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Investing

Investing services you can trust

Financial Services Center
 


When planning or investing for the future, isn't it nice to know you have someone you can trust to give you advice that's right for you? River City Bank's Financial Services Group was created to provide you with the support and advice you need to prepare you for whatever the future might hold.

Our complete financial planning services include a menu of investment alternatives that's broad enough to suit the most conservative as well as the most growth oriented investor. Working with the California Department of Health Services Long-Term Care Partnership, we offer long-term care insurance to help you protect your future. In addition, we provide a comprehensive selection of life insurance plans.

The Financial Services Group at River City Bank stands ready to serve you. Let us help you build your future.

Our complete financial planning services include but not limited to:
 

Wealth Management

  • Estate Planning
  • Cash Management
  • Tax Advantaged Strategies
  • Charitable Planning
  • Asset Allocation Modeling
  • Family and Private Foundations

     

Retirement Planning

  • Traditional IRA
  • Roth IRA
  • Stretch IRA/Inherited IRA
  • SEP-IRA
  • Single K plans

Educational Planning

  • 529 Plans
  • Coverdell Educational IRA's
  • UGMA/UTMA Accounts

Annuities*

  • Fixed and Variable

Life Insurance

  • Term, Universal & Whole Life
  • Trust Owned Life Insurance

Brokerage Services*

Separately Managed Accounts*

Long-Term Care Insurance

Disability Insurance

Investments: Are not FDIC Insured | Are not a Deposit | Offer no Bank Guarantee | May Lose Value | Are not Insured by any Federal Government Agency.

*Securities and Investment Advisory Services offered through Financial Network Investment Corporation. Member SIPC. River City Bank and Financial Network are not affiliated.

 

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