Financial and Retirement Planning

No matter your season of life, you can make financial choices with retirement in mind—even after retirement. We’ll show you how.

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Success starts with strategy

Our wealth strategy team comprises trust and estate planning specialists, certified public accountants, and certified financial planners with decades of experience helping clients navigate complex planning scenarios. We work with your current accountants, legal counsel, and local Private Bank advisors to craft personalized plans for your unique needs.

  • Multi-generational estate planning
  • Business succession planning
  • Complex charitable structures
  • Asset protection strategies
  • Family law matters
  • Solutions for family members with special needs

From day-to-day financial management to legacy planning, each day can bring new tasks, questions, and considerations. That's where the Huntington Private Bank® comes in.

Insurance Services

Effectively manage risk

We help you protect your greatest assets.

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Insurance Products: Are Not a Deposit • Are Not FDIC Insured • Are Not Bank Guaranteed • Not Insured By Any Federal Government Agency • May Lose Value

Trusts and Estates

Establish a legacy

Our team is experienced with an array of financial products, but it starts with listening to what's important to you.

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Build your financial know-how

Retirement

Retirement reality check

A careful analysis of your needs and your risks can uncover whether you’re on track.

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Retirement

Turning good times into a better retirement

When your income spikes, taxes and other consequences can affect your plans in unexpected ways.

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Retirement

How a down year affects your retirement

Understand how to approach downturns, volatility and setbacks in your retirement plan.

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Contact Us

We're here for you—online, by phone, or at a Private Bank office.

Automated assistance

Quick answers when you need them.

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Find a Private Bank office

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Disclosures

Investment, Insurance and Non-deposit Trust products are: NOT A DEPOSIT • NOT FDIC INSURED • NOT GUARANTEED BY THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE

Huntington offers a full range of wealth management and financial services through dedicated teams of professionals in the Huntington Private Bank® and Huntington Financial Advisors®, as follows:

  • Banking solutions, including loans and deposit accounts, are provided by The Huntington National Bank, Equal Housing Lender and Member FDIC.
  • Trust and investment management services are provided by The Huntington National Bank, a national bank with fiduciary powers.
  • Certain investment advisory solutions, securities, and insurance products are provided by Huntington Financial Advisors®.
  • Certain insurance products are offered by Huntington Insurance, Inc. and underwritten by third-party insurance carriers not affiliated with Huntington Insurance, Inc.
  • Huntington Private Bank® is a federally registered service mark of Huntington Bancshares Incorporated.

Huntington Financial Advisors® is a federally registered service mark and a trade name under which The Huntington Investment Company does business as a registered broker-dealer, member FINRA and SIPC, a registered investment advisor with the U.S. Securities and Exchange Commission (SEC), and a licensed insurance agency.

The Huntington National Bank, The Huntington Investment Company, and Huntington Insurance, Inc., are wholly-owned subsidiaries of Huntington Bancshares Incorporated.

Minimum investment or deposit balance criteria apply with respect to the Huntington Private Bank. Please contact a Huntington Private Bank colleague for more information on eligibility requirements.