BANK LEUMI USA
 
 Leumi Direct
 Leumi Global Link
 Leumi Visa
 Leumi Investments
 
 Economic Data
 Foreign Exchange
 
 About Us
 US Locations

 
You are here: > Home > Private Banking > US Private Banking > Financial Planning

Private Banking provides you with financial advice and planning along with the appropriate investment and insurance solutions.

 

Whether you are concerned about adequately saving for college education or providing for retirement, your Private Banker can assist you in developing a plan based on your individual needs and financial goals. 

For more information, contact the Private Banker in your branch, or call LeumiLines at

1-800-892-5430.

 

Securities and insurance products are offered through Leumi Investment Services Inc. (LISI), a wholly owned subsidiary of Bank Leumi USA and a member of FINRA/SIPC.

 

PRODUCTS OFFERED THROUGH LISI:

NOT FDIC INSURED / NO BANK GUARANTEE / MAY LOSE VALUE


Back to Top