Secure your wealth
Secure your wealth with seasoned professionals you can trust. At Security National Bank, we provide investment management, trust and estate services, retirement planning and 401(k) administration for individuals, families and businesses of all financial backgrounds. Enjoy the peace of mind that comes with a dedicated service team invested in a common goal – your lifelong financial success.
We preserve your family’s financial security by minimizing estate taxes and protecting financial interests for generations to come.
Special Needs Trust
We administer trusts that meet the needs of beneficiaries with physical or mental disabilities while also minimizing impact on government assistance.
Agent for Trustee
Let us help alleviate the pressures of your trust administration duties by acting as your Agent for Trustee. Our team’s knowledge and expertise will take on the responsibilities for administration, investment, record-keeping, tax filings and distributions for current and future beneficiaries.
We offer relief from the burdens of estate duties during periods of grief and mourning so you can focus on what really matters.
We are appointed by the court to manage financial affairs of those who are limited physically, mentally, and/or by old age.
Unique Asset Management
We help manage family business interests, commercial real estate and partnerships in order to preserve the value of your significant possessions.
Investment and Insurance Products:
Insurance products are: Not FDIC Insured, Not a Deposit, Not Insured by any Federal Government Agency, Not Guaranteed by the Bank, May Lose Value.
Any insurance required as a condition of the extension of credit by Security National Bank of Omaha need not be purchased from the Agency and may, without affecting the approval of the application for an extension of credit, be purchased from an agent or insurance company of the customer’s choice.Back to Top