- Keogh Plans, Self-Directed IRAs, SEP IRAs (Simplified Employee Pension), Roth IRAs & Education IRAs -- Going beyond the simple savings account, we can invest your retirement savings in a variety of stocks, bonds, and mutual funds.
- Cash Management -- Businesses and corporations that have excess cash balances but still need to maintain liquidity may benefit from a cash management agency. These accounts give you the flexibility to manage your investable cash balances.
- Escrow Agent -- PB&T Bank will act as escrow agent regarding both personal and corporate arrangements.
- Not FDIC Insured
- No Bank Guarantee
- May Lose Value