The Key to a Banking Relationship That Feels Less Taxing.
A more personal approach to banking.
Successful CPAs know that understanding their clients is just as important as understanding the tax code.
At Peapack Private, we take the same approach to private banking, with a dedicated Relationship Manager who understands your financial picture and provides customized solutions tailored to your needs.
Through a single point of contact, we offer personal service and a more connected banking experience.
Customized solutions for your needs.
We offer banking solutions tailored to the needs of accounting firms, including:
You work hard to help your clients keep more of what they have earned. You deserve a private banking relationship that does the same for you.
Connect with a Relationship Manager
* Please carefully read the Peapack Private Insured Liquidity Sweep program (“program”) Terms and Conditions before depositing any money into the program and for other important customer disclosures of information. The program itself, is NOT an FDIC-insured product. Rather, under the program, your funds are deposited into deposit accounts at participating banks or other financial institutions which are insured by the Federal Deposit Insurance Corporation (FDIC) for up to the current standard maximum deposit insurance amount (SMDIA) of $250,000 per eligible depositor, per receiving bank or institution, for each ownership capacity or category, including any other balances the depositor may hold directly or through other intermediaries, including broker-dealers. Please contact us to confirm the receiving institutions at which your deposits are held at any given time. If you hold any funds at a receiving bank or institution outside the program, when combined with your deposits held at that institution through the program, the total amount of your deposits at that receiving institution could exceed the SMDIA for an ownership capacity or category, and those excess funds will not be FDIC insured. The total amount of FDIC insurance available on your deposits under the program depends on the number of receiving institutions in the program. If the amount of your deposits in the program is greater than the maximum FDIC insurance coverage under the program, any excess funds will not be insured. To assure your FDIC coverage, please regularly review banks in which your funds have been deposited and notify us immediately if you do not want to allocate funds to a particular bank or banks. If you so exclude a bank from the program, the maximum level of FDIC insurance coverage available under the program may decrease. Please contact us for the maximum amount of FDIC insurance currently available on your deposits under the program.