Private Banking

Private BankingBUILDING
Wealth is Not Created Overnight.  Evans Private Banking Program Helps Clients Meet Their Financial Goals over Market Cycles and Across Generations

Premium Banking Services

  • Checking interest rates that beat CDs and Money Markets
  • Discounts on Residential and Commercial Mortgages and Home Equity Lines
  • Customized Employee Benefit Plans Designed to Minimize Your Costs While Providing Your Employees With Health and Wellness

Retirement Planning

  • Managing Assets Before and During Retirement
  • Assist You in Understanding Your Company-Sponsored Retirement Plans and IRAs
  • Determining How Much You Need to Retire Comfortably and Maintain Assets for Your Heirs

Tax Management

  • Strategies to Reduce Your Current and Future Tax Burden
  • Referrals to Qualified Tax Specialists

GROWING
Your dedicated Private Banker will work with you to develop a customized financial strategy.

Investment* Management

  • Assess Current Situation
  • Set Future Goals
  • Clarify Investment Objectives
  • Create Asset Allocation Strategy, using Appropriate Bank and Investment Products
  • Monitor Results and Modify Plan Based on Changing Needs and Market Changes

Premium Banking Services

  • Preferred Rates on CDs
  • Better Checking
  • Online Banking
  • Free Evans Private Banking Checks
  • Free Small Safe Deposit Box or Preferred Pricing on Larger Box
  • Tax Reduction Strategies

* Securities are offered by LPL Financial Services, member FINRA/SIPC. LPL products may lose value, are not deposits with or obligations of, or guaranteed by Evans Bank or its affiliates and are not insured by the FDIC or any other government agency.

PROTECTING

We Can Help You Prepare for Unforeseen Events that Can Derail Your Financial Plan.  Through a Combination of Insurance and Estate Planning, Evans Will Help You Protect What You Have Worked Hard to Create.

Insurance-The Evans Agency

  • Risk Analysis – Review Existing Insurance Policies
  • Implement the Best Polices for Your Situation
  • Recommend Policy Changes When Appropriate
  • Access to The Evans Agency’s VIP Program
  • Dedicated Customer Relationship Manager
  • On-Line Policy Access
  • Annual Coverage Review Before Renewal
  • Estate Planning
  • Tax Reduction Strategies

Estate Planning

  • Plans to Preserve Your Estate for Your Intended Heirs
  • Minimize Exposure to Estate Taxes and Probate Costs
  • Referrals/Coordination with Tax and Legal Advisors

Contact our Private Banker for more information on any of our private banking products and services, or to set up an appointment to discuss your own unique situation.