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Investment Services
Thumb
National offers you a wealth of financial resources. We
provide access to investment management, financial
consulting and retirement benefit plans tailored to meet
your particular needs.
Institutional
& Retirement Services
 | Profit
Sharing Plans |
| Pension
Plans |
| 401(k)
Plans |
| Flexible
Benefit Plans (Cafeteria Plans) |
| Keogh
Plans for the self-employed |
| Traditional
IRAs |
| Roth
IRAs |
| Coverdell
Education Savings Accounts |
| Simple
IRAs for small businesses |
| SEPs |
| Cash
Management Portfolios |
It’s time you enjoyed the convenience and piece of mind
that comes from having an experienced financial
professional work for you. For generations, Thumb National
Bank & Trust Company has been helping our customers
build a better way of life. Our Trust Department is
competitively priced and offers a wide variety of trust
and investment products.
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Not FDIC Insured |
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Not a Deposit |
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May Go Down in Value |
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Not Insured by any Federal Government Agency |
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No Bank Guarantee |
Trust & Investment Specialists
Ben Schott ben.schott@thumbnational.com
Amy Wehner amy.wehner@thumbnational.com
Debbie Deering, Registered Representative,
Securities Licensed in MI, 1-866-862-3113
Alice Zaleski, Registered Representative,
Securities Licensed in MI, 1-866-862-3113
Some non-deposit investment services are
offered through Sorrento Pacific Financial, LLC (SPF),
Member FINRA/SIPC, an independent registered
broker-dealer. Registered
Representatives are employed by Thumb National Bank &
Trust Co. and registered through SPF. SPF and Thumb
National are not affiliated. |
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