Whether you are facing an unexpected, complex financial situation or you simply want to make sure you are on track to achieve your financial goals. Our broad range of resources and personalized customer service deliver the expertise of a national leader with the care and commitment of a small firm.
Effective financial management is key to a profitable business. We can help you with both your personal and business financial needs with our comprehensive wealth management services.
Your law practice may take up the majority of your time. Our Wealth Managers understand the needs of attorneys and law firms. We have a 128 year history of working closely with legal professionals and law firms to develop comprehensive, strategic financial solutions.
Your time is valuable. Our Wealth Management Team can work with you and your other advisors to develop a customized plan to address investment risk, retirement planning, estate planning and personal financial issues.
As a professional in the medical field, you need a financial services provider that understands your practice and provides a sophisticated strategy to manage cash flow, employee benefits and personal financial services. Security National Bank has provided over 127 years of trusted service to the medical community.
In today’s uncertain economic environment, non-profits face many challenges. With over 60 professionals in our Wealth Management Division, we provide a wide spectrum of sophisticated investment solutions, strategic insights and world-class resources.
“Security National’s Trust Department has handled my IRA and Trust Fund for almost 20 years. They have always made a good return on my money. And any time I have a question or a problem they are always so willing to help me in any way they can. I am very satisfied with them.” – C.M.
“The Wealth Department of Security National Bank have managed both My Wife’s and my Trusts as well as our other programs including our 401(k), for many, many years. They have a great staff that have always recommended opportunities that have maximized our Investment and earnings even during these unusual times.
Over the years they have earned our complete TRUST in their “Decision Making”, which gives us complete peace of mind that our money is in great hands. We very highly recommend them to anyone seeking financial help!“ – R.J.
“I have been doing business with SNB for nearly ten years now and there are several things about our relationship worth noting. They genuinely appreciate their customers and they do specific things throughout the year to convey that appreciation. They do not take their customers for granted.
Secondly, their execution of security purchases in my company 401(k) Plan is precise, accurate and timely. They handle all my tax reporting for my 401(k) Plan and I never have to worry about the right reports getting filed in a timely and accurate manner. Lastly, their cost for services is reasonable and competitive. I have no reservations in recommending SNB’s services to any of my family or friends.” – R.S.