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Two US Banks Team Up To Create Sun Wealth Management
Nick Parmee
29 October 2008
New Jersey-based Sun National Bank and Northeast Planning Corporation have together created Sun Wealth Management, a new bank division that will provide business and individual financial planning and wealth management solutions to Sun's commercial and high net worth customer base. Sun Wealth Management will use NEPC's staff and management team to offer estate planning, life insurance, disability insurance, business succession planning, trust management, employee benefits services, qualified and non-qualified retirement plans, asset management, property and casualty insurance, for example. Sun National Bank serves customers through nearly 65 branch locations throughout