Retirement Services | First Bank Upper Michigan

Retirement Services

Retirement Services

Main

First Bank Investment Management Group offers a wide range of investment services, including: 

  • Investment Management for Individuals & Organizations
  • Trust Administration
  • Estate Settlement Services
  • Retirement Planning
  • Traditional & Roth IRAs
  • 401K & Profit Sharing Plans
  • Conservatorships
  • Institutional Investment Services

Our investment advisors legally assume a fiduciary responsibility to act solely in the best interest of our clients.  This means that our advice and professional opinion must be carried out objectively on your behalf.  This is the highest standard of care.  A fiduciary must act with undivided loyalty to a client. 

First Bank Investment Management Group

 

Not insured by the FDIC. No financial institution guarantee. May lose value. Not a deposit or other obligation of, or guaranteed by, the depository institution. Subject to investment risks, including possible loss of the principal amount invested.