1-800-636-7622

Investment and Retirement Planning

Retirement Savings Solutions

Overview

Overview

The right investments allow you to live life the way you want. Cadence Bank delivers retirement and investment services, tools and accounts, from simple to complex, to help you pay for college, buy a vacation home or save for life after work.

 

Our investment and retirement advisors have the knowledge and expertise to design and administer many types of solutions, including:

 

    • 401(k) retirement plans (traditional, safe harbor, Roth and simple)
    • Individual retirement accounts (traditional, Roth and simple)
    • Self-directed IRAs (traditional and nontraditional asset classes) for marketable securities
    • College planning
    • Profit sharing plans
    • Pension plans
    • Employee stock ownership plans (leveraged, non-leveraged and non-qualified)
    • Stocks and bonds
    • Mutual funds
    • Tax-deferred annuities
     

 

Cadence also can set up monthly distributions to be deposited directly to your checking account from any bank, can withhold federal income tax upon request, and can establish monthly contributions through bank drafts.

 

Rely on our financial advisors to help you understand your options so you can make educated decisions about your investment and retirement savings accounts.


Contact us to discuss the latest retirement savings rates and learn how a personalized retirement plan can help to secure your financial future.



Questions? We are here for you.

Here are some other ways to contact us.

* To ensure your safety, please do not include sensitive information in your submission.