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Investment Management Accounts

With an Investment Management Account, we draw upon our sources of research and analysis to manage your money productively. We work with you to ensure that your personal money management objectives are being met, and then keep in touch to ensure that our recommendations and actions meet your objectives!

Standby Trust

Offers trust convenience and protection on a "ready when needed" basis.

Living Trust

Similar in its immediate benefits to an Investment Management Account, a Revocable Living Trust offers long range planning advantages, and for your heirs, there may be significant tax advantages!

Retirement Plans

Qualified plans make good business sense. MNB can offer businesses 401(k) plans, profit sharing plans, SIMPLE IRA plans, pension plans, and related employee benefit plans to meet their basic business needs.

Custody Account

As custodian, we can protect your assets from fire, theft and other hazards. We can also carry out simple sales and purchases according to your instructions!

Estate Settlement

Choosing the right executor is a key phase of making a will.

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