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Graduating from College
You’re out of college and on your own. We can help you begin your working life by making good financial decisions. Whether it’s budgeting, saving, paying off loans, establishing credit, acquiring renters insurance 2 , or anything else you need, we can help.
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Planning a Wedding
Planning for a wedding is exciting and memorable, but the expenses can be overwhelming. We can help you with borrowing and savings options. Speak to your banker or call our customer care center at 1-800-262-1088.
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Starting a New Job
Starting a new job can bring about many changes in your life. You might be moving, experiencing a pay increase or decrease, or have a 401K to manage. Speak to your banker or our care center to get help with setting up direct deposit, setting up automatic transfers from your checking to savings accounts or changing your account contact information. For assistance with a 401K rollover or choosing investment options, call NexTier Wealth Management for a free consultation at 1-888-262-6331. |
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Buying a Car
If you’re ready to purchase a new or used car, our knowledgeable representatives can guide you through the loan process. Our loan rates are competitive and our turn around time is speedy. For insurance coverage and a no obligation rate quote, call NexTier Insurance at 1-877-467-7767. |
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Managing an Inheritance
Managing unexpected wealth is no easy task. We can help you with issues like, federal tax implications on income, long and short term investments, tax shelters, trusts, and charitable giving. Speak to a professional at NexTier Wealth Management. Call 1-888-262-6331 for a consultation.1 |
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Separating or Going Through a Divorce
Separation and divorce are likely to impact your finances and it may be time for a new financial game plan. Let us help you organize a new financial picture. Speak to a customer care center representative at 1-800-262-1088 to open a new account, establish or open a line of credit, get help with insurance. |
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Recent Loss of Spouse or Partner
Losing a spouse is one of the most difficult phases of life. And at this emotional time you’re faced with important financial decisions. Get advice. From taxes to retirement accounts, managing insurance proceeds to establishing trust accounts for the kids, we can help. Speak to a Financial Consultant at NexTier Wealth Management 1-888-262-6331.
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Planning for Life |
Call our Customer Care Center at 1-800-262-1088 to get started! |
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