Investment Services

Park Bank partners with Kelly Financial to offer comprehensive investment services to our clients.

One of the many benefits of our alliance with Kelly Financial is the local representation you will enjoy from a dedicated team of investment professionals. Kelly Financial’s specialists are registered representatives of Walnut Street Securities, Inc., a broker-dealer offering a wide array of investment products. Kelly Financial stands ready to help fulfill your life insurance, investment services, and retirement planning needs.

A Kelly Financial representative can meet you to discuss your needs right at your preferred Park Bank branch. Ask a personal banker about the solutions Kelly Financial offers to Park Bank clients in the following areas:

  • Educational Planning
  • Mutual Funds
  • Financial Planning
  • Variable Annuities
  • Retirement Planning
  • Pension Plans
  • IRA
  • 401(k)
  • Education IRA
  • 403(b)
  • Roth IRA
  • Insurance Planning
Securities products offered through Walnut Street Securities, Inc. (WSS). Member NASD/SIPC. Kelly Financial and Park Bank are not subsidiaries or control affiliates of WSS.

Not FDIC/NCUSIF Insured | Not a Deposit Product | May Lose Value | No Bank/Credit Union/Affiliate Guarantee | Not a Condition of Any Bank/Credit Union Service | No Guarantee of Insurance Underwriter Performance

The Park Bank Logo is a registered Service Mark of The Park Bank.