“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.
“We love the personal, prompt and exacting service we receive from Security National Bank’s Trust Dept. We don’t hesitate to call Dena Johnston for help with a range of services including online bill pay through my interest bearing checking account. Recently she helped with a unique personal problem by transferring money when we were out of town. I always know there will be a friendly and patient voice at the end of the line when I call.” – M.S.
"Financial markets don't always cooperate with outstanding returns, but you can always depend on Security National Bank Wealth Management to provide outstanding service and expert investment, estate, and financial planning advice." – B.S.
“In a time where business can be conducted almost exclusively “electronically” I truly appreciate the “face to face” service I receive from SNB Wealth Management. I greatly appreciate the people who manage my money live and work in Siouxland.” – L.O.
“Security National Bank has been the trustee of our 401(k) plan for the past 6 or 7 years and has done a very professional job in all aspects of the retirement plan. From communication to our associates, to handling compliance issues, they have shown us the expertise that we need to feel comfortable that we have put a plan in place that meets our needs and accomplishes our intentions…that is, to provide for the future retirement of our most important assets, our associates. They’re the experts, we rely on them and they deliver.” – S.L.
“Becoming a widow at a young age can leave you feeling vulnerable. A close friend of the family suggested the trust department at Security National Bank. I am well informed on my accounts and decisions they are making on my behalf. I am eager to recommend their services to friends and family.” – M.M.
“Security National Bank has been our choice for a bank since 1971. We have used their trust department services for a number of those years. The trust officers have been very diligent with our portfolio, have kept us updated, and answered any questions we have asked. In our experience, the personnel are knowledgeable, pleasant and helpful. We recommend Security National Bank and the trust department to anyone needing their information and services.” – M.R.
“We have always found the Wealth Management team (of Security National Bank) to be very generous with their time and knowledge answering all our questions with reasoning and facts allowing us to make sound decisions. Their service has been outstanding.” – S.B.