Wealth Management Services

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FNB Wealth Management Services, located at First National Bank, offers access to a wide variety of solutions to meet your financial needs.

Through Infinex Investments, Inc., we are able to customize plans that include full service brokerage, financial planning, and insurance to help put you on the right path.

Investment products and services available to you through Infinex include:

Stocks – Common and preferred equity issues of publicly traded companies
Bonds – U.S. Treasury, tax-free municipal, corporate and convertible bonds
Mutual Funds – Over 4,000 different mutual funds from the leading fund families
Annuities – Both fixed and variable annuities from various issuers
Insurance – For wealth transfer and estate planning; business succession; and funding Buy/Sell agreements
Individual Retirement Accounts – Traditional and Roth
529 College Savings Plan – An innovative college savings plan that can offer tax-free growth on contributions to higher education expenses
401(k) Rollover / IRA Rollover Services -Facilitate the rollover of 410(k), 403(b), and other employer sponsored retirement plans
Financial Planning – Whether you are planning for your retirement, saving for a child’s education, or need to develop an estate plan, we can help. FNB Wealth Management Services offers access to customized financial planning services.
Among these planning services are:

  • Retirement Planning
  • Estate Planning
  • Education Planning
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