Wealth Management
Our wealth management practice is structured to build, manage, preserve and transfer wealth while minimizing exposure to risk.
To complement our commercial banking solutions, Sun National Bank offers a complete set of wealth and lifestyle investment and advisory services that include:
- Investments - Sun National Bank offers a full range of investment vehicles for your organizations short and long-term investment strategies including:
- Stocks
- Mutual Funds
- Bonds
- Annuities
- IRAs
- 401Ks
- 403Bs
- SEP Plans
- Trust Administrative Services - let Sun National Bank help you establish the appropriate trust type
- Business Succession Planning - protect your business against potential losses, reduce estate and gift tax consequences and generate retirement income
- Retirement Planning - integrate your IRA, 401K and company pension plans into a master retirement solution
- Customized Lending Options - our expertise can help provide financing for primary and vacation home mortgages, bridge loans, stock options and business expansion
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Contact Us To learn more about Sun National Bank's Wealth Management, call |
Headquarters: 226 Landis Avenue, Vineland, NJ 08360 1.800.SUN.9066 | Nasdaq: SNBC
Sun Home Loans is a division of Sun National Bank.
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