Dowell & Perez PA

Fifth Third Private Bank, a division of Fifth Third Bank National Association, has been providing goal-based financial planning services for over a century, focusing on a comprehensive approach through their Life360 process. They offer a range of services including personal banking, small business solutions, commercial financing, and wealth management, all while adhering to the highest industry standards and regulatory requirements.

The bank emphasizes the importance of diversification and asset allocation in investments, while also clearly stating that investing involves risks, including potential losses. Fifth Third is committed to transparency and guidance, advising clients to consult with tax and legal advisors when making financial decisions.

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