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July 14 Nationwide Wire Transfer System Changes

The Federal Reserve will soon transition to the standardized wire messaging format ISO 20022. Learn more on this standardization created to protect your finances:

Education Savings

We offer a Coverdell Education Savings Account to help you pay for your child’s education expenses from primary school through college.

The funds can be used for tuition, fees, books, and supplies. Contributions to these plans are not tax-deductible, but earnings and withdrawals for qualified expenses are tax-free.

Contact us to learn more.