Fifth Third Bank

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171 Years

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(616) 772-4800Call

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Map & DirectionsDirections3319 Lakeside Dr SPetoskey, MI 49770 Write a ReviewWrite Review

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Phone: (231) 348-0308

TollFree: (800) 275-8777

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Banks, Commercial & Savings Banks, Investments, Loans, Real Estate Loans

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Phone: (616) 772-4800

Address: 3319 Lakeside Dr S, Petoskey, MI 49770

Fifth Third Bank

Taxes

Avoiding Probate
The annuity contract names a beneficiary and then usually allows the annuity to go directly to the beneficiary, avoiding probate.
Roth IRA
An IRA is basically a retirement savings account with tax advantages+. It can be made up of stocks, bonds, mutual funds and other assets. At Fifth Third, we offer a variety of IRA’s including a Traditional IRA and a Roth IRA. IRA’s can be used as a way to pass your savings on to the ones you love.
Real Estate Taxes
At least once a year, we perform a review of your escrow account in order to determine if the escrow portion of your monthly mortgage payment is sufficient to cover the annual requirements for your real estate taxes, and/or insurance premiums. We are required under the Real Estate Settlement Procedures Act (RESPA) to disclose to you in an Annual Mortgage Escrow Statement the results of this review and its effect on your monthly mortgage payment. Occasionally, we may provide you with an interim statement to maintain compliance with RESPA.
Income Tax
Earnings on withdrawals not used for qualified higher education expenses may be subject to federal income tax and a 10% federal tax penalty.

Investment

Investment Management
Mutual Funds
Fifth Third Securities makes it easy to build a diversified portfolio with over 10,000 mutual funds for all types of investors. With our team’s comprehensive research, we take the guesswork out of building a portfolio with the convenience and experience you can always expect from Fifth Third. Get in touch with a Fifth Third Securities Financial Professional to determine what types of mutual funds are right for you.
Bonds
Wealth Management
With over 160 years of providing customized, tailored wealth management solutions we have helped individuals, businesses and institutions build, preserve and manage their wealth.

Planning

Financial Planning
Life is full of surprises. Some are great—like suddenly falling in love and planning a wedding. Others are not so great. But whatever life has in store, it’s important to be financially prepared. We can help you with your personal financial planning.
Retirement Planning
While we all have our own personal paths to retirement, a common reality is that most people are responsible for accumulating their own retirement savings. That’s why planning is important. No matter where you are along your path, an experienced Fifth Third Securities Financial Professional can help guide your retirement investment strategy for your personal retirement planning needs.
Annuities
An annuity is a contract between an individual and an insurance company, and can be used to help increase savings, protect your savings, or generate a stream of income. Annuities can be either fixed
Long Term Care
All the long-term care options have one thing in common: they’re all costly. And the cost of care continues to increase. Long term care generally falls into 3 categories: Skilled care (usually a serious injury or illness which requires daily care ordered by a physician); intermediate care (similar to skilled care buy may not need daily care) and custodial care (generally help with daily activities like bathing and eating).
Asset Management
Asset Allocation, Alternative Investment and Hedging/Diversification strategies are intended to mitigate the overall risk within your portfolio. Some strategies may be subject to a higher degree of market risk than others. An investor should understand the costs, cash flows and risks inherent in a strategy prior to making any investment decision. There are no guarantees that any strategy presented will perform as intended.
College Funding
Have a child going to college? Be sure to fill out an FAFSA form. Otherwise, you could leave financial aid on the table. Get tips for getting started.

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