Professional Service Firms

Enjoy the support of an entire team focused on helping you grow your firm. We emphasize clear communication, straightforward solutions and thorough dedication to helping you and your partners succeed.

Law Firms
Using the same care your firm brings to planning a course of action for your clients, Associated has designed a suite of financial services for law firms.

  • Financing the partners
    • Customized capital contribution loans
    • Unsecured lines of credit to support short-tem liquidity needs
  • Custody and escrow services
    • Associated Escrow Services features a single control account with unlimited escrow accounts
    • IOLTA and IBRETA accounts
    • Custody services
  • Depository and cash management
  • Liquidity management
    • Short- and long-term investment vehicles*
    • Cash sweep services*
  • Employee benefits
    • Tiered personal banking and investment services to meet the needs of all of your employees:
      Private Client Services for partners, Premier Banking for associates, Bank at Work for staff
    • Employee retirement plans*
    • Employee health plans*
  • Risk Management*
    • Business liability and risk management consultation
    • Business succession plan and key employee compensation consultation
    • Workers compensation
    • Employment practices liability, D&O, E&O, specialty liability coverages

See how we can help you and your partners achieve your personal and business goals. Let us be champions for your law firm. Contact Associated’s Professional Services Team for Law Firms today.

Business/Commercial Disclosures

Bank Deposit Disclosures for Consumers

Personal - Lending Disclosures

*Non-Deposit Investment Product Disclosures

Online Banking