Investments and Insurance - Popular Private Client

Investments

Our mission is built around a 3-step process:

  • Understanding your goals
  • Creating a plan that will achieve your objectives based on our experience and success
  • Continually updating you on progress and proposed strategy shifts

Retirement Planning

Our holistic approach to your retirement is based on an in-depth understanding of your financial priorities. We take into account your important financial goals, such as buying a second home, as well as helping you estimate the changing variables of retirement.


Insurance

Our alliances across multiple insurance companies allow us to provide solutions for both personal and commercial risk management. We offer a wide array of insurance products including life, disability, and business succession planning, among others.


Your Private Banker may assist by reviewing your current insurance policies and recommending additional insurance solutions, if warranted.