We take our Private Banking personally, and it shows in the way we immerse ourselves in the best interest of our clients from the start. Our hands-on approach from day one means that we’re not only taking the time to get to know our customers as people, but we’re actually making their goals our goals.
Getting to know your unique financial needs helps our Private Bankers put together a customized financial plan for you. From handling your basic banking transactions to tailoring specialized lending solutions to meet your needs, our approach is to make a “custom fit” plan to maximize your assets.
From basic checking and savings to money markets, certificates of deposit, VIP accounts and beyond.
You know your doctor and your dentist, now be on a first name basis with the person who helps manage your banking. Your Private Banker will be an easily reached point of contact with whom you can reach by phone, email, or text – whatever you prefer.
We are at heart a community bank, which means we live and work in the same neighborhoods you do. Our locally based headquarters enables us to quickly help you respond to changing conditions with unprecedented speed.
“My transition to Waterford was one of the best decisions I could have made for both my practice and personal accounts. The open line of communication that I have with my banker is essential to me and the top-notch service I have received from the entire team has exceeded all of my expectations.”
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