With Park, you’ll get more
Investing for retirement is a personal journey and we’re here to help you work toward achieving everything you’ve ever imagined – and more. More sunrises, more joyrides, more sand between your toes, and more thrilling adventures.
Our expert investment advisors put you first and are dedicated to helping you maximize your returns and drive long-term financial success. Are you ready to get more from your investments?
You deserve more.
Years of hard work and dedication have led you here, and soon it will be time to enjoy it. We can help ensure you have everything you need to do more of what you love most, with those you love most.
INVESTMENT MANAGEMENT
You’ll have access to seasoned professionals who can help you build a personalized plan to grow your wealth and help you meet your financial goals.
401(k) ROLLOVERS
If you have a 401(k) left over from a previous job, we can help you bring your finances into focus by combining your investment and savings plans together.
IRAs
Individual Retirement Accounts (IRAs) offer a versatile and tax-advantaged way to save for your future, and our expert advisors can help you navigate which option might be right for you.
A trusted partner
We are your neighbors, living and working in the communities we serve. Your family becomes our family, and we treat your goals and dreams like our own. Building your retirement plan is not just a business transaction – it’s a deeply personal process. One that requires care and expertise – not a cookie-cutter approach. Our team of local advisors are easy to reach and eager to help you with all of your financial needs.
Our clients say it best
“We look at our Park wealth advisors like they are family. Families help advise one other. They help with making decisions through the good and the bad. You rely on them for the wisdom to help make the right decisions. And Park has been advising my family for generations.”
— Larry L., Wealth Management Client
“Our advisors return calls and emails quickly. They empathize when we have concerns, and they’ve given good advice while ultimately leaving the decision in our hands. The genuine personal touch means a lot and gives us a strong sense of security. It’s what you’d expect from a bank so deeply rooted in the community.”
— Sam & Paula B., Personal Retirement Clients
“They taught me how my money could work for me. They never treated me less than I am. They understood I needed to start from square one and they took pride in helping me grow as a person. Whether I had a million dollars or just five, they would have treated me the same way.”
— Cathy T., Wealth Management Client