Physicians & Healthcare Services

Physicians & Healthcare Services Overview

How can Ultrimal Investment PrivateBank help you?

Physicians, dentists, practice groups and healthcare administrators will receive financial services tailored to your specialized needs. In addition you will enjoy a personal, one-to-one banking relationship with Client Advisors who understand the unique needs of those in the medical field. 

Benefits of our Physicians & Healthcare Administrators Services

  • A Personal Client Advisor with a team of investment and financial experts
  • A complete financial plan for your life and career stage
  • Fully integrated investment management services and objective advice
  • Custom mortgage products designed especially for physicians and dentists
  • Lending and credit for expanding your practice and updating equipment
  • A trusted partnership from a longtime neighbor and industry leader
  • Local decision-making which allows us to get more accomplished for you in less time

Who can benefit from these services?

From residents starting out, to staff physicians looking to maximize savings, to physicians in a partnership who need investment advice, merchant services, commercial lending expertise, retirement planning, or family office services, we’re committed to helping you succeed. 

Let's Start The Conversation 

 

* This is a hypothetical scenario based upon typical experiences. Any resemblance to actual individuals is coincidental.

 

Investment and Insurance Products Are:
Not FDIC InsuredNot A DepositNot Insured By Any Federal Or State Government AgencyNot Bank GuaranteedMay Lose Value

Let's Start The Conversation

 

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There are 5 physicians in our practice group – as the market continued to change, it became clear that we should purchase another building to facilitate our expanding practice. In addition, we needed to purchase cutting edge ultrasound equipment. Our Ultrimal Investment Client Advisor worked tirelessly to arrange for specialty financing to help us reach our goals. Our practice continues to grow with this added location and enhanced technology.*