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Discover Premier Services

BMO Harris Premier Services

BMO Harris Premier Services


As a Premier Services customer, you get the perspective, service and insight that brings confidence to your financial journey, knowing how your finances are going to help you achieve your goals.

With experienced guidance behind you, you’ll enjoy the clarity and control to make that journey confidently. It all begins with a Financial Roadmap, connect with a Premier Banker today.

Meet with a Premier Banker



Financial Perspective

Discover insights here to help you make more informed decisions and approach your financial life with more confidence.

Discover Premier Services

You’ve reached a certain level of success requiring a higher standard of financial attention and guidance.
As a Premier Services customer, you’ll gain the perspective you need to make decisions and be prepared for the future.

Here's how it works:

  • We help you create the right roadmap to define and help achieve your financial goals.

  • You work with experienced professionals who are dedicated to you.

  • You receive exclusive benefits that recognize and reward you for what you have achieved.



Building your Financial Roadmap

As a Premier Services customer, you get experienced professionals combined with the products and services to build a plan for your financial future and put it into action.

Banking Investments Table
Banking Investments
Checking Financial Planning
Savings Advisory
Credit Insurance
Mortgage Brokerage
Home Equity



Your financial picture deserves a sharper focus.
See how we can take you further.
Meet with a Premier Banker
Let us contact you
Your financial picture deserves a sharper focus.
See how we can take you further.
Meet with a Premier Banker Let us contact you

Exclusively For You


My Financial Roadmap

Your roadmap starts with an in-depth perspective on your goals, objectives and dreams, as well as your challenges and opportunities.

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Financial Plan1

A Financial Plan can help guide your short- and long-term financial decisions and provide the confidence to take action toward the future you envision.

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Exclusive Benefits

Enjoy access to a full suite of products and services chosen to maximize the value you receive from us by enhancing your financial flexibility.

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Helping you enjoy your financial journey.

It all begins with a simple, concise tool we call My Financial Roadmap. Your Premier Services professionals work with you to review key financial objectives and goals, factoring in any plans you currently have in place.

A Financial Plan that gives the future focus.

Your dedicated Premier Services professionals work with you to build your Financial Plan and put your plan in motion by:

The steps to your financial plan

Title: The steps to your Financial Plan

Step 1: Understanding your core values and objectives

Step 2: Providing solutions to help meet your unique goals, plans and dreams you hope to achieve

Step 3: Monitoring and adjusting your Financial Plan to align with changes in your life

Step 4: Utilizing tools, strategies and risk tolerance to put your Financial Plan to work

Return to step 1


1 The implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges or expenses

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Exclusive Benefits

You receive exclusive benefits that recognize and reward you for what you have achieved.

Products and services
Products and services include BMO Harris premiere banking, lending and investment solutions


Learn more about Premier Services exclusive benefits - PDF (392KB)

Exclusively For You

Helping you enjoy your financial journey.

It all begins with a simple, concise tool we call My Financial Roadmap. Your Premier Services professionals work with you to review key financial objectives and goals, factoring in any plans you currently have in place.

A Financial Plan that gives the future focus.

Your dedicated Premier Services professionals work with you to build your Financial Plan and put your plan in motion by:

the steps to your financial plan

  • Understanding your core values and objectives.

  • Providing solutions to help meet your unique goals, plans and dreams you hope to achieve.

  • Utilizing tools, strategies and risk tolerance to put your Financial Plan to work.

  • Monitoring and adjusting your Financial Plan to align with changes in your life.

1 The implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges or expenses

You receive exclusive benefits that recognize and reward you for what you have achieved.

bmo harris premier banking, lending and investment solutions

Learn more about Premier Services exclusive benefits - PDF (392KB)




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Banking products and services are subject to bank and credit approval. BMO Harris Bank N.A. Member FDIC.

Notice to Customers

To help the government fight the funding of terrorism and money laundering activities, federal law (USA Patriot Act (Title III of Pub. L. 107 56 signed into law October 26, 2001)) requires all financial organizations to obtain, verify and record information that identifies each person who opens an account. When you open an account, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may also ask you to provide a copy of your driver's license or other identifying documents. For each business or entity that opens an account, we will ask for your name, address and other information that will allow us to identify the entity. We may also ask you to provide a copy of your certificate of incorporation (or similar document) or other identifying documents. The information you provide in this form may be used to perform a credit check and verify your identity by using internal sources and third party vendors. If the requested information is not provided within 30 calendar days, the account will be subject to closure.

Third party web sites may have privacy and security policies different from BMO Harris. Links to other web sites do not imply the endorsement or approval of such web sites. Please review the privacy and security policies of web sites reached through links from BMO Harris web sites.

BMO Harris Premier Services represents a combined service approach of BMO Harris Financial Advisors and BMO Harris Bank, each a part of BMO Financial Group.

Securities, investment advisory services and insurance products are offered through BMO Harris Financial Advisors, Inc. Member FINRA / SIPC . SEC-registered investment adviser. BMO Harris Financial Advisors, Inc. and BMO Harris Bank N.A. are affiliated companies. Securities and insurance products offered are: not fdic insured – not bank guaranteed – not a deposit – may lose value.

This information is not intended to be tax or legal advice. This information cannot be used by any taxpayer for the purpose of avoiding tax penalties that may be imposed on the taxpayer. This information is being used to support the promotion or marketing of the planning strategies discussed herein. BMO Harris Bank N.A. and its affiliates do not provide legal or tax advice to clients. You should review your particular circumstances with your independent legal and tax advisors.