Isabella Bank, a wholly-owned subsidiary of Isabella Bank Corporation (OTCQX:ISBA), is expanding into Bay County with this month’s opening of a loan and wealth office at 723 Washington Ave., near its intersection with Center Avenue in downtown Bay City.
The office will provide mortgage and commercial lending services as well as financial planning services and estate administration.
“Isabella Bank is responding to loyal and future customers who live or work in Bay County and have asked us to expand our presence locally,” Chief Executive Officer Jae A. Evans said. “This is an exciting step. We’re a strong, stable and growing community bank — the bank with a 120-year history of commitment to this region’s residents and businesses.”
With the new office, Isabella Bank has 31 locations in eight counties.
East Region President Michael Colby said customer relationships are a priority, no matter the method of interaction. While a growing number of customers bank online, many still want to meet in person when applying for a loan.
“Customers want to talk with an expert, in person, for something as significant as a home or business loan,” Colby said. “They’ll receive personalized support, and decisions about their loans will be made locally, not out of state.”
Personal wealth services assist customers in planning, building and managing their financial futures, including estate, financial and retirement plans, Senior Vice President Randy Dickinson said.
“Isabella Wealth’s financial professionals help customers identify their financial goals — from buying a new home, sending their children to college, to retiring. We then create and monitor a plan with the customer so they can achieve their objectives,” he said.
In addition to financial services, many clients turn to Isabella Wealth for estate administration services.
“Our clients gain peace of mind from the personal relationship they build with one of our experienced, independent fiduciaries,” Dickinson said. “They like having someone they can visit and get advice from — who they trust to handle their financial affairs if they become incapacitated or when they pass away. This is the full-service, personalized care you’ll find at Isabella Bank.”
Commercial Lender Jesse Kendall, who has more than 10 years of banking experience in the tri-cities area, will manage the Bay City office and work directly with loan customers.
Wealth team members include Senior Trust Officers Daniel McKune and JoAnna Keenan, and Financial Advisor Beth DeLeeuw. All have ties to Bay County and the Great Lakes Bay region.
The Bay City office can be reached at 989-316-2550.
Isabella Bank, a state-chartered community bank headquartered in Mt. Pleasant, Michigan, is a subsidiary of Isabella Bank Corporation (OTCQX:ISBA). Isabella Bank was established in 1903 and has been committed to serving the local banking needs of its customers and communities for 120 years. The Bank offers personal and commercial lending and deposit products, as well as investment, trust, and estate planning services through Isabella Wealth. The Bank has 31 locations throughout eight Mid-Michigan counties: Bay, Clare, Gratiot, Isabella, Mecosta, Midland, Montcalm, and Saginaw. For more information about Isabella Bank Corporation, visit the Investor Relations link at www.isabellabank.com.