Mechanics Bank

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Pension & Profit Sharing Plans, Retirement Planning Services

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Today: Closed

Tomorrow: Closed

Amenities:

Wheelchair accessible

(916) 648-2660Call Visit WebsiteVisit Website Map & DirectionsDirections1751 Howe AveSacramento, CA 95825 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Thu:	9:00 am - 5:00 pm
Fri:	9:00 am - 6:00 pm
Sat - Sun	Closed

Mechanics Bank

Tax Planning
John brings more than 25 years of experience in complex estate and trust administration and tax planning for high-net-worth individuals and families to the Mechanics Bank Wealth Management team. As Director of Trust Services, John is responsible for the management of all trust fiduciary activities and directs the administration of the trust and agency programs. John is a Certified Trust and Fiduciary Advisor (CTFA®) through the American Bankers Association, and has his paralegal certification from George Washington University, Washington, D.C.

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Banking Services

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Other Link

http://www.mechanicsbank.com

Categories

Pension & Profit Sharing Plans, Retirement Planning Services

Other Information

Parking: Lot, Free

Wheelchair Accessible: Yes

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Details

Phone: (916) 648-2660

Address: 1751 Howe Ave, Sacramento, CA 95825

Website: http://www.mechanicsbank.com

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Mechanics Bank

Tax Planning
John brings more than 25 years of experience in complex estate and trust administration and tax planning for high-net-worth individuals and families to the Mechanics Bank Wealth Management team. As Director of Trust Services, John is responsible for the management of all trust fiduciary activities and directs the administration of the trust and agency programs. John is a Certified Trust and Fiduciary Advisor (CTFA®) through the American Bankers Association, and has his paralegal certification from George Washington University, Washington, D.C.
Roth IRA

Investment Management
Investment management and trust services are offered by Mechanics Bank Wealth Management. Mechanics Bank investment products are...
Mutual Funds
Passionate about creating and managing individual and institutional investment portfolios, Joe McDonough has more than 30 years of experience managing investment portfolios and advising high-net-worth clients. Prior to joining Mechanics Bank, Joe worked as a separate account Portfolio Manager for BlackRock Private Investors, using individual stocks and bonds as well as mutual funds and ETFs. Joe has also served as a Portfolio Manager with Merrill Lynch Trust Company. He holds a Bachelor of Business Administration degree from San Diego State University, and an MBA from Golden Gate University. He and his family live in Lafayette.
Wealth Management
Being a Wealth Management client provides access to the most comprehensive services we offer. With decades of experience in helping individuals, families, nonprofits and businesses successfully manage their wealth, we have the flexibility and breadth of resources to meet your financial needs as you move through different life stages and wealth levels. We're here to help you grow, manage, protect and share your wealth, on your schedule and your terms.

Payroll Services
Outsourcing payroll processing to Paychex provides peace of mind, saves time and money, and ensures you’re current with changing regulations.

Financial Planning
Sherria joined Mechanics Bank in 1983 and has over 30 years of experience in the financial services industry. As Employee Benefit and IRA Services Manager, she oversees the administration of Defined Benefit, 401(K), ESOP, and complex IRA accounts. She is recognized as a Certified IRA Services Professional (CISP) through the Institute of Certified Bankers and Chartered Certified Retirement Plan Specialist (CRPS®) through the College of Financial Planning.
Retirement Planning
Known as a traditional pension plan, this type of plan promises participants a specified monthly benefit at retirement. Benefit may be based on factors such as their salary, age and years worked for the employer.

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