PREMIER BANKING

How can Premier Banking support your financial success?

Just answer four quick questions to find out how Premier Banking can help you.

Question 1/4

How would you describe your financial plan?

I review my financial plan regularly.
My financial plan needs a little work.
I don’t have a financial plan.

Question 1 of 4

Question 2

When it comes to financial guidance, I prefer:

To handle my own finances.
Support from trusted professionals.

Question 2 of 4

Question 3

How would you describe your retirement plans?

I need help figuring out how to meet my retirement goals.
I’m on track to have the retirement lifestyle I want.

Question 3 of 4

Question 4

What’s your top priority?

Managing my finances today
Planning my finances for the future

Question 4 of 4

All done! Here’s how Truist Premier Banking can help you.

We’re ready. Let us make a plan with you.

Based on your answers, you:

Understand the importance of expertise
Value the opportunity to work with professionals
Want advice and resources to make the right decisions for today—and the future

Let’s started working together to get you the personalized financial planning and advice you’re after.

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Retirement planning made easier—with a trusted partner.

Based on your answers, it’s clear you’re making your retirement a priority. That’s great. No matter where you are in your planning process, our team is ready to work for you.

We'll provide:

Sound advice
Easy-to-use calculators
Worksheets
Clear steps to improve your efforts and keep you on track

Schedule a meeting

Let’s plan your financial future together.

Based on your answers, you’re ready to focus on your financial plan—so you can meet your goals.

We’re here with:

A team of licensed bankers who will craft a plan just for you
A comprehensive array of investment products and services
Support right from the beginning of your planning process
Investment options that match your goals, including IRAs, stocks, bonds, and mutual funds

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Your team, invested in your goals.

We’re all about working together to help you reach your financial goals.

So we’ve created dedicated channels for our Premier Banking clients to connect with the right team, such as mortgage, insurance, investment advisors, and more. It starts with understanding your goals and how you define success. Then, we’ll help you build financial plans that evolve with your life.

Need us? We’re here.

As a Premier Banking client, you’ll get a priority phone number with immediate access to a dedicated, seasoned team. And we’ll quickly address and resolve any issues you encounter.

Let’s invest in your future.

Yes, we’ve got that. Here at Truist we offer the same investment products and services that you’d find at most brokerage firms. We can help with managed investment portfolios, including IRA options, stocks, bonds, exchange traded funds (ETFs), and more.

Want to manage plans yourself? Check out Truist Invest, an automated investing tool that rebalances your portfolio, provides tax loss harvesting, and more.

Both options are here to help support your financial plan and align with your goals and priorities.

Here’s our philosophy.

Invest with a purpose.

Your investments should be aligned with your purpose. What matters most to you? The success of your investment strategy should be measured by progress toward your goals.

Understand and mitigate risk.

How do we manage risk? Through diversification, rebalancing, and a “total return” approach. So your portfolio stays aligned with your unique risk profile.

Stick to a disciplined process.

A consistent and disciplined process gives you a long-term focus. This can help you through unsteady markets—while still allowing you to capitalize on short-term opportunities.

Make wise investments.

We’ll work with you to select the mix of investments that best fit your financial circumstances, goals, and personal preferences.

Your finances should create opportunities.

Ready to experience the Premier difference? Get the professional support, financial planning, and benefits you need to keep moving forward.

Access

In person, virtually, or online—bank how you want with easy account access and dedicated support. Learn more. about accessing your acount.

Guidance

Make sure your finances are aligned to your goals with personal advice from our team. Learn more. about how to align your finances to your goals.

Rewards

Bank your way with bigger benefits and enjoy real rewards with your accounts. Learn more. about how to enjoy your benefits.

Community

We’re invested in you and your community—because when you win, we win. See more. about how we are invested in your community.

Let's talk.

We think your money should create opportunities for you. To help you live a purposeful life. With Premier Banking, you’ll get personal advice and a plan to empower your financial future.

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We know retirement planning.

Planning for retirement feels big. But a trusted, experienced partner can make it feel much easier to navigate.

When are you planning to retire?

Plan early. Retire well. While you’re still accumulating your wealth and managing your everyday needs, we’ll help guide you toward retirement.

Want to manage plans yourself? Our digital tools and investment platforms that make it easy to start, maintain, and monitor your retirement progress.

We’re here to help.

Understand your wealth
Create a plan to meet your retirement goals
Increase contributions to retirement savings
Work toward paying off student debt

As your retirement years near, there’s reason to get excited about your next chapter. Our team is here to help you understand where you stand with what you’ve saved—and to help you adjust as you move toward retirement.

Want to manage plans yourself? Our digital tools and investment platforms make it easy to start, maintain, and monitor your retirement progress.

We’re here to help.

Create a plan to help you meet your retirement goals
Catch up on your 401k
Make a Social Security plan
Work towards paying off your mortgage and other debt
Think about downsizing
Maximize tax breaks
Avoid gaps in health and life insurance

Congrats! Now it’s about making your savings last so you can flourish. Our team is here to make sure you’ve saved and invested enough to make the most of what’s next for you.

We’ll work with you to grow, maintain, and monitor your retirement progress every step of the way—so you’ll always know where you stand and where you need to be.

We’re here to help.

Understand your wealth
Plan accordingly and make your money last
Work toward paying off your mortgage and other debt
Think about downsizing life needs
Maximize tax breaks
Avoid gaps in health insurance

Your team, invested in your goals.

We’re all about working together to help you reach your financial goals.

Let’s invest in your future.

Want to manage plans yourself? Check out Truist Invest, an automated investing tool that rebalances your portfolio, provides tax loss harvesting, and more.

Both options are here to help support your financial plan and align with your goals and priorities.