Financial Planning and Investing Made Easy
Prevail Bank has partnered with Nest Egg, an investing platform designed to eliminate the complexities of investing and provide you with a simplified investment experience.
What is Nest Egg?
Nest Egg is investing made easy. Nest Egg offers financial advice and investments in an easy-to-use, easy-to-understand, and easy-to-invest platform. A live video advisor is available to assist you with making the right decision for your financial future.
With or without an advisor’s assistance, you can customize your financial plan and investments based on your goals and objectives. Accounts can be opened and funded in a matter of minutes. Click on one of the options below to continue your journey toward a healthier financial future.
| Not FDIC Insured | Non-Deposit Products | May Lose Value | Not a Bank Deposit |
Education Savings
Help tackle the high cost of education by planning for the future today.
Saving for Purchase
Set up a savings plan to prepare for a large purchase such as a house or new car.
Retirement Planning
Develop a tailored and detailed plan to aid in a timely and comfortable retirement.
Wealth Management
Receive a complete financial analysis and see that your money is working for you.
Investment Advisory Services are offered through Nest Investments LLC (“Nest Egg”), a Registered Investment Advisor. A copy of Form ADV is available on the SEC’s website at www.adviserinfo.sec.gov. Insurance is offered through Nest Insurance LLC, DBA Nest Insurance Agency LLC, a wholly-owned subsidiary of Nest Egg.
Investing in the stock market involves gains and losses and may not be suitable for all investors. Investors have the opportunity for losses as well as profits.