Financial Planning


Whether your goal is wealth building, estate planning, retirement, business transfer, paying for college tuition or other personal goals, we can help.

Our client relationship managers at Mechanics Bank Wealth Management include attorneys, Certified Financial Planners, Chartered Financial Analysts, Certified Trust and Financial Advisors, and MBAs. Working together, we can assist you in building a plan that achieves your financial goals.






 

 

 

 

 

 

Deposit and loan products are offered by Mechanics Bank, Member FDIC and Equal Housing Lender.

Investment management and trust services are offered by Mechanics Bank Wealth Management.

Insurance and brokerage products are offered through LPL Financial, a registered broker/dealer and registered investment advisor, Member SIPC/FINRA.

Investment and insurance products are:

NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE