No two investment strategies are alike, because every investor has his or her own unique goals and plans for the future. Castle Bank understands that an investment strategy only works for you if it achieves your individual goals, so our Investments and Planning advisors apply their extensive knowledge and experience to develop a customized plan that is all yours. With the highest level of personal service, professional guidance and customized products, we work together to assist you in achieving your goals, along with the highest possible level of satisfaction. Sit down with an Investments and Planning advisor from Castle Bank today.

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Investments & Planning Services:

  • Retirement Planning
  • Wealth preservation through insurance & estate planning
  • Fee-based managed accounts
  • Mutual funds
  • Stocks and bonds
  • Traditional, Roth, & SEP IRAs
  • Tax-deferred fixed and variable annuities
  • Life, disability, and long-term care insurance

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

Castle Bank & First National Bank of Omaha are independent of Raymond James Financial Services, Inc.

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Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this web site is for U.S. residents only. The information on this web site does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Securities are: not deposits, not insured by FDIC or any other government agency, not guaranteed by the bank, and are subject to risks, including the possible loss of principal.