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Eaton Fed

Investment Services at Eaton

A confident tomorrow starts today.

Cut through the confusion. The investments you need are available from Eaton Financial Services at the bank you already know and trust. With our Osaic Institutions Financial Consultant, you can be confident you’re following a sensible investment strategy—one that gives you the best position to manage college costs, love your retirement, and live your best life.

Rollovers

If you leave a company and you are vested in a qualified employer retirement plan, such as a 401(k), you generally have several ways to take this money with you. Before you take a distribution, contact our Osaic Institutions Investment Team to help you carefully review your options and find one that best fits your financial goals. Rolling your old 401(k) into an Individual Retirement (IRA) Account may be of benefit.

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College Planning

It’s no secret that college tuition, books, and room and board all add up quickly. Planning well in advance for these expenses is key. Our Osaic Institutions Investment Team can help you get a plan in place - whether your student is 7 months or 17 years away from college. 

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Retirement Planning

You’ve probably thought a lot about retirement. But making the transition from full-time employment to retired individual may not be as easy as you think. Our Osaic Institutions Investment Team is here to walk alongside you as you make important decisions and answer difficult questions.

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Estate Planning

Estate planning is not just for the wealthy. It’s a critical part of your overall personal financial plan. With a smart plan in place, you protect your loved ones, and help them avoid complications in the future. We do not provide legal or tax advice. Consult your legal and/or tax advisor.

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Income Planning

Are you 5 years or fewer away from retirement? It’s time to approximate your income and review your anticipated sources of income. Our Osaic Institutions Investment Team can help.

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Referral Services

  • Legal
  • Accounting

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Business Owner Solutions

Your business is anything but small. It’s your livelihood, your world. From smart borrowing to record-keeping to insurance, and beyond, get the business expertise you need to start, maintain, or grow your business. 

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Options

Explore your options and let us help build your plan. Contact our Osaic Institutions Investment Team to schedule an appointment today.

Contact our Investment Team

Investment and insurance products and services are offered through OSAIC INSTITUTIONS, INC. Member FINRA/SIPC. Eaton Services is a trade name of the bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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Eaton Fed

What’s right for you?

With many investment options to choose from, finding the right one for you is key. Visit our Financial Education Center for tools and insight to guide you toward an informed decision.

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