Private Banking

Just having satisfied customers isn’t good enough anymore. If you really want a booming business, you have to create raving fans.

– Ken Blanchard

Your financial partner for life

private-banking

Holistic banking experience delivered with convenience in mind.

Client Service is at the center of Private Banking. HFG provides access to a Private Banking Officer who will concierge all of your banking needs. Our dedicated professionals specialize in understanding your goals and will customize a solution for you.

Through our partnership with Community First Bank, we are committed to offering a world class financial experience, which begins with efficient service and an exclusive suite of products. We believe concierge banking is an essential piece to being your financial partner for life.

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Matrix of private banking

Consumer

  • Earn interest at a preferential rate.
  • No monthly service charges.
  • Free CFB/HFG logo checks.
  • No ATM fees CFB ATM's & 55,000 All Point ATM locations.
  • Free overdraft sweep from any linked checking or savings account.
  • Free cashiers checks.
  • Free wire services.

Unsecured L.O.C.

  • Revolving Line of Credit up to 10% of assets under management at HFG Trust.
  • Preferential Annual Percentage Rate (APR).
  • No fees.
  • Two year term.
  • Interest-only monthly payments.

Mortgage

  • Purchase or refinance of primary or secondary residence.
  • Competitive rates and fees.
  • $250 credit towards fees.
  • Bridge loan solutions.

Investment Secured L.O.C.

  • Revolving Line of Credit up to 50% of assets under management at HFG Trust.
  • Preferential Annual Percentage Rate (APR).
  • No fees.
  • Up to three year term.
  • Interest-only monthly payments.
money

Wealth Management

private-banking

Private
Banking

retirement-planning

Retirement
Planning

business-services

401K
Services

trust-services

Trust
Services

portfolio-management

Portfolio
Management