@fieldpointprivate.com
We coalesce private banking with our clients' most trusted independent wealth advisory relationships, helping strengthen and sustain wealth, and all it can accomplish.
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Description
Fieldpoint Private is a trusted brand that offers a range of financial products and services to meet the unique needs of their clients. With a focus on personal and commercial banking, as well as trust services, their mission is to serve as advocates for their clients in the financial world. Fieldpoint Private stands out by combining private banking with their clients' most trusted independent wealth advisory relationships, creating a strong foundation for wealth management and achievement.
In terms of banking, they provide services such as checking accounts, online banking and bill pay, CDs, money markets, residential mortgages, and securities-backed loans. Additionally, their commercial banking offerings include commercial mortgages, loans for acquisition and development, working capital loans, and more. They also offer tailored trust services and wealth transfer planning, dedicated to preserving and continuing the legacy of their clients.
Fieldpoint Private emphasizes personalized service, aiming to simplify and streamline banking and wealth management for their clients. Their team consists of industry leaders who bring together advisory expertise, modern technologies, and state-of-the-art service to effectively meet the needs of their clients. With products and services offered through bank and non-bank affiliates, Fieldpoint Private is committed to providing the highest level of service and expertise to their clients
Company Type
Privately Held
Company Size
51-200
Year Founded
2008
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