services
Complimentary Estate Planning and Investment Management Portfolio Checkup
Enjoy priority service for your banking needs in a private & personal setting within the convenience of a local branch and via phone or email and live chat. A Private Banker will provide you with concierge services to help you navigate and manage your financial needs including Loans, Deposits, Investments and Trusts.