Flatwater Bank

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Let’s team up

We’re here to plan, protect, and invest in your financial success.


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Legacy planning

Take control of your future.


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Education Planning

Preparing for their brightest future.








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Teaming Up for Your Success


We maintain a constant commitment to putting service first.
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Why Work with an Advisor

We strive to meet our client’s goals by designing personalized financial plans.


Team up with a financial professional who will give you tailored advice to fit your individual needs and a plan of action to assist in working toward your goals.
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Financial check-up

Are you on track?


Meet with an advisor to review your finances and pursue your path to success.

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Medicare Supplement-

We can review your coverage.


If you are looking for a trusted resource to help navigate the process and choose the right options for you, we can help.

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Employer Sponsored Plans

Access to retirement plans that put you and your employees first.


Whether you have few employees or hundreds, offering the right benefits are important.  Let us help you choose the right plan for your business.

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