Taxes

• Roth IRA

Investment

• Mutual Funds
• Bonds
• Wealth Management
  Through PyraMax Bank’s relationship with Cetera Investment Services, our clients have access to a wide array of financial planning and wealth management strategies, including...

Planning

• Financial Planning
  Our dedication is firmly rooted in our goal to provide high-quality financial planning services in an atmosphere that allows us to get to know you better — your family, your business, your financial goals and your investment needs.
• Retirement Planning
  PyraMax Bank is committed to your financial future! Our individual retirement accounts feature tax-deferred interest and may be tax deductible (please contact a tax advisor). We offer the following IRAs...
• Annuities
• Long Term Care
  In general, you can use your HSA funds to pay for any qualified medical expense that was incurred after the HSA was established. Qualified medical expenses are a defined term created by the IRS and include medical care, prescription drugs and payment for long-term care. The IRS website provides a specific list of qualified medical expenses.
• Asset Management
• College Funding