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.

• Not FDIC Insured
• Not a Deposit  
• May Go Down in Value  
• Not Insured by any Federal Government Agency  
• 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.