Planning with a Purpose. Picture of a business woman speaking at a board meeting. 3 business men watching the presentation.

Succession Planning

You’ve made every decision along the way.

Extraco planning professionals can assist you in determining the business succession approach that will help you maximize the wealth that's tied-up in your business, and secure the future for you and your company.

Picture of chess pieces. The white king is laying down surrounded by a black knight, pawn and king.

Wealth Management

Your ideas are limitless. So should your wealth potential be.

The professionals at Extraco offer access to investment vehicles to help businesses achieve short- and long-term business investment goals. Your portfolio may include a tailored mix of treasuries, bonds and equity investments from carefully selected providers.

A fluorescent light bulb with an infinity shape to the top of the bulb.

Trust

A strong foundation is important to every business.

We provide our client’s access to advanced, cost-effective, and service-oriented retirement strategies. We provide 401(k), profit sharing, defined benefit pension, simplified employee pension, savings incentive match plan for employees, 403(b), 457, and many other services.

Smooth rocks stacked in a zen-like way to promote trust.

Contact Us

We want to hear from you.

So we created the tools to find just who you need.

Icons for mail, email, phone and mobile hanging from strings.

To learn more about this investment professional, visit FINRA's BrokerCheck.

Extraco Banks is a Member FDIC. Securities offered through Extraco Banks are NOT Deposits, NOT Insured by the FDIC or any Federal Government Agency, NOT GUARANTEED by EXTRACO BANKS or its Affiliates, and MAY GO DOWN in value.

Extraco Banks

Got a question? 1.866.EXTRACO or 1.866.398.7226

Log-in


Forgot username or password?