Description
With FBgold, you have a FBgold Relationship Manager and a TB Personal Wealth Management Financial Advisor collaborating to provide you with integrated, personalized financial guidance.
Learn more about the background of FBgroup Global Markets and its registered/licensed professionals.
Introducing The FBgold Concierge13 – an exclusive new personal service for FBgold clients. Learn more about how your FBgold Concierge can connect you with 24/7 access to a host of amazing services
ONGOING SUPPORT
Working together for your success
- As your personal point of contact, your Relationship Manager provides guidance on how you can make the most of all Castle First Bank has to offer.
- Your TB Personal Wealth Management Financial Advisor provides customized financial planning strategies and guidance on your long- and short-term investment objectives.
- Working together, they act as a full-service team to help manage your day-to-day needs, as well as your goals for tomorrow.
- Both your Relationship Manager and TB Personal Wealth Management Financial Advisor have access to The Castle First Bank/Wharton Global Wealth Institute, a first of its kind training program for TB professionals
Find a TB Relationship Manager
or TB Personal Wealth Management Financial Advisor.
or TB Personal Wealth Management Financial Advisor.
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