Our Best Thinking Focused On Your Best Interests
When your financial life encompasses many dimensions—banking and credit arrangements, investments and retirement assets, insurance portfolios, along with your hopes and dreams — standard solutions are not enough. That is why, through our relationship with Synovus, we offer you:
- A dedicated team of experts to focus attention on the complexity of your financial affairs
- A comprehensive financial plan
- Advisory specialists to address highly technical needs
Your team—a private banker and commercial lender (from Bank of North Georgia), investment specialist and trust specialist, all from the Synovus family of companies—will meet to review your relationship at the outset and regularly thereafter. These experienced client team members include attorneys, accountants, tax specialists and others with advanced qualifications. They share analyses, ideas and perspectives with you and with one another, developing insights and carefully reviewing details to help ensure that no fact, potential issue or subtle opportunity is overlooked.
Investments
Take advantage of our open architecture and knowledgeable guidance to structure a personalized investment portfolio.
Trust and Estate Services
Benefit from sound estate planning that will help you transfer wealth to family members or charities, reduce taxes, and continue the success of your business.
Private Banking
Receive banking and lending solutions you need combined with the personal attention you deserve.
Clients of Private Client Services generally have liquid investable assets of over $500,000 or complex financial needs.
Visit any Bank of North Georgia location
for a referral to a Synovus Financial Management Services representative.
Discover how easily we can build a lasting relationship.
MORE POWER TO YOU
info@banknorthgeorgia.com
(770) 576-4471