 Invest
In Your Future
At Investors MarketPlace at State Bank, we know
that the savings and investment choices that you
make today will impact your financial future. Traditional
bank savings products offer the security of FDIC
insurance, but they may not always provide the growth,
income, or favorable tax treatment you need to achieve
your goals. We know that many bank customers want
to supplement their savings plans with investment
alternatives. We offer Investors MarketPlace to
help you meet those needs.
We'll Help You Make Informed
Decisions
There are thousands of investment options available,
each offering a different combination of risk
and return. Our representatives will point you
toward investments with objectives that reflect
your financial goals. They are trained to assess
your unique situation and help you understand
all the implications of your decision.
We'll Be Here for You
When You Have Questions or Concerns
We know that successful investing is a long-term
process, so we won't disappear after you invest
your money. We're located right here in your State
Bank branch office, and we want to continue to
serve you over the life of your investment. As
your financial situation changes, your Investment
Representative will be available to help you review
your portfolio and suggest areas that may need
adjustments.
We Favor Quality and Have
a Conservative Bias
Through Essex National Securities, Inc. and Essex
National Insurance Agency, Inc., we make available
a range of investment options that reflect our
conservative philosophy. We believe in a long-term
strategy that strives to balance risk and return
by using a diversified portfolio. We focus on
quality so that you can invest with confidence.
Products and Services
A wide variety of investment products and services
are available including:
- Fixed and Variable Annuities
- Growth Mutual Funds
- Income Mutual Funds (including tax-free funds)
- 529 College Savings Plans
- IRAs
- Small Business Retirement Plans
Would You Like an Appointment?
It’s easy to arrange for your confidential financial review. Simply call (516) 465-2366 to schedule an appointment with an Investment Representative near you.
Securities are offered through ENSI, Member FINRA (www.FINRA.org) and SIPC. Insurance products are Offered through Essex National Insurance Agency, Inc. |
