Thumb National Bank and Trust Company

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

Alice Zaleski, Registered Representative,Securities Licensed in MI, 1-866-862-3113

Check the background of this investment professional on FINRA BrokerCheck 

Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The bank has contracted with SPF to make non-deposit investment products and services available to bank clients.