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?
Question 1 of 4
Question 1 of 4
Question 2
When it comes to financial guidance, I prefer:
Question 2 of 4
Question 2 of 4
Question 3
How would you describe your retirement plans?
Question 3 of 4
Question 3 of 4
Question 4
What’s your top priority?
Question 4 of 4
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.

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
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

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.

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

Access

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

Guidance

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

Rewards

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

Community

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.

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.

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.

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.

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

Access

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

Guidance

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

Rewards

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

Community

Community

We’re invested in you and your community—because when you win, we win. See how. to learn 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.

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.

Bank how you want.

  • Online, virtually, or in person—get easy account access and support whenever you need it.
  • Get a personalized, objective assessment of your financial situation from our experienced professionals. Then, we’ll support you as you live your life with meaning and purpose.
  • Check your balance, pay bills, view activity, and order checks anytime, from anywhere, with online and mobile banking.
  • Access digital tools and platforms designed especially for Premier Banking clients.
  • Move money to and from the bank electronically with expanded external fund transfers.
  • Set mobile alert criteria for direct deposit credits, balance thresholds, debit card transaction alerts, and more.

Here’s our philosophy.

Looking for ways to manage your investments?

Component ID : "accordionGridLayout-528599191"
Model : "disclaimer"
Position : "left"

[music begins]

I have goals I want to accomplish.

But sometimes I wonder, “how am I going to get there?”

So, I started making a plan.

A plan to help me bring my dreams to life.

Thankfully, I don’t have to do this on my own.

I have Truist Premier Banking in my corner …

…from financial planning and advice…

... to digital tools…

…to banking rewards…

…and all the support I need…

I know that I will reach my full potential.

Because I don’t just want to dream.

I want to do.

And with Truist by my side...now I can.

[music ends]

Investment and Insurance Products:

•Are not FDIC or any other Government Agency Insured •Are not Bank Guaranteed •May Lose Value

Services offered by the following affiliates of Truist Financial Corporation: Banking products and services, including loans, deposit accounts, trust and investment management services provided by Truist Bank, Member FDIC. Securities, brokerage accounts, insurance/annuities offered by Truist Investment Services, Inc. member FINRA, SIPC, and a licensed insurance agency where applicable.  Life insurance products offered by referral to Truist Insurance Holdings, Inc. and affiliates.  Investment advisory services offered by Truist Advisory Services, Inc., Sterling Capital Management, LLC, and affiliated SEC registered investment advisers.  Sterling Capital Funds advised by Sterling Capital Management, LLC

 

Truist Bank, Member FDIC. ©2021 Truist Financial Corporation. Truist, Truist Purple, and the Truist logo are service marks of Truist Financial Corporation. All rights reserved.

If you’re in the market for a simple way to invest, check out Truist Invest. It’s the smart, convenient digital solution for anyone wanting a managed portfolio at an affordable price.

  • Build diversified portfolios that are personalized to meet your goals.
  • Get access to support from an advisor when you need it.
  • Keep more money in your pockets with low annual fees.
  • Enjoy low account minimums to get started. You can open an account with as little as $5,000.

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

Access

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

Guidance

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

Rewards

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

Community

Community

We’re invested in you and your community—because when you win, we win. See how. to learn 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.