Investment Management and Trust Services
Why should I choose a corporate trustee? Do I need a trust? How do I make sure I have enough money set aside to enjoy retirement? Who will take care of my disabled child once I am gone? How do I manage my investments? Should I have a will? Have you ever asked yourself any of these questions? If so, let our team help you find your answers.
Since 1925 our trust department’s main objective has been to understand each individual customer’s specific financial goals. Our local presence has helped us develop an appreciation of our neighbors’ needs. We are always approachable, responsive and committed to keeping your best interest at the heart of every decision we make.
So whether you are seeking help in setting up a qualified retirement plan, rolling over an IRA account, setting up a trust or creating just the right estate plan, we have a solution that can help you achieve your goals!
For general information please contact us at (731) 287-4247 or e-mail email@example.com.
Portfolio Account Link
Newsletter PDF Link
NOT FDIC INSURED