I take the time to work with individuals, families, business owners and community leaders, providing them with advice and assistance with tax and estate planning, wealth management, investments, estate administration and retirement planning. I am committed to serving my clients and our community. Honesty, personal service, building strong relationships and utilizing sound investment management practices are hallmarks of the services that I provide. Together we can develop a program designed to preserve and grow your wealth while providing for an efficient transfer from generation to generation Contact me at jdombek@banknbt.com and we can begin to discuss the many options available to you.
Listed skills include Banking, Customer Service, Retirement Planning, Investments, and 3 others.