Wealth ManagementSpecial AnnouncementsPrivate Banking Our Private Banking Platinum products provide an array of benefits and a level of service that recognizes the value we place in our Private Banking relationships. Learn More  |
  
Wealth ManagementAt Mechanics Bank, wealth management is about you – and the process of determining how we can best address your financial goals. We’ve successfully managed the wealth of individuals and families over many generations, providing comprehensive services in financial planning, investment services, trust and estate services, and private banking. We deliver the kind of personalized service that only a local community bank can offer, drawing upon our staff’s knowledge, dedication and collective expertise to build and protect your wealth and to ensure that your financial wishes are honored over time. Our client relationship managers include attorneys, Certified Financial Planners, Chartered Financial Analysts, Certified Trust and Financial Advisors, and MBAs working together to satisfy your wealth management needs and further your overall financial goals. INVESTMENT MANAGEMENTBusinessesIndividuals and Families IRA Accounts Not-For-Profit Organizations Private Foundations Retirement Plans Trust and Estates PRIVATE
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*Securities and insurance products are offered through PrimeVest Financial Services, Inc. , an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. |
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.
Investment Specialists are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute and offer to sell, or a solicitation to purchase brokerage services to persons outside of the United States.
Consult your Legal or Tax Consultant for advice and information concerning your particular circumstances. Neither Primevest Financial Services, nor any of its Registered Representatives, may give legal or tax advice.
Income may be subject to Federal Alternative Minimum Tax (AMT), State Tax, or Local Tax.
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