Trust Services

 Client Access

Trust Management Services

  • Trust Administration
  • Act as Trustee
  • Conservator
  • Act as guardian or conservator for minor children or incompetent adults
  • Personal Representative
  • Settle Decedent’s Estates

Investment Management Services

  • Serve as Custodian and Investment Manager

Qualified Retirement Management Services

  • Employee Benefit Plans
  • IRA
  • Retirement Account Rollovers

Wealth Management Services

  • We provide high net worth individuals with investment management and financial planning options.

Contact a Trust & Wealth Professional

Not FDIC Insured • No Bank Guarantee • May Lose Value.
Not a deposit. Not insured by any Federal government agency.
 

Main Office: 83 W. Nepessing St. • P.O. Box 250 Lapeer, MI 48446