Wealth Management
American Community Bank offers complete wealth management services, including investment, estate, business, and personal financial planning services through a partnership with GFI Wealth Partners and Raymond James Financial Services, Inc. (RJFS).
Office: (219) 237-6160
There is no charge for consultations and we will visit with you at any of our convenient bank locations or at the GFI Wealth Partners office in Munster:
9410 Calumet Avenue
Suite 403
Munster, IN 46321
Services Offered
- Retirement Planning: 401(k), 403(b), SEP, Profit Sharing, Simple IRA, Roth IRA
- IRA rollovers/transfers
- Roth conversions
- Advice on plan selection and investment allocation
- Annuities - fixed and variable
- Estate planning assistance
- Mutual fund review
- Portfolio review
- College education planning
- Tax-advantaged investing
- Life insurance
- Educational seminars
Areas of Focus:
- Investment Advice
- Asset Allocation
- Corporate and Individual Retirement Planning
- General Financial Planning
Securities are: not insured by the FDIC; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Raymond James Financial Services, Inc. (RJFS). Member FINRA/SIPC. RJFS and American Community Bank are not affiliated. Information provided by registered representatives of Ramond James Financial, Inc. is neither tax nor legal advice. Investors should speak to their tax professionals for specific information regarding their individual tax situations. Check the background of these financial professionals on FINRA's BrokerCheck.