Investment & Insurance Services

At First National Bank we believe it is important to help our customers define and achieve their financial goals.

With services offered through Cetera Advisor Networks LLC, we offer assistance with financial products, financial advice, loan products and savings products in the following areas:

• General Planning: such as upcoming expenses for weddings or education, cash management and net worth
• Retirement: concerns with monthly income, required return, enough to retire, enough to last or inflation
• Investment: asset allocation, risks, returns, where and how to invest and performance
• Insurance: for health, liability, life, long term care, disability, medicare or supplemental
• Estate: beneficiaries, will, trust, living will, power of attorney, medical directive or home title
• Tax: dealing with income tax, capital gains, deductions, deferral, tax free or marginal rate

To set up an appointment with one of our financial planners, email us or call Jana at 801-728-7955.

SECURITIES AND ADVISORY SERVICES OFFERED THROUGH CETERA ADVISOR NETWORKS LLC, MEMBER FINRA/SIPC.  CETERA AND FIRST NATIONAL BANK ARE NOT AFFILIATED COMPANIES.  THE REGISTERED ADDRESS IS 1601 N. HILL FIELD RD. SUITE 205, LAYTON, UTAH 84041.

REGISTERED INVESTMENT PRODUCTS: - MAY LOSE VALUE: - ARE NOT DEPOSITS - HAVE NO BANK GUARANTEE - AND ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.