Skip to content

Live for today. Plan for tomorrow. Join us at an estate-planning seminar.

Get Started 863-222-7005

Financial Services

Achieve a bright financial future.

Explore your investment options.

investment_crews-2

Enjoying a secure financial future all comes down to making mindful decisions today.

We get to know you and your dreams before pursuing your financial goals together. Then we help you secure your future by fitting our investment services to your needs. We’ll help you understand all the options available to you for managing your personal, family or business finances. 

No matter what your personal or business goals may be, we are here to help:

  • Retirement Planning
  • Education Planning
  • Mutual Funds
  • Tax Deferred Annuities
  • Life Insurance
  • Stocks and Bonds
  • 401(k) Rollover and IRAs
  • Long Term Care Insurance
  • Building Wealth

Wealth Management Services

We’re here to help you achieve your financial goals, whatever they may be.

Learn More

IRAs

Individual Retirement Accounts (IRAs) are probably the most widely recognized tax-advantaged plans.

Learn More
20190306-DSC06120

Invest in a better banking experience with Crews Bank & Trust.

Get Started

Blog

On Our Minds

Area chart showing the Tooth Fairy payouts from 2001 to 2025

Chart of the Day - Tooth Fairy Payout

March 25, 2025

Today’s Chart of the Day is from Delta Dental and shows the average Tooth Fairy payout per lost tooth since 2001. A tongue in cheek survey but also...

Curve shown in green and pink

Chart of the Day: Tax More/Less Get Less/More

March 20, 2025

Today’s Chart of the Day highlights The Laffer Curve, an economic theory created by Arthur Laffer in 1974. It proposes that there is a maximum amount...

Why You Need an Estate Planning Document Review

Why You Need an Estate Planning Document Review

March 19, 2025

Creating an estate plan can bring a sense of relief, knowing that assets and wishes are carefully documented. After completing the process, the...