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Banking and Financial Services

As your wealth grows, your need for customized financial services becomes imperative.

We offer several solutions to help manage your banking needs. Each account offers features and special services suitable for our Wealth Management clients.

Crown BankingSM…our premier relationship package.

Crown Classic Banking® …gets even better when you turn 50.

You receive the full benefits of a Crown Banking account, plus:

Online Services

Managing your financial life doesn’t have to be limited to 9 to 5. With Wachovia Online Services, you can access your accounts and manage your money—anywhere you have secure Internet access.

Apply online, bank online, invest online.

Online Banking
Freedom to bank when and where you want with Online Banking.  The power to manage your money, even pay your bills, right from your computer.

Online Brokerage
The market comes to you with our Online Brokerage service. It’s secure, fast and convenient—allowing you to manage your portfolio on your schedule.

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1 Check Card subject to approval.

2 When using an ATM not owned by Wachovia, you may be charged a fee by the ATM operator.

3 Health-related emergencies include confinement in a medical facility or in a nursing care or retirement facility.
Services from Wachovia Wealth Management may not be available in all states.

Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

All products contained within this Web site may not be offered at a Wachovia branch.

Annuity products are offered through Wachovia Insurance Agency, Inc. a non-bank affiliate of Wachovia Corporation, and are underwritten by unaffiliated insurance companies.

Insurance products are offered through non-bank insurance agency affiliates of Wachovia Corporation and are underwritten by unaffiliated insurance companies. Wachovia Corporation's insurance agency affiliates receive compensation from an insurer or other entity for the sale of products and fees for services performed.

Insurance and Annuity products are also offered through Professional Direct Agency, Inc. (may be licensed in some states as Jim Palmer, CA license #0C76773.)

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