All locations will be closed Thursday, November 28, for Thanksgiving. We will be open regular hours on Friday, November 29.
Registration for free estate planning seminars is now open.
Today’s Chart of the Day shows how much families have saved for retirement. Roughly 50% have ZERO saved, and only 21% have over $100,000.We all need to do a better job, through education and encouragement of friends and family, to increase these figures.
Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.
Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.