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Services for Your Business and Personal Finances

Making decisions that place your business on the path to success for the future is vital.

But it’s also more than choosing the right accounts, cash management tools and loans. It’s about looking at where all of these financial channels intersect with smart planning and taking care of your employees.

The team at Park Capital Management is well-versed in assisting businesses to identify and implement solutions to drive grow and financial independence for your business.

As part of our process, we would also look into whether you would be a good candidate for our Private Banking services to centralize contact and communication across your personal and business finances.

Learn more about Private Banking

 


 

Our team excels at finding the right solution, whether it's for your business or your personal life

Employer-Sponsored Retirement Plans

  • 401(k) and Profit Sharing Plans
  • 403(b) ERISA Plans
  • Retirement Plan Design
  • Investment Selection & Monitoring
  • Fiduciary Services
  • Employee Education

Insurance

  • Personal life insurance
  • Key person protection
  • Buy/sell funding
  • Long-term care insurance
  • Disability income insurance

Wealth Management

  • Portfolio management
  • Financial planning
  • Estate planning
  • Retirement planning

Park Capital Management, LLC (“PCM”), A Registered Investment Advisor. The investment products and services offered by Park Capital Management are independent of the products and services offered by Park Bank, and are not a deposit and are not FDIC insured, may lose value, are not bank guaranteed and are not insured by any federal or state government agency. Park Capital Management, LLC (PCM) is affiliated with The Park Bank. Securities offered through Purshe Kaplan Serling Investments, Member FINRA/SIPC, and Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Park Capital Management are not affiliated companies. For more information, visit http://parkcapitalmgt.com/.

Don’t leave decisions about your business up to chance.

Our team of professionals is ready to listen. Get in touch with them today to learn how you can benefit from any of our commercial lending, banking or cash flow services.

Get in Touch with Us