Private Client Group FAQs
Customers should choose private banking accounts with Core Bank because our accounts are monitored and insured by the FDIC. We work as a team to deliver a comprehensive financial plan to meet your needs and objectives.
Private Banking FAQs
How do I set up a private banking account?
Visit us at one of our Core Bank locations and our team will work with you to set up a private banking account.
What private banking services are available for businesses?
With the private client group, Core Bank works with both individuals in search of specific banking needs, as well as businesses searching for both banking and deposit solutions. We offer premier interest rates with repayment terms to meet your unique needs.
What lending solutions do you offer?
We offer business loans, auto loans, equipment loans, and commercial real estate loans at Core Bank.
Trust FAQs
Why should I set up a trust?
A trust should be set up because it can put conditions on how and when your assets are distributed. It can also reduce estate and gift taxes, as well as the cost of court for probate.
What's the value of using trust services?
The value of using our trust services is that a non partial professional will monitor your account and follow the terms of your trust per your trust document.
Investment Management FAQs
How much of my assets should I invest?
Experts recommend investing 10 to 15 percent of your annual income.
Who will handle my investments?
The team of experienced bankers at Core Bank will help to manage your investments.
Will Core Bank oversee my investment portfolio?
Yes, we will monitor and oversee your investment portfolio.
Contact Core Bank
Have other questions you don’t see answered here? Get in touch with a member of our team! We’re happy to help our customers find answers to the questions you have.
Latest From the Blog
Meet Lindsay Borgeson, Chief Deposit Officer
Core Bank is proud to celebrate Women’s History Month and feature Women in Leadership at Core Bank throughout the month. Meet Lindsay Borgeson, Chief Deposit Officer at Core Bank where she fuels ongoing deposit growth and works collaboratively with other areas of the bank such as the banking centers, virtual center, and treasury to help the team deliver the best banking experience.
House Projects for Spring Break Staycations
If you have one or more family members enjoying a week off from school soon, this means you have a spare pair of hands to help with home décor updates. Here are three to consider – they all deliver lasting value for your time and investment. You or your family members just find that they have a hidden talent for DIY.