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Pursuing Your Goals Together

INVESTMENT SERVICES TAILORED FOR YOU.

One size does not fit all in investing. At Englewood Bank & Trust, we know that your financial goals are yours alone. That’s why we get to know you and your dreams before helping you pursue your goals. We help you secure your future by fitting our investment services to your needs.

For more information about our Investment Management services, please contact Kerry Hunter at (941) 473-3629 or by email at khunter@ebtfl.com.

Our Approach

We take the time to thoroughly understand the important details of your financial position before identifying investment, tax, and estate planning opportunities. With this critical information in mind, we create a plan to address your financial objectives, now and in the future.

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IRAs

Achieve your long-term goals with tax-advantaged Individual Retirement Accounts (IRAs).

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On Our Minds

03/23/23

Chart of the Day: More Hedge Funds than Burger Kings

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03/22/23

Chart of the Day: 1% Increase Annually to 10%

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03/21/23

Chart of the Day: More with Less

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Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.
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