Client-Focused Business Philosophy
Our client-focused business philosophy: Always putting your needs first. We offer comprehensive investment and planning choices (at a reasonable cost!) while maintaining focus on providing highly personalized wealth management service.
“Because my role at SNBT is helping clients with their financial lives, I put their needs first when creating their personal plans. That's the way SNBT has always done business - doing what is in the client's best interest. We believe that by doing so, both the client and the bank will be successful in the long-term.” – Mike Kolasa
National Ability. Local Authority.
The Trust & Investment team at The Stephenson National Bank & Trust has the most credentials in the region and access to national-level tools, yet we maintain local decision making. This allows Marquette Trust & Investment Services to provide you with exceptional financial guidance while keeping decisions - and business - in the local community. Why SNBT?
“In this industry, we need to be proactive to provide national-quality service. That's why our 21-member Trust team at SNBT is continually attending higher-level, professional training programs - to keep current on the latest trends, issues, and investment vehicles. When we couple that with our nimbleness in making decisions locally, we get the job done extremely well and very quickly.” – Mike Kolasa
Our office may be located in Marquette, but our objective is to meet clients wherever they may be. It's this hands-on, uncompromising commitment to personalized service that allows us to deliver on our Mission: To Be The Premier Provider of Trusted Financial Solutions.
Turn to The Retirement Experts®
Mike Kolasa assists people in the Upper Peninsula,
the Midwest, and farther away, with their Trust & Investment needs.
for Investment Management in Marquette, MI