Brokerage & Insurance Services
Mechanics Investment and Insurance Services* offers a wide-range of brokerage services to clients of Mechanics Bank through their Financial Consultants.
Our experienced Financial Consultants listen to your needs and offer personalized services and solutions. Their advice is based upon your individual profile, time horizon, and personal investment goals.
Products and Services include:
Financial Consultants are available by appointment at Mechanics Bank office locations.
Please call 800-811-0185 to schedule an appointment or hear more about our services today.
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.
Financial Consultants are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute and offer to sell, or a solicitation to purchase brokerage services to persons outside of the United States.
Consult your Legal or Tax Consultant for advice and information concerning your particular circumstances. Neither Primevest Financial Services, nor any of its Registered Representatives, may give legal or tax advice.
Income may be subject to Federal Alternative Minimum Tax (AMT), State Tax, or Local Tax.
Mechanics Investment & Insurance Services Main Office: 1111 Civic Drive, Suite 195 Walnut Creek, CA 94596