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Small Business Services

As a small business owner you are called upon to be an expert in everything. Not only are you expected to excel in your particular area of business, now you have to become an expert on how to manage a business. Mechanics Investment Professionals would like to be your partner, to help you manage your retirement plan, employee benefits, cash management, etc. Let us help you get back to doing what you do best, taking care of your customers. There are many areas in which we can offer assistance.

  • 401k Health Insurance
  • Individual 401k Supplemental Insurance
  • SIMPLE IRA Key Person Insurance
  • SEP IRA Insurance funding of Buy/Sell agreements
  • Profit Sharing Employee Education

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Mechanics Bank
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