Solutions & Services

FirstMerit PrivateBank affords many unique opportunities to our clients.

We provide a team of talented specialists who offer expert advice and planning to assist with every possible aspect of your finances, from investment management to private banking, trust & estate planning to retirement planning solutions. 

Private Banking

Private Banking

Your own Private Banker delivers personal service focused on your unique situation providing a suite of money management tools, and products at special rates. 

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Investment Management

Investment Management

As a long standing investment management firm in the region, you will receive personal advice and returns from highly skilled Client Advisors dedicated to a rigorous, disciplined investment process.

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Brokerage, Insurance & Advisory Services

Brokerage, Insurance & Advisory Services

Our Investment Advisors provide full-service financial solutions, including 401(k) rollovers, IRAs, stocks, bonds, mutual funds, annuities, and life and long-term care insurance.

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Physicians & Healthcare Services

Physicians & Healthcare Services

Doctors, dentists, and healthcare administrators receive expert care from our Client Advisors who understand the unique financial needs of those in the medical community.

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FirstFamily Advisors

FirstFamily Advisors

Our FirstFamily Advisors help you manage the complex and time-consuming financial needs of your multi-generational family’s wealth. 

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FirstMerit Business Retirement Solutions

FirstMerit Business Retirement Solutions

With a 50 year history with hundreds of retirement plans of all sizes including thousands of plan participants, we can deliver an exceptional retirement plan solution to your business.

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* This is a hypothetical scenario based upon typical experiences. Any resemblance to actual individuals is coincidental.

 

Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products are offered through LPL Financial or its licensed affiliates. The Investment Center at FirstMerit Bank is a division of FirstMerit Bank, N.A. which is not a registered broker/dealer. LPL Financial is separately controlled and owned from The Investment Center at FirstMerit Bank and FirstMerit Bank.

 

Investment and Insurance Products Are:
Not FDIC InsuredNot A DepositNot Insured By Any Federal Or State Government AgencyNot Bank GuaranteedMay Lose Value