Level One Bank Launches New Wealth Management Division
FOR IMMEDIATE RELEASE: June 6, 2014 Contact: Don Tanner (248) 626-0006
FARMINGTON HILLS, Mich.,– Level One Bank, one of Southeast Michigan’s leading community banks, has expanded the depth of its financial services with the launch of a wealth management division, Level One Wealth. The announcement was made by Patrick J. Fehring, President and CEO of Level One Bank.
“The addition of Level One Wealth allows us to provide our clients with a complete suite of financial services,” said Fehring. “Our clients deserve to have financial guidance and expertise at their fingertips, and we look forward to serving them, and our community, more comprehensively through our new wealth management division.”
Level One Wealth offers wide-ranging investment and advisory services through Investment Centers of America (ICA), member FINRA, SIPC. Level One Wealth team members are registered investment professionals and are available by appointment at any Level One Bank location.
Some of the services Level One Wealth offers include: financial planning, social security analysis, business succession planning, college education planning, family wealth transfer strategies, and insurance and investment advising.
Required Disclosure: Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with Level One Bank or Level One Wealth. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are not insured by the FDIC or any other Federal Government agency not a deposit or other obligation of, or guaranteed by any bank or their affiliates subject to risks including the possible loss of principal amount invested. ICA does not provide tax or legal advice.
About Level One Bank
Level One Bank is a full-service, 5-Star BauerFinancial rated commercial and consumer bank committed to connecting with unparalleled service and delivering outstanding financial solutions. Owned and managed locally, Level One Bank is headquartered in Farmington Hills, Michigan with assets of approximately $630 million. It currently operates seven full-service banking centers, located throughout Oakland County and the surrounding communities. Level One’s Commercial Division provides a complete menu of products including lines of credit, term loans, leases, commercial mortgages, SBA loans, Export-Import Financing and a full suite of Treasury Management services. The Consumer Division offers personal savings and checking accounts, including free checking and competitive interest-bearing accounts such as Money Markets, IRAs, and CDs. The bank also provides a complete array of consumer loan products including residential mortgages, home equity, auto, and credit card services. Level One offers the sophistication of a big bank, the heart of a community bank, and the spirit of an entrepreneur. For more information, please visit www.levelonebank.com.