At Extraco Wealth & Trust, we offer a comprehensive range of investment products tailored to your needs, including stocks, bonds, mutual funds, ETFs, annuities, and retirement plans like IRAs and 401(k)s.
Our personalized approach to retirement and education planning ensures your long-term financial security and helps you achieve your investment goals.
As you approach retirement, planning is crucial for your family's security, and Extraco Wealth & Trust is here to help. Whether you're starting your career or nearing retirement, our approach includes understanding your risk comfort, identifying long-term goals, planning your retirement lifestyle and income, ensuring your savings last, and protecting your retirement.
We have the right mix of products to match what works for you. We know that choosing a solution that matches your needs is essential to achieving investment success.
Time is your biggest ally when planning for college, so the younger your children are when you start, the more time you'll have to save. Even if your children are older, it's not too late to start; small monthly contributions can add up, and looking for tax incentives and grant programs can optimize your education payment plan.
Schedule an appointment with one of our Wealth & Trust advisors to see which one of our investment options is right for you.
Securities are not FDIC or Government Agency, no bank guarantee, may lose value, not a bank deposit, and subject to risk.
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