Total Wealth Management Partnership
At mBank, we provide you and your family with the best banking services possible. We want
our relationship to extend beyond a traditional banking environment by providing services
that focus on your total financial picture.
mBank has partnered with a group of seasoned wealth management professionals to provide
third party wealth management services that are specialized to meet your needs both now
and in the future. These professionals are strict fiduciaries, providing advice and counsel that
place your needs first and foremost.
Wealth Management Services are Provided by Mommaerts Mahaney Financial Services
(MMFS), and Old Mission Investment Company, LLC (OMI) and Include:
Retirement and Financial Planning
Business Retirement Plans
For more information and details on services offered, please visit:
Mommaerts Mahaney Financial Services
Old Mission Investment Company, LLC
To schedule a complimentary, no-obligation appointment, call 888.343.8147 and we will connect you with our trusted partners.
Advisory services are offered through registered investment advisors, Mommaerts Mahaney Financial Services, and Old Mission Investment Company, LLC. Mommaerts Mahaney Financial Services, Inc. provides advisory services through ERTS Wealth Advisors, LLC, a registered investment advisor. ERTS Wealth Advisors, LLC and Old Mission Investment Company are SEC registered investment advisors. Trust services are provided by Old Mission Trust Company, LLC a state-chartered independent trust company and affiliate of Old Mission Investment Company. SEC Form ADV part II is available by contacting either Mommaerts Mahaney Financial Services or Old Mission Investment Company directly.
The information contained on this webpage is a general communication being provided for informational purposes only. It is informational in nature and not designed to be as advice or a recommendation for any specific investment product, strategy, plan feature or other purpose in any jurisdiction. Investment advisory and trust services involve varying degrees of risk, are not insured by the FDIC, and may lose value.
mBank is independent of OMI and MMFS.
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