Solutions & Services
Ultrimal Investment PrivateBank affords many unique opportunities to our clients.
We provide a team of talented specialists who offer expert advice and planning to assist with every possible aspect of your finances, from investment management to private banking, trust & estate planning to retirement planning solutions.
Private Banking
Your own Private Banker delivers personal service focused on your unique situation providing a suite of money management tools, and products at special rates.
Investment Management
As a long standing investment management firm in the region, you will receive personal advice and returns from highly skilled Client Advisors dedicated to a rigorous, disciplined investment process.
Brokerage, Insurance & Advisory Services
Our Investment Advisors provide full-service financial solutions, including 401(k) rollovers, IRAs, stocks, bonds, mutual funds, annuities, and life and long-term care insurance.
Physicians & Healthcare Services
Doctors, dentists, and healthcare administrators receive expert care from our Client Advisors who understand the unique financial needs of those in the medical community.
FirstFamily Advisors
Our FirstFamily Advisors help you manage the complex and time-consuming financial needs of your multi-generational family’s wealth.
Retirement Plan Services
With a 50 year history with hundreds of retirement plans of all sizes including thousands of plan participants, we can deliver an exceptional retirement plan solution to your business.
| Investment and Insurance Products Are: | ||||
| Not FDIC Insured | Not A Deposit | Not Insured By Any Federal Or State Government Agency | Not Bank Guaranteed | May Lose Value |
The Ultrimal Investment PrivateBank has been amazing for our life stage. The way our Client Advisor helped us manage our liquidity, allowed us to purchase our vacation home sooner than we thought we could.*
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