It starts with you and your goals.

Your success is our priority—whether you are looking to build wealth, focusing on what you have, or on preserving your family legacy.

 
 
 

We help navigate your journey step by step using a continually evolving financial relationship.

With our personalized, 360-degree approach to products and services, you can enjoy regular meetings and updates all tailored to you.

 
 
 

With our 360-degree approach to products and services, you can do more.

Our team of specialists will help you manage all of your financial affairs, from financial planning to mortgage loans, investments, and insurance.2 We can oversee and optimize your entire portfolio—so you have reassurance knowing your finances are in capable, experienced hands. Popular Bank offers:

 
 
Palladium Checking

PALLADIUM CHECKING
Business Banking

BUSINESS BANKING
Mortgages

MORTGAGES
Lending Solutions

LENDING SOLUTIONS
Retirement Planning

RETIREMENT PLANNING†
Investment Services

INVESTMENTS†
Insurance Services

INSURANCE SERVICES†
Trust Services

TRUST SERVICES†
Online and Mobile Banking

ONLINE & MOBILE BANKING
Contact Popular Private Client

CONTACT US

Are you ready to have a conversation about your future?

Connect with a private banker to share your needs and start designing a plan that inspires you to manage, invest in, and achieve life goals.






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1

Broker Check by FINRA

Securities and advisory services are offered through Osaic Institutions, Inc. (“Osaic Institutions”), a registered investment advisor and broker-dealer (Member FINRA / SIPC). Insurance products are offered through Osaic Institutions or by Popular Insurance Agency USA, Inc. (PIAUSA). PIAUSA, also known as PIA US Insurance Agency (PIAUS), is a wholly owned subsidiary of Popular Bank, a New York state-chartered financial institution. Osaic Institutions or its affiliates are separate entities from and are not affiliated with PIAUSA, PIAUS, Popular Investments, or Popular Bank. “Popular Investments” is a registered service mark.

When registered representatives offer products and services under the Popular Investments name, they are doing so as insurance agents or registered representatives of Osaic Institutions, or as insurance agents of PIAUSA. Osaic Institutions registered representatives are also employees of Popular Bank. Popular Bank and PIAUSA are not registered as a broker-dealer or an investment adviser. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. If applicable, please request a prospectus as it contains more complete product information — including risk, fees, and expenses — and should be read carefully before investing.


NMLS # 417584

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