Most people believe that banks are financial institutions that only deal in accounts and loans. While this is certainly true, there are many ways that a bank may help you experience the financial success that you have a desire to have in your life. If you are experiencing financial hardship in your life, it is imperative to know that there are numerous options available to you. All banks have various policies that are specific, financial programs that are available, practices that aid in financial success, and even support services in place to help you overcome those hardships. Somerville National Bank is consistently working to ensure that a wide array of options are available to those that want to overcome financial hurdles. In this brief guide, you will learn the ways that we may help you reach that level of financial success that you are striving to reach.

Financial Planning

The first – and possibly – the most important strategy that is used by banks to help you overcome financial complications is financial planning. It is important to know that, generally, all banks have at least ONE individual that is a certified financial planner. These individuals will help you achieve your personal financial goals and help you plan for your future. It is much more convenient and less costly to receive financial planning through a bank than through a wealth management firm.


The next method that banks use to aid in helping you become financially secure is by helping you set up a budget. In fact, most banks have a wide array of budgeting tools at their disposal that they may share with you. You may be provided with budgeting software, online access to programs that allow you to track your income, how you spend, and tools that help in monitoring your savings. If you are ready to take control of your financial future, a budget will help you!

Insurance Needs

The third method used by banks to help you achieve financial success is the ability to conduct a search for insurance companies to cover your home, your vehicle, and your final expenses. In addition to offering services that locate these types of insurances, you may be offered a multitude of discounts when you go through a bank!

If you are ready to take charge of your financial health and have a desire to experience wealth, Somerville National Bank is here to help you! Simply contact us today by

Visiting one of our branches