Financial advisor loans
to position your firm for long-term success with custom banking solutions
Let's grow your wealth management and investment planning firm together.
At Westfield Bank, your success is respected, not merely expected. Just like you, we put our customers first and understand the value in having a strategic partner. As a financial and investment advisor, we recognize your business’s needs. We’re here to provide customized financial solutions that put you in control of your business with flexible financing and optimized cash flow solutions.
Products and services customized for financial advisors.
Deposit Solutions
to maximize cash flow, access working capital, manage risk, and simplify day to day operations
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to maximize cash flow, access working capital, manage risk, and simplify day to day operations
Mortgage Lending
to leverage a consumer mortgage that is flexible and tailored to your needs
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to leverage a consumer mortgage that is flexible and tailored to your needs
Why our investment advisory banking is better banking
- Experience custom banking solutions designed for investment advisors
- Discover new business opportunities with non-SBA guaranteed loans
- Go beyond traditional SBA-backed loans that require personal collateral
- Receive personal service from bankers with unmatched experience in banking solutions for wealth management and investment planners
- Identify financing opportunities that promote your portfolio of high-net-worth clients
- Facilitate acquisition and succession planning
- Refinance debt
- Secure competitive rates and flexible terms
- Mobile cash management solutions
Exceptional expertise
We designed a team of banking experts with the experience in the wealth management and investment planning industry to help you meet your firm’s goals.
Meet our team
