When so many investment firms only offer online or call-center access to a majority of their customers, High Point Bank still finds value in the face-to-face relationship and provides that interaction to our Triad customers as often as we can. We believe that there are two important components that must be in place for an individual to have trust in a financial partner:
The provider must have knowledge of the tools at their disposal, the regulations that govern them and the insight to apply these tools in ways that result in beneficial financial outcomes. With experienced, credentialed professionals throughout our team, you can feel confident that we have the expertise necessary to guide you in the wise management of your money.
This experience should be used in a way that puts the client’s interests ahead of our own. At the heart of this is the personal relationship that exists between the provider and client. We deliver financial solutions in a way that only a community bank trust department can—providing you with the comfort that your needs are being heard and honored.
Together, our expertise and client focus are the foundations of the trust we hope that you will have in High Point Bank Trust & Investment Advisors as you manage your financial resources.
- Investment Management
- Trust Administration
- Estate Planning and Settlement
- IRA Rollovers
- Custody Services and Property Management
- Retirement Planning
- Succession Planning
- Nonprofit Services