Choosing the right advisor is a critical first step in an investment strategy. It’s important to feel confident in your advisor and trust in their ability to serve you. Our relationship with nationally recognized investment managers provides our clients opportunities that are not available at other organizations. We believe that clarity and communication is vital in our relationship as your trusted advisor. Whether we are assisting you with your investment plan or your estate plan we are “Part of the Family” and will always have your best interest in mind. (more…)Read more about Investment Services
Trust & Estate Services
The Credit Union Trust team of advisors is highly skilled in managing the financial, legal, and tax issues that arise with trust administration and estate settlement. Acting as a corporate trustee requires technical expertise, detailed record keeping, knowledge of ever-changing tax laws, and a sensitivity to your personal situation. Credit Union Trust will ensure your estate is settled in a timely and tax efficient manner and act as trustee for your family today and generations to follow.Read more about Trust & Estate Services
Credit Union Trust Academy
Education is the process of receiving or giving systematic instruction. For a lot of us we attended a school and we were taught by a teacher. Today we are bombarded with information from many sources and it is difficult to differentiate between opinion and fact. The goal of Credit Union Trust is to assist members in their life decisions and make sure they are provided as much information as needed to make them comfortable with their conclusions.