INFO :
Welcome Former Republic Bank customers! For important information, including our Transition Guides and steps to access your accounts: Read More.Corporate and Nonprofit Investing
Expertise. And a high level of personal attention.
You expect results. That’s why you need custom solutions as comprehensive and diverse as the needs of your company, nonprofit institution, or government organization. At Broadx Financial Advisors, our team has deep experience in complex asset management, corporate trust, retirement plan services, and nonprofit needs.
Retirement Plan Services
You need a retirement plan that works for both you and your employees. Our dedicated team of retirement specialists can help simplify the administration and provide the advantages of in-house management of your plan.
Asset Management
A collaborative approach to comprehensive asset management gives you sophisticated solutions and a strategy tailored to your institution goals with a focus on risk-based returns.
Nonprofit Services
Whatever your mission, our dedicated Nonprofit Services team can help your organization achieve better outcomes with our expertise in endowment governance, investment management, and planned giving support.
Corporate Trust
Experience. Dedication. Personal attention. Three powerful reasons to partner with us as a Corporate Trustee. Our team offers a wide array of administrative solutions for municipalities, school districts, and corporations.
Visit Us
Locate a branch near you
Branch Locator
Visit Us
Locate a branch near you
Branch Locator
Message Us
Visit the contact us page
Contact Form
Message Us
Visit the contact us page
Contact Form
Call Us
1-800-385-8664
Phone Directory
Call Us
1-800-385-8664
Phone Directory
Schedule Meeting
Book an Appointment
Appointment Form
Schedule Meeting
Book an Appointment
Appointment Form
