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Individual Private Banking

Customized Financial Solutions

As the largest subsidiary of the Leumi Group, a global financial institution, Bank Leumi USA has the international expertise, deep understanding of capital markets, and decades of experience which uniquely qualify it to assist U.S. and international private banking clients with all of their financial services needs. We believe we serve clients best by helping them select from a variety of options.  Your private banker is there to listen carefully to your needs, goals and objectives and to provide you with guidance and advice tailored to fit your particular situation. Our mission is to help you develop a financial overview, give you access to quality financial solutions, help you select among them with focused, objective counseling, and provide guidance and advice to help you stay on track to reach your goals.

Our Services Include...

  • Financial and Estate Planning
  • Retirement Services
  • Investment Management
  • Brokerage Services
  • Insurance Products
  • Deposit Products