Effective July 20, please ensure that you are using a current version of your internet browser to access the Online Banking system in order to avoid any connection disruptions. Supported browsers include the two most recent versions of Internet Explorer, Safari, Firefox, Chrome and Edge. Keeping your browser updated is important to your online security and the functionality of your Online Banking. If you have any questions, please contact us at 855-226-5722.
Most demanding and respected credential. Signifies an individual has mastered a broad range of practical portfolio management and advanced investment analysis skills through extensive training and experience. Held to rigorous ethical standards. www.cfainstitute.org
Most recognized credential. Signifies an individual has completed comprehensive training, understands complexities of the changing financial climate and knows how to make financial planning recommendations in your best interest while adhering to high ethical standards. www.cfp.net
Signifies an individual is trained to guide the financial process: goal identification, data organization, needs analysis, problem identification, recommendations and plan implementation. www.iarfc.org