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| Checking Savings Switch Kit Health Savings Account Loans › Loan FAQs › Loan Calculator Other Business Services Merchant Services Investing Telephone Banking |
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Reading Co-operative Bank serves individuals and businesses in all areas of financial planning, including: • Retirement planning - Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement. • Estate planning - Reviewing your wills and trusts. Preserving your estate for your intended heirs. Helping with beneficiary designations. Helping reduce exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors. • Risk management - Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation. • Education funding - Recommending based on the needs, investment and accumulation strategies to help you pay for your children's education. • Investments - Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals. • Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.
Please note that Investment and Insurance Products are: not FDIC insured, not bank guaranteed, may lose value, and not insured by any Federal Government Agency.
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Site Map | Privacy | Security | Terms of Use © 2009 Reading Co-operative Bank, All rights reserved.
Reading Co-operative Bank offers products and services throughout Middlesex County, Massachusetts. Reading Co-op serves Reading, North Reading, Wilmington, Woburn, Burlington, Billerica, Tewksbury, Andover, Lynnfield, Wakefield, and Stoneham. |
