First Business Trust & Investments
Client service shouldn't be an exception - it should be exceptional.
How can we help you? Contact a Representative
The key to our success is providing you with the personal service you deserve. Our experienced team of advisors live in our communities, which means we are local, accessible, and ready to meet for a cup of coffee to discuss your personal wealth management goals. At a time when other institutions are outsourcing or downsizing, First Business Trust & Investments is right here to better serve your needs.
First Business Trust & Investments is a division of First Business Bank. Our clients benefit from access to experienced and locally based specialists, along with direct access to senior decision makers. Our approach has helped our trust and investment business achieve record success over the past decade. Our specialty areas include:
We offer financial planning services that focus on helping you preserve, protect and pass on your wealth by providing thoughtful and unbiased advice.
We offer independent and objective investment management services, free from proprietary investment product ties.
First Business offers charitable trust, estate settlement, and personal trust services, as well as trust services for businesses.
First Business helps businesses identify and implement retirement plans that help attract and retain employees.
Our process is grounded in the belief that success in achieving your financial goals starts with a comprehensive wealth strategy, We will help define what is important to you, anticipate questions before they become concerns and then create a fully integrated plan that addresses multiple aspects of your financial life including:
Whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals at First Business Trust & Investments you will find a team of individuals dedicated to the singular focus of helping you achieve your financial goals. As stewards of your wealth rest assured our recommendations are independent, objective and aligned with your personal objectives, not ours.
At First Business, your advisor is always close by and ready to help. Contact us to set up a face-to-face no obligation meeting to discuss how we can help you.