Wealth Services FAQs
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?
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, 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
ICBA and Core Bank: How Relationship Banking Funds Local Prosperity
Core Bank and Independent Community Bankers of America® (ICBA) are reminding consumers that banking locally is an investment in the community and creates a lifelong relationship with a hometown lender with community ties and a vested interest in their customers’ financial success.
Love or Lies? Unmasking the Truth Behind Romance Scams
Romance scams are emotionally manipulative and financially devastating, but knowledge is power. By recognizing the warning signs and staying cautious in online relationships, you can protect yourself and your loved ones from falling victim to these scams.
