Apr 5, 2024
First Merchants Earns Recognition Among Top Performing Public Banks in S&P Global Market Intelligence’s 2023 RankingsFirst Merchants Bank - Monroe Regional Office, Monroe, MI
Monroe Regional Office
Monroe, Michigan 48161
Services
Private Wealth
Our Monroe Regional Office is in the heart of Monroe, MI, on the corner of E. Front St. and Washington St. This regional office is right behind our Downtown Monroe Banking Center, where customers can go for everyday banking needs. Within the lobby of
our Monroe Regional Office, our financial advisors are happy to help clients with private wealth management for personal and business banking alike.
At First Merchants Bank, we partner with individuals, families, and organizations to provide comprehensive solutions and personal services to secure their financial future. We do this by leveraging powerful local resources, offering a comprehensive and
coordinated personalized approach to wealth management, and holding our customer service to a high standard of excellence to create value for our clients. Every client's needs are intricate and nuanced. Our advisors will build a strategy that fits
your current needs and will adapt to changing goals at any time. Whatever your goals, First Merchants has the expertise to help. Our private wealth solutions for individuals include investment management, trust administration, tailored lending and
deposits, estate and financial planning, estate administration, and custody/guardianship services. Private business wealth solutions include investment management, 401(k) plans and 403(b) plans, profit-sharing plans, pension plans, cash balance plans,
and SEP/Simple IRAs. We surround all our clients with a team of experts that will deliver financial solutions focused on their long-term financial success.
We're willing to bet your life is pretty busy, which is why we want to make banking with us as simple as possible. Clients can now meet with their financial advisor in the medium that fits their schedule and lifestyle. Stop in our Monroe Regional Office,
give our expert financial advisors a call, or schedule a virtual meeting with your financial advisor today to take control of your finances.
Get directions
and tell us what you think!
Latest News
Our Monroe Regional Office is in the heart of Monroe, MI, on the corner of E. Front St. and Washington St. This regional office is right behind our Downtown Monroe Banking Center, where customers can go for everyday banking needs. Within the lobby of our Monroe Regional Office, our financial advisors are happy to help clients with private wealth management for personal and business banking alike.
At First Merchants Bank, we partner with individuals, families, and organizations to provide comprehensive solutions and personal services to secure their financial future. We do this by leveraging powerful local resources, offering a comprehensive and coordinated personalized approach to wealth management, and holding our customer service to a high standard of excellence to create value for our clients. Every client's needs are intricate and nuanced. Our advisors will build a strategy that fits your current needs and will adapt to changing goals at any time. Whatever your goals, First Merchants has the expertise to help. Our private wealth solutions for individuals include investment management, trust administration, tailored lending and deposits, estate and financial planning, estate administration, and custody/guardianship services. Private business wealth solutions include investment management, 401(k) plans and 403(b) plans, profit-sharing plans, pension plans, cash balance plans, and SEP/Simple IRAs. We surround all our clients with a team of experts that will deliver financial solutions focused on their long-term financial success.
We're willing to bet your life is pretty busy, which is why we want to make banking with us as simple as possible. Clients can now meet with their financial advisor in the medium that fits their schedule and lifestyle. Stop in our Monroe Regional Office, give our expert financial advisors a call, or schedule a virtual meeting with your financial advisor today to take control of your finances.
Get directions
and tell us what you think!
Latest News
Feb 20, 2024
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