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.

FINANCIAL PLANNING *

  • Retirement Planning                                   Glossary
  • 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

INVESTMENTS *

  •  Bonds                                                        Glossary
  • Common Stock
  • Government Securities
  • Mutual Funds
  • Fixed Income Securities
  • Variable Annuities

INSURANCE *

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

ACCOUNTING AND TAX SERVICES **

  • Payroll and Payroll Taxes                            More Info
  • Quarterly Filing and W-2 Preparation
  • 1099's
  • Full Service Accounting
  • Contract Accounting Service
  • Tax Preparation and 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 Bank, N.A.