Go

Wealth Management

Think Ahead

How many family generations will you encourage, enable, and influence? With a good trust advisor and experienced planning, you’ll feel good about your options.

If you want to leave a legacy, you should be banking with us. To THINK AHEAD, BANK AHEAD with Queensborough National Bank and Trust.

Wealth Management

helps you create a strategy to obtain, increase, protect 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.” 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.

Private Banking

Private Banking

for professionals and executives who need a comprehensive approach to financial services.

Go

Estate Services

Trust & Estate Services

provides a full scope of personal financial services with local administration.

Go

Retirement

Retirement Services

offers planning for every stage of life, whether you are just starting to think about retirement or have been retired for years.

Go

Investment Services

Investment Services

can help you make more informed decisions for your future and give you independent advice.

Go

Wealth  Management Team

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 Family Care 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 today.

Find a Location

CARING FOR YOUR FAMILY

As part of our wealth management services, we are pleased to offer this free tool to help you organize your financial assets. 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.

DOWNLOAD NOW

Family Kit Care