Church Street Financial Services
is a wholly owned subsidiary of The First National Bank of Livingston providing investment and insurance services since 1997. Church Street Financial Services has remained focused on helping individual investors and businesses successfully reach their financial goals by matching investor risks and time horizons with appropriate investments.

Click here to visit the Church Street Financial Services website.

Retirement Plans

If you want to attract top-notch talent to your firm and help them prepare for retirement, Church Street has several products to offer. They can help you select a qualified plan, from a 401(k) to a profit sharing plan - that's right for your employees and your firm. Schedule an appointment with a Church Street representative today to talk about the type of plan that may work best for your company.

Financial Planning & Retirement Planning

Wondering how you can prepare for the retirement of your dreams? Church Street offers a range of retirement plans and other funding options, such as annuities, mutual funds and CD's that can help you plan for a comfortable retirement. Learn about the tax advantages of the new Roth IRA. Discover the role insurance plays in your retirement planning. Retirement plans allow you to use tax-deferment to grow your money by not paying any immediate taxes on your earnings.

Education Funding

If you have a child, you're probably wondering how you'll ever afford college. Request an appointment with a Church Street representative to determine how to plan for those hefty tuition bills.

Estate Planning

Concerned about how your family or your business will carry on without you? Our comprehensive estate planning team provides the information you need to know about creating wills and trusts, selecting an executor and minimizing estate taxes.

Investments are not FDIC Insured, are not deposits of, obligations of, or guaranteed by the bank and are subject to investment risks including possible loss of principal.

 

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