Financial Planning
from Willow Financial Bank
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Willow Financial Bank starts with a financial plan that takes into account current financial situation, tolerance for risk, ongoing and future income needs and the effect of taxes and inflation on their assets. The bank will then offer an investment solution that simplifies the process and create a financial plan exclusively for each customer - which can include estate planning and trust services as needed. The bank offers a range of financial products/services, including - 401K Rollovers, 529 College Savings Plans, Mutual Funds, Stocks and Bonds, Tax Advantage Annuities, Tax Exempt Investments, Portfolio Reviews, Retirement Investing and Exchange Traded Funds.
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Have a Questionabout Financial Planning Services?
Ask Michael, our Financial Planning guru.
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Michael answered nrek123's question:
nrek123 asked:
529 or IRA ?
Responses (5) | Join the discussion »
Guru
Michael answered:
Wow, I feel like I've already missed the train on a great thread here! I t...
