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, 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
Liliana Marquez Joins Core Bank Mortgage Team
Core Bank is pleased to announce the addition to the Core Bank mortgage team with Liliana Marquez, a Bilingual Mortgage Loan Originator. Liliana has five years of mortgage experience and joined Core Bank in September 2023. Fluent in Spanish and English, Liliana is dedicated to making the home-buying journey go as smoothly and as enjoyable as possible for her clients. She is passionate about educating her clients to find the best program to fit their needs.
Take On High Rates with a Buydown
When you’re ready to obtain a mortgage loan, there is actually something you can do to ensure your mortgage payments are more manageable in the future. A buydown mortgage is a financing technique that allows a borrower to obtain a lower interest rate.