Product InformationInvestment Management & Trust

We provide Investment Management, Retirement Planning and Estate Planning services to help our clients accumulate, enjoy, protect and distribute wealth in the most tax-advantaged way possible.

• Wealth Management & Private Banking
  Wealth Management and Private Banking is for those individuals with multifaceted financial needs seeking a coordinated, comprehensive financial plan.
• Platte Valley Investments & Planning
  At Platte Valley Investments & Planning, we have financial solutions for every stage of your life.
• Client Point
  To meet these needs, Platte Valley State Bank offers Client Point, a secure Internet website that allows you to access real-time account information at your convenience.
• Retirement Gold Online
  Platte Valley State Bank brings you "Retirement Gold Online" an exclusive service that gives you the power to view your account activity online.
• Wealth Management Group
  Meet our Wealth Mangement Group.
• Nebraska Educational Savings Trust (NEST)
  Nebraska's 529 College Savings Plans, the NEST Direct Plan and NEST Advisor Plan, offer a smart way to save for a loved one's college education with tax-advantaged investing, flexible investment options, and no contribution minimums.