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Personal Investing

Personal Investing

Personal investment success begins with a plan: a strong investment strategy that includes an evaluation of your risk tolerance, your short-term cash needs and your long-term goals. Once we understand those elements, we develop a custom investment plan to help you reach your goals.

Wealth Management

At State Bank Wealth Management, building your account balances begins with building a relationship. We want to understand your personal and family goals. We’ll analyze your current financial situation, help you create realistic, attainable objectives, and implement strategies to help fulfill your family’s legacy vision. 

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Investment and Asset Management

Using proven asset allocation and diversification techniques across traditional and non-traditional investment classes allows us to manage risk and complexity, while controlling costs to seek the best risk adjusted returns.

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Estate Planning

You’ve worked hard to build your wealth and provide a comfortable living for you and your loved ones. At State Bank, we understand that being a trustee requires more than just investment and tax expertise. We devote ourselves to protecting your assets and fulfilling your intentions.

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Private Banking

When you are looking for premium banking services, superior customer service, and financial guidance, look to your dedicated State Bank Private Banker.

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Brokerage Services

The Investment Center located at State Bank is a full-service brokerage office. They are here to meet several of your needs in one location.

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Contact us today. We're ready to talk about your financial future.

Investment products and services may lose value, are not a deposit, are not guaranteed by any financial institution, and are not FDIC insured or insured by any government agency.

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