Bb&t 1800 2nd St Ste 100, Sarasota, Fl 34236

Bb&t Financial Planning Center

Please refer to your monthly or quarterly statements for a complete record of your transactions, holdings, and balances. ® are service marks of Truist Financial Corporation. All other trademarks are the property of their respective owners. We’ll develop a strategy that helps you shelter assets, achieve philanthropic goals and leave an enduring financial legacy. Read about how we seek to make the world a better place for our clients, associates and communities. also will be home to the new company’s Innovation and Technology Center. , will be the new corporate headquarters location for the proposed combined company resulting from their merger of equals.

Bb&t Financial Planning Center

If your boss hands you an extra 3% of your salary, you say, thanks, and take it. That’s exactly what happens when your company matches a percentage of what you save toward retirement.


Whether you’re interested in banking, investing, retirement or financial planning—or if you could just use some advice on managing the financial side of your life—we’re here to help. Let’s talk about building your financial future together. The result is a flexible, powerful set of services that provides convenient access to your funds and keeps your money working for you around the clock. With us you’ll have access to a unique digital experience as well as the Wealth Solutions Center, a dedicated concierge center acting as an extension of your Wealth advisor. We are committed to providing you with the highest level of innovative risk management services, which are managed by our team of insurance specialists. As your advocate, we bring a holistic approach to your insurance planning and can provide the appropriate coverage to fit your lifestyle.

If you’re carrying balances and paying interest on your credit card each month, try to cut down on your card use and pay more than the monthly minimum. Finding a different credit card with a lower interest rate can also greatly help the time it takes to pay off your balance.

Now you have a customizable dashboard with movable tiles, so you see what’s important to you. If you’ve ever accidentally overdrawn your checking account, you know what a hassle it can be. The Visa® Zero Liability Policy covers US issued cards and does not apply to certain commercial card transactions or any transactions not processed by Visa. You must notify BB&T immediately of any unauthorized use. For specific restrictions, limitations and other details, please consult your cardholder agreement.

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In so doing, your advisory teamwill help you create, grow and preserve your wealth. Census, BB&T mobilized how to hire an accountant its retail banking efforts to launch a comprehensive outreach to its Hispanic neighbors and clients.

By taking an integrated team approach, BB&T Wealth brings together the trusted relationship you seek with the expertise you need to reach your goals. Trust is our foundation, stability is our reputation, and client advocacy is our hallmark. Discover how our distinctive approach to wealth management optimizes your financial outcomes.

Helping Our Clients Achieve The Future They Envision

I aggre don’t use BB&T I am sorry that I chose them to switch to and the reviews that they are customer frendily and a decent bank to bank with are wrong. Bb&t Financial Planning Center I had a overdraft fee because of bill that I didn’t approve, put money in my account the next day when I found out and they still charged me.

Here are the main things to consider as you weigh your decision. By weighing the benefits of each with your personal situation, you can make smart decisions with your money. Mistake number four, having zero financial goals. Yes, normal balance it’s important to cultivate friendships, have fun, and to travel. Set some long-term goals, and stick to them so you can enjoy what’s ahead. Mistake number three, treating your credit card like another source of income.

Bb&t Financial Planning Center

Loans, lines of credit and credit cards are subject to credit approval. The appropriate insurance coverage can safeguard your assets from unexpected disasters and preserve your wealth for future generations.

Your dedicated advisor draws on the insights and expertise of specialists throughout our organization according to your needs—all to simplify the complex, manage challenges, and offer sound solutions. Every level of wealth has its own set of challenges, opportunities, and requirements. Wherever you are along the road to financial success, we’re ready to work with you. You’ll get the precise level of expertise, resources, and solutions you need.

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  • King, in response to a question, said he is not overly concerned about JPMorgan’s reported interest in expanding in the Carolinas.
  • Financial calculators are provided to assist you in estimating the approximate costs associated with any bank activity.
  • BB&T assumes a visible presence in the community through the Bank Bus mobile classroom staffed with retail and business bankers offering area residents insights on the benefits of home ownership while providing financial proficiency.
  • While SunTrust and BB&T have merged to become Truist, both institutions will continue to offer independent product lines for a period of time.

Sterling Capital Management LLC is a registered investment adviser founded in 1970. An investment firm, Sterling is an independently operated subsidiary of BB&T Corporation, one of the nation’s largest financial services holding companies. Sterling provides investment management services to a diversified group of clients including corporate, public, healthcare, private clients, endowment/ foundation, insurance, sub-advisory and managed investment pools. Atlantic Financial’s services include the latest wealth management and financial planning tools. Since 1994 we have been helping investors with wealth management,401k Rollovers,IRA Rollovers, managed accounts, financial plans, retirement plans, financial advice and much more.

Having a solid financial plan isn’t as hard as you might think. Investment solutions are provided by Branch Banking and Trust Company, BB&T Investments and BB&T Scott & Stringfellow. BB&T Investments and BB&T Scott & Stringfellow are divisions of BB&T Securities, LLC, member FINRA/SIPC.

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Whatever your objectives, we have the global market knowledge, resources, and international wealth management expertise to help you achieve them. Our dedicated Legal Specialty Group makes it their business to stay on top of industry-wide financial trends and best practices. You’ll get the benefit of their expertise—both at the firm and attorney level. That’s why we have dedicated specialty advisors who know the ins and outs of your profession or station in life. You’ll benefit from their commitment and attention to detail—it’s what sets them apart as they work to grow and protect your financial assets and security. With Truist Wealth, you’ll have access to the expertise and resources you require—no matter how much your financial situation changes over time. And your financial solutions should evolve accordingly.

BB&T assumes a visible presence in the community through the Bank Bus mobile classroom staffed with retail and business bankers offering area residents insights on the benefits of home ownership while providing financial proficiency. Our insurance specialists deliver customized, insurance-based financial solutions that optimize assets, minimize risk and maximize security. Our investment professionals provide customized solutions through objective and professional statement of retained earnings example guidance that supports your overall financial strategy. We strive to help our clients achieve economic success and financial security. Learn more about our company, leadership initiatives and commitment to diversity. , the company operates more than 1,800 financial centers in 15 states and Washington, D.C. In February, BB&T and SunTrust announced a proposed merger of equals which would result in the sixth-largest U.S. commercial bank based on assets and deposits.

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