First Bank’s Wealth Management & Trust Services Team offers a personalized and confidential approach to helping our customers achieve their financial objectives. We accomplish this by providing trusted advice in the areas of estate planning, personal trust, investment management and financial planning.
We offer a full range of trust products and services designed to meet the needs of our customers. These products and services include:
- Estate Planning and Settlement Services
- Investment Management Services
- Managed or Self-Directed IRA’s
- Conservatorships
- Trust Administration Services
- Health Savings Investment Accounts
First Bank is experienced in the administration of many different types of trusts, including:
- Living Trusts
- Trusts Under Will
- Charitable Trusts
- Irrevocable Life Insurance Trusts
- Trusts for children
- Special Needs Trust
The most important step in a successful estate plan is to work with professionals who truly care about you and your family. When you choose First Bank for your Trust and Investment needs, you will receive trusted advice and personalized, confidential service.
However, the most important benefit of working with First Bank Wealth Management & Trust Services is having the peace of mind knowing that we are here to serve your trust, estate and investment needs now and for years to come.