Services
Managing money in the 21st century is no easy task. Everyone has a lot of questions, and we have people with the right answers.
The Trust Company has the expertise and systems in place to help you get the most out of your money. Whether you’re an individual, family, business, or nonprofit, we offer tailor-made services to meet your particular situation. You will benefit from our depth of experience, no matter which of our branch offices your advisor calls home.
Please learn more about our services and then give us a call so we can talk through the options and find the best fit for you.
For Individuals & Families
No matter where you are in your financial journey, we can help you reach your goals. We offer financial planning, estate planning, retirement planning and trust services.
For Businesses & Nonprofits
Our financial advisors are seasoned experts in investment management for your business, and retirement plan services for your employees. And if you’re engaged in nonprofit work, let us support your organization’s goals with endowment and foundation management services.
