There are a variety of options to help you plan for retirement. Clearfield Bank & Trust offers traditional bank products such as Certificates of Deposit. We also offer access to non-traditional investment options which include stocks, bonds and mutual funds through our partnership with UVEST Financial Services.
To learn what mix is right for you, schedule a no obligation appointment with a Financial Consultant.
Certificates of Deposit
Terms range from 6 month to 10 years. Rates can be fixed or variable. A minimum deposit is required. The IRS defines your maximum contribution. Discuss possible tax benefits with your tax advisor.
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How much will I need to retire?
Alternative Investments
Financial planning is a challenging undertaking but absolutely necessary to reach your goals in life. You are never too young or too old to establish a plan for retirement, an education or a second home.
Step one is to meet with our experienced Trust Officer or UVEST Financial Consultant. Through a planning session, they can determine how much will you need to invest and in what type of investment products.
Investment Options
Meet with our licensed Financial Consultant who can create tailored investment strategies. Through a partnership with UVEST Financial Services, Diamond Financial Services has access to a variety of options such as:
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Stocks
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Mutual Funds
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Annuities
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Bonds
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Tax-Free Investments
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Life Insurance
Securities offered by and Financial Consultants registered with UVEST Financial Services, member NASD, SIPC. Securities and Investment products:
Certificates of Deposit
