Trust / Investment Services

TRUST SERVICES:

Personal Trust AccountsEmployee Benefit Accounts
Bond Paying AccountsLiving Trust Accounts
Estate SettlementsInvestment Accounts
Individual Retirement AccountsHealth Savings Accounts

A trust is a custom legal agreement you create so, we, as trustee can hold and manage the property you place in trust. We care for the property strictly for your benefit and/or the benefit of another person or persons you choose - the beneficiaries. We follow your guidelines for managing the property.

Note: Investments that are not bank deposits such as stocks, bonds, mutual funds, money market funds, annuities, and treasury securities, etc. are not FDIC insured, not guaranteed by the financial institution, and are subject to risk and may lose value.

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