Wealth & Trust Services
Wealth Planning Overview
At Georgia Bank & Trust, we understand how banking and investment solutions can work together to give you the maximum benefits of both. That’s why we’ve established a team of experienced financial professionals committed to a holistic financial approach. Our services extend to clients who are working towards securing future wealth as well as to those who have already attained sizable wealth.
Our financial consultants* and wealth professionals are mindful of the uniqueness of each individual and family situation. With each client in mind, we pursue a singular purpose with multidimensional strategies. We strive to help each client maintain and build greater wealth by creating customized plans. We know you have a choice about where you keep your money and we work hard to make your decision easy. Below is our comprehensive approach:
*Securities, Investment Advisory Services and Insurance products offered through LPL Financial, and its affiliates, Member FINRA/SIPC a registered investment advisor. Georgia Bank & Trust and GB&T Financial Services, a division of Georgia Bank & Trust Company of Augusta, are not registered broker/dealers and are not affiliated with LPL Financial.
Investment and insurance products are:
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Georgia and South Carolina.
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