The Seacoast Experience

NEED SOMETHING HERE Our Promises to You! NEED SOMETHING HERE!
 

Our Promises

We promise to get you comfortable with the right products and the right team to serve you.

We promise to make your day-to-day wealth management experience simple.

We promise to resolve out of the ordinary items responsively.

We promise to invest in you and your community.

Products and services referred to on this page are provided by Seacoast National Bank and are not associated with or offered by INVEST Financial Corporation.
(1) Certified Trust and Financial Advisor (CTFA) is a prestigious designation awarded to candidates who pass a comprehensive and challenging exam in fiduciary responsibilities, personal finance, insurance estate planning, tax law and investment management.

(2) Chartered Financial Consultant (ChFC®) is an extensive educational program covering all aspects of financial planning. Average study time for this program is over 400 hours and advisors frequently spend years earning this coveted distinction.

(3) Chartered Financial Analyst (CFA) is a globally recognized graduate level designation which is awarded after passing 3 levels of exams with approved work experience.