Bank of Ann Arbor Routing Number: 072413735 Bank of Ann Arbor SWIFT BIC: ANNAUS33 Bank of Ann Arbor NMLS ID: 718852
We're committed to helping you afford the home of your dreams. Our loan officers will work tirelessly to provide the financing option that best meets your needs.
The right checking for your everyday money and savings options for your long-term goals. With easy-to-use online tools and mobile apps too.
You need to devote your energies to the health and growth of your business. We'll help with the financial resources and tools to fuel it.
You work hard to accumulate wealth for your family's needs. We'll help you with retirement and sharing it with loved ones or a favorite charity.
Our mission is helping our communities thrive through our time, effort, financial resources, and making our customers our top priority.
Whether you've recently acquired wealth or spent a lifetime accumulating it, our knowledgeable, experienced, and approachable advisors can help you grow, protect and transfer those assets to others, all according to your wishes. You can count on a long-term advisory relationship and commitment to achieving your long-term objectives.
In addition to our broad array of specialized services, you can rely on our:
When you choose the Bank of Ann Arbor Trust & Investment Management Group to manage your assets, you will not only receive top-quality service but will have a true understanding of where your money is going.
You will have a single point of contact to watch over your account and continually keep you informed about the account's status. We will manage your account considering the most up-to-date market information.
Under an agency arrangement, you can take advantage of our full suite of investment and personal services. We can serve as agent for individuals, multiple parties and fiduciaries. We can assist you with the investment management, administrative and accounting duties to ensure that your financial affairs are well maintained.
A trust is a means of managing assets during your lifetime and then managing the distribution of your assets according to your instructions. We can act as your financial manager and an objective advisor for your family members to protect and preserve your estate and make sure your family is taken care of in the manner you wish.
Everyone who owns property should establish an estate plan to ensure that your assets are preserved after your death and distributed according to your wishes. Without an estate plan, the assets you have worked so hard to accumulate may be reduced by taxes and the individuals you wish to provide for may be overlooked. Our team can work with you and your attorney to create a plan that accomplishes your objectives.
Charitable gifting can be a valuable tool for estate and tax planning. Many choose to make lifetime gifts to their favorite charitable organizations. Tax savings may be attractive through charitable remainder trusts and may provide cash flow to the donor from non- or low-income producing assets.
21 years of experience, on average
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