Our Services

The financial management process at First Neighbor Bank begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we’ll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you’re confident in and comfortable with the financial suggestions we make.

  INVESTMENTS *
   • Bonds
      
   • Common Stock
   • Govenment Securities
 
   • Mutual Funds
   • Fixed Income Securities
 
   • Variable Annuities
   

 

  INSURANCE
   • Disability Income
      
   • Life Insurance
   • Long Term Care
 
   • Universal Life
   • Variable Universal Life*
 
   • Term Insurance
   • Variable Annuities*
 
   • Fixed Annuities
   

 

  FINANCIAL PLANNING *
   • Retirement Planning
      
   • College Planning
   • Money Management
 
   • Tax Planning
   • 401 (k) Planning
 
   • 403 (b) Planning 
   • Roth IRA's
 
   • Traditional IRA's
   • SEP IRA's
 
   • Simple IRA's
   • Small Business Retirement
     Plans 
 
   • Financial Plans
   

 

  ACCOUNTING & TAX SERVICES **
   • Payroll and Payroll Taxes 
      
   • Quarterly Filing & W-2
     Preparation
   • 1099's
 
   • Full Service Accounting
   • Contract Accounting Service
 
 
   • Tax Preparation & Planning
            1040
            1120
            1120S
            1065
            LLC's
                  Individual
                  Sole Proprietor
                  Partnerships
                  Corporations
            Non-Profits
 
 
   

  * Financial Planning, Investments, and Insurance offered through Financial Network
     Investment Corporation.
 ** Accounting and Tax Services offered through First Neighbor Public Accounting.