UVEST Financial Services at PyraMax Bank
At PyraMax Bank we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.
Through our partnership with UVEST Financial Services, our clients have access to a wide array of financial and wealth management solutions, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. UVEST is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and an NASD
member firm.
To view your brokerage account online, click here.
To learn more about these and other investment solutions, contact your local PyraMax Bank branch or:
David Lex
Financial Consultant
(414)570-3180
dlex@pyramaxbank.com
Products & Services
Stocks & Bonds
Tax Advantaged Investments
Mutual Funds
Annuities
Insurance Products
Individual Retirement Accounts
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Business Retirement Plans
Retirement Planning
Education Planning & 529 Plans
Professional Asset Management
Financial & Estate Planning |
Securities are offered by and financial consultants are registered with UVEST Financial Services, Member NASD/SIPC. UVEST Financial Services and PyraMax Bank are independent entities.
Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
Not Guaranteed by any Government Agency |
Not a Bank Deposit |
NASD (www.nasd.com/index.htm)
SIPC (www.sipc.org)
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