We strive to provide you financial confidence in a changing financial world. Our goal is to become your most trusted financial partner by offering access to innovative products. Investment Services don't end when you select your investments. We continue to monitor the performance of your investments and are available to meet with you if you have any questions or if your investment needs change.
You have many choices for investing your money. Deciding what is best for you, with your unique goals and financial situation in mind, can seem overwhelming. Who can you turn to for guidance? Turn to the bank who knows you best: Bank of Weston Financial Center.
- IRAs (TRADITIONAL AND ROTH)
- Savings plans that will help individuals save for retirement.
- CD ALTERNATIVES
- We can provide alternatives to the traditional Bank CD.
- MUTUAL FUNDS
- Help diversify a retirement portfolio by investing in a mix of stocks, bonds and short- term money market accounts.
- FIXED ANNUITIES / INDEXED ANNUITIES / VARIABLE ANNUITIES
- Find out if you can benefit from one.
- 401(k), 403(b) AND 457 ROLLOVERS
- Did you leave your money behind when you changed jobs?
- COLLEGE SAVINGS 529 PLANS
- A great way to save for your child's higher education with tax-free growth and withdrawals free from federal tax if certain conditions are met.
- LIFE INSURANCE
- Provide protection for your loved ones or business partners with a life insurance policy.
- Find out what type is best for you.
- LONG TERM CARE INSURANCE
- Provides protection and assistance if that day happens when you need help living.
- CUSTODIAL ACCOUNTS (UGMA/UTMA)
- An easy way to give a child a financial gift for the future without being subject to gift tax.
- BUSINESS RETIREMENT PLANS ( 401k / SIMPLE /SEP)
- Make the most of your money in tax deferred plans designed specifically for YOUR businesses.
The Bank of Weston Financial Center is located at the 112th Street Branch. To speak with an Investment Representative, or schedule an appointment, contact
KIP CRAWFORD at 816-464-5555 or email Kip@GrowProtectGive.com
Investments are NOT FDIC insured | NOT insured by any Federal Government Agency NOT Guaranteed by any Bank or Credit Union | May go down in Value Securities offered through Fintegra LLC, Member FINRA/SIPC, Kip Crawford is an Investment Representative, Fintegra LLC and Crawford Financial LLC are not affiliated. This site is for informational purposes only and not intended to be a solicitation or offering any insurance or investments