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Private Banking - Financial Services

You need financial support throughout the course of your life — not just in retirement.

We started out offering retirement services to teachers nearly 100 years ago. Today, we’re a full-service financial services company.

We specialize in the distinctive needs of those who work in the academic, research, medical and cultural fields. We’re here to listen to you, to advise you, and to help you feel confident about making financial decisions.

Our Mission

Since 1918, our mission has been to serve those who serve others. In an ever-changing financial landscape, we seek to maintain a high degree of personal and professional integrity.

We can help you reach your unique financial goals — for retirement, saving for college or providing protection for your loved ones. We provide products and services that we can tailor to your personal needs. It’s how we meet our commitment to helping you make financial well-being possible. Learn more about our:

  •     Retirement Plans
  •     After-Tax Annuities
  •     IRAs
  •     Education Savings
  •     Mutual Funds
  •     Brokerage Services
  •     Banking
  •     Life Insurance

Our consultants and advisors are here to help every step of the way. They work with you to understand your particular goals and provide trusted recommendations.

Contact Us

8500 Andrew Carnegie Blvd
Charlotte, NC 28262
800 842-2888

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