Distinctive Business Solutions for Attorneys
Take the FBFC Challenge for Attorneys!
You could be saving on monthly banking fees or earning more interest with our specialized accounts for legal professionals. Simply let us conduct a 2-month comparative analysis of your current bank statements to demonstrate the value FBFC provides.
Legal Professional Banking Solutions
As an attorney, you play a special role in the community. With us, you’ll receive a customized solution for your financial needs that has been designed through years of managing relationships with legal professionals. We offer an extensive suite of financial services for law firms, focused on helping attorneys optimize cash flow and providing ready access to specialized accounts the legal profession employs.
We know that every practice is different. Our distinctive banking solution for legal professionals include:
- IOLTA (Interest on Lawyers Trust Accounts)
- Workers Comp Restricted Accounts
- IBRETA (Interest Bearing Real Estate Trust Accounts)
- Fiduciary Accounts
FBFC has been recognized as one of only 12 banks in the state as a Prime Partner by the Wisconsin Trust Account Foundation, Inc. (WisTAF). As an approved Trust Account Depository in the State of Wisconsin, First Bank Financial Centre makes opening an IOLTA simple. Once you establish an attorney business account relationship with FBFC, we will be able to guide you through the process of setting up an IOLTA.
Open any new business checking account and receive up to $500 in discounts!
Get up to $250 off your first Deluxe check order package* AND up to $250 in discounts on any combination of Cash Management services!**
Earn more with our Distinctive Money Market Account!
Maximize your savings by switching to FBFC and receive this great rate!
Distinctive and Personalized, Local Service
First Bank Financial Centre is a local, community bank based in Wisconsin. Our branches are close by and our relationship managers are ready to answer your questions or help you with anything you might need.
Distinctive Business Banking Services
As an attorney, you need to manage your cash flow, accept payments and disburse funds. Depending on the size of your practice, First Bank Financial Centre business checking accounts will provide the right base to add the essential products and services to make your practice flourish.
FBFC Business Online Banking enables access to your business account, and all other accounts your practice uses from any internet connection. Manage your accounts by transferring funds, making payments and view all your accounts in one place.
FBFC Cash Management Suite gives you the tools to develop cash flow solutions customized to your practice. For practices that prepare individual tax returns, FBFC Express Deposit can help improve your cash flow. You can also automatically debit your authorized customers’ accounts, schedule payments, stop fraudulent activity and use merchant services to accept credit card payments, if that is what your practice requires.
Special Financing Offers for Attorneys
Are you establishing a new office, looking to acquire or buy an existing practice or looking for commercial real estate? First Bank Financial Centre is the #1 SBA Lender in Wisconsin and is in the top 30 providers in the nation for SBA loan volume. We're offering special financing to Attorneys including:
- Commercial Real Estate loans at 3.99% fixed for 5 years¹
- Commercial Lines of Credit with no closing costs, with the opening of an FBFC deposit account²
- Veteran business owners will receive 50% off closing costs on all commercial loan products3
Take advantage of these special financing offers today!
Learn More About Credit Solutions and Lending Options
Let's Get Started
Our experienced relationship managers would like to discuss your financial needs and help establish your distinctive business solution. We know that as a professional your time is valuable. We would like schedule an appointment, set a meeting agenda and tell you more about our business solutions for professionals. Please call us at (262) 569-9900 to schedule an appointment or send us an email request by clicking on the link above. We look forward to meeting with you.
Wealth Management and Retirement Planning^
Once you take advantage of our Distinctive Business Solutions, ask how we can help you manage your personal wealth through a resource of our company, Summit Street Wealth Management. Summit Street representatives know that preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
^Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC 525 Junction Road, Suite 8100 North, Madison, WI 53717 (608) 829-0015. Summit Street Wealth Management LLC and First Bank Financial Centre are not affiliates or subsidiaries of MML Investors Services, LLC, or its affiliated companies. NOT A BANK DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY ANY BANK • MAY GO DOWN IN VALUE
*Receive up to $250 off your first Deluxe check order package at time of new account opening. **Receive up to $250 in discounts on any combination of Cash Management services; elections must be determined within 5 business days of new account opening. This offer applies to new business checking accounts opened with new money not currently on deposit at FBFC. If any owner or signer on the account has previously been an owner or signer on a different First Bank Financial Centre (FBFC) business checking account within the past three (3) years, FBFC reserves the right to deny this offer. Businesses with an FBFC employee as owner are not eligible. Applicable to businesses with Wisconsin mailing addresses only. Not all customers will qualify for the products and services offered. FBFC will honor one (1) offer per business. This offer cannot be combined with any other offer. Offer must be presented at account opening. Fees could reduce earnings on the account. FBFC reserves the right to change or discontinue the offer at any time.
***An open and active business checking account is required to maintain a Distinctive Money Market Business Account. An active business checking account is defined as an account which has ten (10) ACH, debit card or check transactions post to the account per statement cycle. If the requirements of the active checking are not met, we reserve the right to terminate the introductory rate prior to the 180th day and rates will revert to the standard rates. Each Distinctive Money Market Business account and business checking account can have not more than one (1) linked relationship. One Distinctive Money Market Business account per business. Cannot be opened with money currently on deposit at FBFC. Maximum new money deposit of $250,000. This is a variable-rate account. The following Annual Percentage Yields (APYs) are accurate as of 03/29/18; $.01-$14,999.99, APY is 0.10%, $15,000 and above, APY is 1.20%. If requirements are met, these rates are guaranteed for 180 days after account opening. On the first business day following the 180th day after account opening, rates will revert to standard rates. Requires a $15,000 minimum balance to open the account, and a minimum daily balance of $2,500 to avoid maintenance fees. Interest is calculated on the entire balance each day at the rate in effect for that balance tier. Applicable to businesses with Wisconsin mailing address only. Municipal funds will not be accepted. Fees could reduce earnings on the account. FBFC reserves the right to change or discontinue the offer at any time.
¹Special rate of 3.99% is fixed for first 5 years of FBFC business loan. After 5 years, the rate may go up. Final terms and conditions are subject to credit underwriting. Applicable to Wisconsin-based businesses only. ²No closing cost offer applicable to all FBFC business loans provided business opens at least 1 deposit account at FBFC and business is Wisconsin-based. ³50% off closing costs applicable to all FBFC business loans approved for Veteran-owned businesses provided business is Wisconsin-based.