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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!
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Offers trust convenience and protection on a "ready when
needed" basis.
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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!
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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.
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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!
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Choosing the right executor is a key phase of making a will.
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