HSBC2 can help support your financial journey
Our HSBC Financial Professionals3 take the time to understand your unique set of challenges so they can help you through your life transitions. Whether it's planning for education, career transitions, or retirement, your financial professional has the resources and experience to help you develop a wealth management strategy that is tailored to your financial journey.
Your financial professional can help you put a plan in place that takes into consideration who you are, what your current financial picture is, and what you may need to feel more secure. Working closely with you, your financial professional can offer the proactive and personal solutions you need to help you manage your financial journey and focus on what you value most, including:
- Investing for your future
- Funding your children's or grandchildren's education
- Planning for and living in retirement
- Insurance to help protect you, your assets, and your family
Our financial professional can work with you to help determine which investments and insurance options are right for you. In addition to an annual portfolio review, we offer reviews at any time upon your request, so that the personalized strategy we create can adapt as your needs change. In many cases, a few simple changes may be all it takes to help you take on life's challenges and reach your financial goals.
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1 To qualify for an HSBC Premier relationship, you need to open an HSBC Premier checking account and maintain $75,000 in combined U.S. personal deposit and investment balances OR recurring direct deposits totaling at least $5,000 from a third party to an HSBC Premier checking account(s) per calendar month OR an HSBC U.S. residential mortgage loan with an original loan amount of at least $500,000. Business owners may use their commercial balances to qualify for personal HSBC Premier relationship. A monthly maintenance fee of $50 will be incurred if one of these requirements is not maintained. Please contact Premier Service Center for information regarding qualifying commercial balances.
2 HSBC refers to HSBC Bank USA, N.A., HSBC Securities (USA) Inc. and HSBC Insurance Agency (USA) Inc. HSBC Bank USA, N.A. provides banking products and services. HSBC Securities (USA) Inc. provides investment products and services and is an affiliate of HSBC Bank USA, N.A. HSBC Insurance Agency (USA) Inc. provides insurance products and services and is a wholly owned subsidiary of HSBC Bank USA, N.A.
3 Financial professional refers to Financial Consultants (FCs), Investment Counselors (ICs), and High Net Worth Relationship Managers (HNWRMs). FCs, ICs, and HNWRMs focus on a full suite of High Net Worth, Jade, Premier and Advance products and services. Both offer bank products through HSBC Bank (USA) N.A., investments and certain insurance products, including annuities, are offered through HSBC Securities (USA) Inc. and traditional insurance products are offered through HSBC Insurance Agency (USA) Inc.
Investment, annuities, and variable life insurance products are offered by HSBC Securities (USA) Inc. (HSI), member NYSE/FINRA/SIPC. In California, HSI conducts insurance business as HSBC Securities Insurance Services. License #: OE67746. HSI is an affiliate of HSBC Bank USA, N.A. Whole life, universal life, term life, and other types of insurance are offered by HSBC Insurance Agency (USA) Inc., a wholly owned subsidiary of HSBC Bank USA, N.A. Products and services may vary by state and are not available in all states. California license #: OD36843.
Investments, Annuity and Insurance Products:
|ARE NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK OR ANY OF ITS AFFILIATES
||ARE NOT FDIC INSURED
||ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
||ARE NOT GUARANTEED BY THE BANK OR ANY OF ITS AFFILIATES
||MAY LOSE VALUE
All decisions regarding the tax implications of your investment(s) should be made in consultation with your independent tax advisor.
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Deposit products are offered in the U.S. by HSBC Bank USA, N.A. Member FDIC.
Mortgage and home equity products are offered in the U.S. by HSBC Bank USA, N.A. and are only available for property located in the U.S. Subject to credit approval. Borrowers must meet program qualifications. Programs are subject to change. Geographic and other restrictions may apply. Discounts can be canceled or are subject to change at any time and cannot be combined with any other offer or discount.