Trust & Investments

Planning for the future?

Saving for retirement, your family’s future, or that once-in-a-lifetime vacation? First Dakota National Bank has offered Trust & Investment services for over 88 years. From investment counseling and retirement plans to estate and financial planning, we help you make the best financial choices to make your dreams come true.

We proudly serve individuals, businesses, non-profit organizations, and other public entities with our Trust & Investment services.

Already have an online Trust & Investment account?

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Services                    

Investment Management Accounts    

   Benefits to You:

  • Professional investment management
  • Income tax savings
  • Recordkeeping

Retirement Plans

    Benefits to You:

  • Professional investment management
  • Tax savings
  • Key employee retention
  • Worry-free retirement
  • Medical Savings Accounts

Trusts

    Benefits to You:

  • Professional investment management
  • Estate tax savings
  • Avoidance of probate
  • Maximum privacy
  • Recordkeeping
  • Assistance in the event of health failure
  • Protection in event of incapacity
  • Peace of mind
  • Farm and Real Estate management

Want to chat with us about trust and investment options? Meet our Investment team, and contact us anytime to open an account.

Please note: securities are not insured by the FDIC or any other bank insurance, are not deposits or obligations of the bank, and are subject to risks, including the possible loss of principal.

Learn more about Trust & Investments services through First Dakota. Review our information on Retirement Planning & Services.

Curious about how much to save for retirement or how much you should invest? Check out our easy-to-use financial calculators.

 

Trust & Investments Newsletter

January 2017
February 2017
March 2017
April 2017
May 2017
June 2017
July 2017
August 2017

Retirement Planning & IRAs


At First Dakota National Bank, we empower you to be ready for your retirement with several types of IRA accounts.

Our Trust & Investments Team


We’re here to help you account for your dreams. Meet our Trust & Investments team and reach out to us anytime.

Personal Banking

Choose a local bank who supports your dreams. Since 1872, we’ve prided ourselves on offering you the hometown touch, complete with unparalleled customer service. Open an account for your dreams with First Dakota National Bank.

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