Fremont Bank Revamps Wealth Management and Financial Services
FREMONT, California - January 28, 2005 - Fremont Bank recently revamped its Wealth Management and Financial
Services divisions to better meet the financial needs of its clients. These divisions of the Bank now offer a more
complete set of financial services for both businesses and individuals - including Trust services, personal
investing, retirement planning and a complete array of insurance options.
"Our Wealth Management group provides a full range of fee-based fiduciary services for individuals and businesses.
For example, depending on the client's needs, we can act as custodian for their assets or we can take full
responsibility for managing them," explains Ron Flaiani, director of Financial Services at Fremont Bank. "Another
unique feature about our Wealth Management area is the fact that we actively cater to people and organizations
with a minimum of $250,000 to invest. Most bank Trust Departments require much higher account values to qualify
for these services."
The new FB Financial Services division offers full-service brokerage capabilities to help the Bank's clients manage
their investment portfolios to meet a wide range of financial goals. Clients can choose from a broad spectrum of
investment options, including mutual funds, stocks and bonds, fixed and variable annuities, IRA's, 401(k) plans
and many other retirement planning vehicles. In addition, FB Financial Services has insurance specialists dealing
in Long Term Care, Disability and Life Insurance.
"Part of our new service is to offer a comprehensive free financial plan to all Fremont Bank clients. We begin by
meeting with the client and assessing his or her needs and objectives, then we put together a strategy to help the
individual or business meet the agreed-upon financial goals," Flaiani says.
For more information, visit www.fremontbank.com and view the Financial
Services section, or call (510) 505-5393, or visit any of Fremont Bank's 24 branches.
Investment products and services may be available through UVEST Financial Services, Inc. Certain Wealth Management
associates are registered representatives with UVEST Financial Services, Inc. and may assist you with investment
products and services. Securities are offered by, and Investment Consultants are registered with UVEST Financial
Services, Inc. Member NASD, SIPC.
| Investment Products are: Not a deposit - Not insured by FDIC or any Federal Government Agency - Not bank guaranteed - May Lose Value |
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