Investment Management & TrustProducts & Services

Overview of Products and Services [PDF 375Kb]

 

Financial Planning
Investment Management & Trust is committed to excellence, and with our formal financial planning service, we can guide you on the path to successful wealth management.

Financial Planning Services [PDF 42Kb]

 

Investment Management
With over 110 years of combined experience, our local team of portfolio managers is dedicated to building a lasting relationship with you.

Investment Management Services [PDF 248Kb]

 

Retirement Planning
A team of retirement plan specialists will work to develop a customized retirement plan that meets the needs of employers as well as employees. All of our services are offered in house, so our plan sponsors and their participants will have a dedicated team of local professionals ready to answer questions and help with all of their needs.

Retirement Plan Services [PDF 85Kb]
Consolidation IRA [PDF 77Kb]

 

Trust and Estate Services
Trusts and well-planned estates play an integral role in your financial future. Our professionals are ready to build a strategy from the ground up, provide guidance, or administer a plan that is already in place.

Trust and Estate Services [PDF 235Kb]
 

 

 

Not FDIC Insured