Private Client Services
Highly Personalized Banking
Private Client Services is the cornerstone for all the banking needs of LANB’s largest Deposit, Loan, Investment and Trust clients. Your Private Client Services advisor will serve as your personal account executive and will be your single point of contact for all of your banking needs. Whether in the BAnk or at your office or home, Private Client Services provides extraordinary service for a select clientele.
Private Client Services is available to qualifying* individuals, businesses, and non-profit organizations. Individuals with larger or more complex banking relationships will find the services of Private Client Services especially helpful, as will doctors, dentists, attorneys, accountants and other busy professionals.
PERSONAL ACCOUNT EXECUTIVE & STAFF
Your Private Client Services account executive and staff are highly experienced bankers in a broad range of financial services, and will serve as your single point of contact for all your banking needs.
PRIVATE, SECURE & COMFORTABLE BANKING ENVIRONMENT
Private Client Services offers a private and professional environment in which to conduct your banking business.
Your Private Client Services account executive and staff will assist you at the bank or will bring the bank to you by coming to your office or home to provide banking services when necessary.
Private Client Services provides day-to-day banking activities such as the opening and servicing of checking, savings, certificates of deposit and Individual Retirement Accounts. Other services include online banking, debit cards, wire transfers, stop payments and more. Deposit products are FDIC insured.
Private Client Services will accommodate your borrowing needs, whatever they may be. We offer consumer and commercial loans and will arrange and assist with your residential mortgage loans, construction loans, and the more complex forms of commercial credit facilities.
Your account executive will help fulfill all your investment needs through our highly experienced investment professionals. Investment Department services include complimentary portfolio reviews, expert management of your investment portfolio, financial planning, IRAs, 529 college savings plans, 401(k) and 403(b) plans and all forms of investment securities. (Not FDIC Insured / Not Bank Guaranteed / May Lose Value / Not a Bank Deposit / Not Insured by Any Federal Agency)
When it comes to preserving and transferring your wealth, your Private Client Services account executive will arrange for advisory meetings with one of our highly experienced trust officers. Our Trust Department provides a comprehensive range of trust and discretionary investment advisory services. LANB can serve as corporate trustee, agent under power of attorney, or personal representative (executor).
Private Client Services clients receive preferred interest rates on their personal deposit accounts. Many services for which there are fees elsewhere in the Bank are provided free of charge. Private Client Services-branded personal checks are also provided free of charge.
Private Client Services is available to individuals, businesses, and non-profit organizations with one or more of these banking relationships: relationships that maintain $500,000 or more in Deposit accounts, Investment accounts or Trust accounts at LANB; relationships that have $1 million or more in loans or lines of credit with LANB; or individual with adjusted gross income of $250,000 or more.
Wealth Strategies Group