For information regarding our services, please call (570) 253-8507 or (800) 869-8297 and we will be happy to answer your questions. You may fax information to the Wealth Management and Trust Services Division by dialing (570) 253-4162.
We are pleased to note that Investment Management customers are now able to access their account information online by contacting Ginny Kielar in the department for set-up instructions.
Consultation To Form a Plan of Action:
The diversified collection of stocks, retirement plans, real estate, life insurance, and other assets that you accumulate are sometimes referred to as your "estate".
A collection of assets is not the only thing you need to consider. You really need a well thought out plan and oversight with a team of experienced professionals who can help you develop that plan based on your expectations in order to establish an estate that is right for you and your heirs.
The Wealth Management & Trust Services Division at Wayne Bank has a successful track record. Our combined staff has over 90 years of experience in financial services!
With your input and our expertise we will carefully select and establish a diversified investment portfolio for you and we will supervise it - infinitely. That's right, when you choose our Wealth Management & Trust Services, your accounts will be supervised as long as the Bank is here and so far, that has been more than 140 years!
An estate plan cannot be fully effective unless an experienced executor successfully carries out the plan and avoids costly errors. Similarly, trust plans can only be as secure as the trustee you select.
Our efforts are focused on successful investment returns and the reduction of taxation. We invite you to take the time to review your options with us. We'll give your investment and estate plans the attention they deserve. We look forward to working with you.
For more detailed information about any of our services, please select a service category from the list.
Investment products, such as stocks bonds, and mutual funds: Are Not FDIC Insured; May Lose Value; Are Not Bank Guaranteed.