Does BB&T Bank offer investment services or financial planning?

Asked 5 months ago
BB&T Bank, now known as Truist Bank, does indeed offer a range of investment services and financial planning options for its customers. Through its investment division, Truist Securities, customers can access various investment products, including stocks, bonds, mutual funds, and exchange-traded funds. These services are designed to help individuals and businesses manage their investment portfolios according to their financial goals and risk tolerances. Additionally, Truist Bank provides financial planning services that cover a wide array of topics such as retirement planning, estate planning, and college savings. Certified financial planners at Truist work with clients to create personalized financial plans that address individual needs and objectives. This process often includes a thorough assessment of a client’s current financial situation, future goals, and the development of strategies to achieve those goals. It is important for prospective customers to review the specific investment and financial planning services offered by Truist on their official website. There, one can find detailed information, including resources for connecting with financial advisors and learning more about investment opportunities. This can provide valuable insights for individuals considering utilizing investment and planning services from BB&T Bank.
Christian Allen is the editor / author responsible for this content.
Answered Jul 9, 2025

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