Tony Edwards - CFA, CPA
- Senior Vice President
- Wealth Strategies Manager
BankPlus has received notification of potential fraudulent calls to our customers. Callers are identifying themselves as working for Visa. The caller then tries to convince the customer there has been fraudulent activity on the customer’s account, and the caller may ask for online banking credentials or other personal information. Please note that neither BankPlus nor Visa will ever call and ask for information such as the username or password to your online banking account, your social security number or your account number. If you receive a call from someone asking for any of this type of sensitive information, please reach out to BankPlus at 1-888-811-7587.
We work with you to help accumulate wealth, while protecting and preserving your hard-earned assets. Our financial experience and expertise rivals large Wall Street firms with the kind of personal commitment you would only expect from people who live by Main Street values.
We start by carefully listening to your goals, your worries and your dreams. Then, we work with you through a variety of smart options to develop an investment plan that feels completely right and makes absolute sense. Your personal plan is implemented using the long-term investment philosophies which have worked for generations of successful investors. Over time, the plan adapts and evolves, based on changes in your life and evolving market conditions.
We work entirely for your benefit, not a corporate headquarters somewhere else. The Wealth Management Group investment philosophy is independent, our fees are completely transparent and we never, ever try to sell you anything. We listen, keep our clients’ interests front and center, and then work hard to prove ourselves and earn your business every day.
Investment Services Are: