Plan Ahead | Wealth Management under Personal

Wealth Management

IS WEALTH MANAGEMENT FOR ME?

Wealth Management is simply creating a strategy to Obtain, Increase, Guard and Distribute wealth. We have customers in each of those categories from early planners who need to “Obtain,” to individuals who are now at the point of “wealth distribution.”

For those who plan ahead, time is a critical component. Taking time to meet with our experts today can mean having the financial resources available when it’s time to enjoy life at a more leisurely pace later. 

HOW IS QUEENSBOROUGH DIFFERENT?

First of all, we are local providers. We are accessible. Second, we have diversity and knowledge in our team so you get a well rounded approach to your strategy. Maslow said – “If you only have a hammer you tend to see every problem as a nail.” And that is the problem when you choose a provider with a limited approach to investing. Our team approach makes a lot more sense. Finally, we’ve been advising our customers since 1902. Experience is a very good teacher. 

HOW DO I GET STARTED?

Your Queensborough banker will get you started. Our, easy to understand kit, gives you the opportunity to begin right in the privacy of your own home. Then we schedule a meeting to discuss and review so we can choose the best team members for your strategy. Plan today to PLAN AHEAD. Call any branch closest to you.

FAMILY CARE KIT

As a bank ahead, Queensborough is always looking for ways to keep you one step ahead as well.

By printing and completing our downloadable Family Care Kit, you can assure your loved ones they have everything they need to maintain your financial assets should anything happen to you. Simply fill out the form and keep in a very safe place in case of emergency.

FCK Download | Wealth Management under Personal