













INVESTMENT PRODUCTS
NOT FDIC INSURED
NOT BANK GUARANTEED
MAY LOSE VALUE
Copyright © 2005
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Our Invitation
The founding values of Broadway Bank and The Private Bank at Broadway include conducting our business with honesty and integrity, providing highly personalized customer service, and upholding a long-term commitment to the neighborhoods and communities we serve.
You can look to us for a full range of money-management skills and services. And you will find an emphasis on responsive, personal service that is rare in todays business world.
We cordially invite you to become better acquainted with us and our work. If you prefer to have a Broadway Bank Private Banker meet with you at your home or office, simply phone us at (210) 283-4000 or (800) 531-7650 to arrange an appointment or you can email us.
‘‘If you take care of the customers, the numbers will take care of themselves.’’
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The Private Bank at Broadway offers a full complement of services tailored to the needs of our clients.
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Local integrated team
Dedicated relationship managers
Wealth advisory services
Customized lending solutions
Active portfolio management
Full-service brokerage services
Trust and estate planning services
Real Estate and Mineral Management
Estate Settlement Services
Timing is everything!
Click to see chart
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Private Client Services (210) 283-4000
Wealth Management
(210) 283-6700 |
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