Having a baby?
Since the cost of daycare and college is increasing approximately 4% per year, you might feel overwhelmed by the costs associated with raising a child. A savings account can prepare you for everything from dance lessons and tuba rentals to college tuition. Also, you can talk to us about setting up a 529 college plan.
Wondering how much you will need to save for college tuition and how to achieve those savings goals? Click here to link to our college saving calculator.
Call NexTier Wealth Management at 1-888-262-6331, for a no fee, no obligation consultation with a Financial Advisor. |
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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.
Call our Customer Care Center at 1-800-262-1088 to get started! |
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Are You Financially Ready for Retirement?
Take every opportunity to plan ahead for a successful financial future. Speak to an expert for advice before, during and after retirement. Call NexTier Wealth Management for a free consultation today, 1-888-262-6331.
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Are Wedding Bells Ringing?
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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Buying a New Home?
Moving into a new place involves more than just packing your belongings. For many people, buying a home represents the biggest financial commitment they’ll ever make. Our experienced representatives can help you walk through the major steps of the mortgage process, pre-qualify you so you are ready to buy and explain the features and benefits of the various mortgage options. NexTier Mortgage provides world class service and great rates Just call our customer care center at 1-800-262-1088. |
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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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Are You 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 or more.
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Have You Recently Lost a 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. 1 |
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