Financial Planning
Waukegan Savings Bank Wealth Management Services can help simplify your life and allow you to enjoy your lifestyle with peace of mind, knowing that your financial future is on track. Our Wealth Management Services can help you build a complete financial plan to leverage your current financial position and prepare you, your business, and your family for the sound financial future you desire.
We recognize that your financial needs are unique and, therefore, demand specific attention to ensure that your financial plan meets your needs. Our Wealth Management Services experts work with you to understand your unique goals and investment security requirements to build your financial plan. Estate Planning, Investment Management, Insurance Management (life, accident, health, long-term care), stocks, mutual funds, annuities, and 529 College Savings Plans are a few of the many investment opportunities available.
Contact us today to learn more about how we can secure your future at 847.623.6400.
Securities offered through Money Concepts Capital Corp. Member NASD/SIPC. Securities provided through Money Concepts are not insured by FDIC or any government agency, may lose value, are not guaranteed, or a deposit of the financial institution.
Easy-Save
Problem saving money? Let Easy-Save help you.
Benefits
- Automatic transfer of funds between your accounts every month
- Transfer amount may be adjusted at any time
- Easy way to save on a regular basis
- FREE
Related Products & Services
- ATM/Debit Card
- Account-LinkTM Bank by Phone
- Internet Banking
- Online Bill Payment
- Direct Deposit
Qwik-Pay
Never worry about being late with your loan payment again. Sign up for Qwik-Pay today even if your checking or savings accounts are at another bank.
Benefits
- Loan payment taken automatically from checking or savings account
- FREE
Related Products & Services
- First Mortgage Loans
- Home Equity Loans
- Installment Loans
Wire Transfer
Don't hassle with the unpredictable mail. Send funds quickly and safely around the world.
Benefits
- Ability to send funds to many destinations globally
Related Products & Services
Direct Deposit
Have your payroll check or government check automatically deposited into your account. It's easy! It's safe! It's reliable!
Benefits
- Immediate access to funds
- FREE
Related Products & Services
- Statement Savings
- Simply Free CheckingSM
- Easy-Save
Other Services
The Premier Club
The Premier Club at Waukegan Savings Bank is for customer 50 years of age or older that maintain a combined balance of $2,500.00 or more in a checking, savings, certificate of deposit, or IRA account. Benefits include club checks printed at no charge, free notary service, 6 money order fees waived per year, and 6 cashier check fees waived per year.
The benefits of this club are not transferable and apply only to personal accounts.
Safe Deposit Boxes
A convenient safe deposit box will protect your important papers and keepsakes from theft and fire. We have various sizes to fit your needs. Safe deposit boxes are located at our Main Office.
Combined Statements
You can combine your checking and savings account statements into one, easy to read monthly statement, FREE!
Account LinkTM Telephone Banking
You can transfer funds, make loan payments, and obtain account information all by phone!
