Personal Banking

Investment and Money Management

Secure Your Financial Future

It's never too early to start planning for life's next steps, and MBT can begin laying the groundwork for your financial future through strategic planning and personal service. When you work with MBT, you'll be working with a personal wealth advisor determined to get the best results for you and your family. First, we'll gain in-depth understanding your goals, then develop a customized, careful long-term strategy to help you fulfill them.

 

CERTIFICATE OF DEPOSIT (CD)

MBT offers Certificates of Deposit as a consistent and safe way save for the long term. All you need to do is specify the length of your CD, and the money you put in will gain interest until the time it matures. Whether short or long term, small or large investments, a Monroe Bank & Trust CD offers you the performance, power and options you need to grow your finances.

 

Individual Retirement Account (IRA)

It’s never too early to start saving. Along with Social Security and 401(k)s, IRA’s should be part of your retirement plan. With a variety of plans to choose from, no annual fee and no minimum balance to open, an MBT IRA will help make sure your retirement dreams come true. MBT Individual Retirement Accounts (IRAs) may offer significant tax advantages*. High yield, tax-deferred earnings and are available with fixed or variable rate CD accounts, with interest compounded daily and credited to the certificate account monthly. Plus, we make it easy to  "rollover" IRA funds and are there to help you with knowledgeable and personal service.

*Please consult your tax advisor for details. Visit www.IRS.gov for in-depth IRA guidelines. 

 

Retirement Planning1

As the 4th largest Bank Asset Management provider in Michigan2, we have the knowledge, experience and history of success to build a portfolio that can carry you through retirement. Thanks to our access to global resources and our finely tuned investment model, we're confident that the custom retirement plan we can build for you will deliver peace-of-mind and results you won't find anywhere else.

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READY TO STEP UP YOUR INVESTment OPTIONS?1

Explore MBT Wealth Management & Investment Services and set up a consultation today. With an unmatched level of service, expertise and accountability, The MBT Wealth Management Group provides a full range of fiduciary and investment services including comprehensive investment management, trust administration and estate settlement.

CONTACT US

or call 800-321-0032 for more information.   

 

1 Investment products are not insured by FDIC or any Federal Government Agency; may lose value, and are not a deposit of or guaranteed by the bank or any bank affiliate. 

2 2014 - Ranked fourth in Michigan by the Michigan Bankers Association for total bank assets managed.

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