We know you have specific financial objectives in mind – like saving for retirement, opening a new business, or planning for college. Our investment services are here to turn your goals into reality.
At FirstBank Southwest, we’re committed to preserving, protecting, and growing your wealth. We build relationships and put your needs first. Our collaborative approach helps to determine the best asset allocation for your risk and return expectations.
Individual Investment Accounts:
- Business and Non-Profit Investment Accounts
- Traditional and Roth IRA Accounts
- Rollovers from 401(k) to IRA Accounts
Investment offerings Include:
- Corporate and Municipal Bonds
- Direct Managed Accounts
- Cash Equivalents (U.S. Treasuries, Money Market Funds, etc.)
- Asset Allocation Models
Our approach balances risk and return to offer both performance and peace of mind, plus we’re not paid based on commission – so we’re always working hard on your behalf. Call us today at 806.322.7241 for a free review of your needs.
View other Wealth Management services here.
Trust Services and Wealth Management Investments are not FDIC insured, are not a deposit or obligation of FirstBank Southwest, are not guaranteed by the depository institution and may lose value.
Enjoy A Variety of Benefits
Save time and money with the convenience of online BillPay.
A fast and convenient way to receive your paychecks.
Go paperless and receive your monthly bank statements electronically.
Our EMV Debit Cards are a secure and convenient payment method for everyday transactions.
Call in to check your balance, transfer funds and more.
Check your balance, review transaction history, pay bills and make mobile deposits.
Monitor your accounts from a desktop or tablet.
With a nominal fee, we pay items when you are inadvertently overdrawn.
Protect your debit card from fraud, control where your card is used and receive spending notifications.