Wealth Management & Trust Services

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CLOSED NOW

Today: 8:00 am - 5:00 pm

Tomorrow: Closed

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General Info: The Wealth Management & Trust Department was established in the 1950s to meet the growing needs of our customers looking to establish accounts to protect themselves from taxes and probate. We were able to successfully open and grow our clients’ accounts to ensure that their generational wealth was protected and cared for. We're here to help guide you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We have been able to assist in establishing special needs trusts, revocable trusts, irrevocable trusts, and endowment trusts for businesses and individuals wanting to protect their assets for generations to come.
Email: Email Business
Extra Phones: Fax: (936) 715-4213
Services/Products: Educational planning (529's/UGMA/UTMA) Irrevocable Living Trusts Life Insurance Retirement planning (IRA'S/Pensions/401k's/403b's) Revocable Living Trusts
Other Link: website
Category: Insurance