As your personal financial secretary we can consolidate and organize your records for safe keeping while routinely monitoring them to ensure you receive all interest and dividend distributions due to you.
Our service can significantly reduce and simplify your record keeping by working with you one-on-one to develop an individually tailored program based on your personal goals, tolerance for risk and timeline. We make sure you’re kept informed every step of the way.
We offer our customers access to the most comprehensive range of financial services in the industry. Prime Bank Custodial service is here to provide support and knowledge to customers looking to get more out of their hard earned money.