Taxes

• Roth IRA
  Get the best of both worlds with a Banner Bank Individual Retirement Account. Save money for your long-term needs while earning tax benefits. We can help you decide if a Traditional or Roth IRA is best for you. No matter which you choose, the tax benefits allow your savings to potentially grow or compound more quickly than in a taxable account.

Planning

• Financial Planning
  Meeting our clients' diverse financial planning and investment needs is our number one priority. Our knowledgeable LPL registered Advisors are dedicated to helping you seek to grow and protect your earnings through objective and comprehensive investment strategies.
• Retirement Planning
  We offer access to a broad range of products and services to assist with retirement planning, income generation, tax reduction strategies, wealth transfer and college education funding. Our advisors are associated with LPL Financial, one of the nation’s leading suppliers of Broker/Dealer services to Banks and Credit Unions. By providing access to comprehensive services, products and training along with industry-leading technology, LPL gives us the tools to build and maintain wealth for our valuable clients like you.