ASSURED
Personalized and Experienced
TRUST AND WEALTH MANAGEMENT
At First State Bank, we know it’s never too early to start saving for your future.
We also realize that today’s investment world has grown complex with more options available than ever before. Each person’s financial goals and objectives are different, and no one investment plan works for everyone.
We believe in long-term relationships with our clients, and have come to understand that time builds trust. Our willingness to put your needs first means you can rest assured that your financial future is our first priority. With a variety of options at our disposal, we will work with you so you can reach your financial goals. We have served generations of families and businesses to protect, manage and grow their assets.
What we do as your Fiduciary
Vigilant
We enforce the terms of the trust based on your intent.
Proficient
We administer your personalized plan in a professional manner.
Experienced
We understand and apply applicable laws and comply with all standards.
Honest
We are impartial to all beneficiaries ensuring a smooth transfer.
Our areas of expertise
Investment Management Services
401(k) Rollover and IRA Investments
Trustee of Revocable Living Trusts
Trustee of Irrevocable Trusts
Guardianships
Estate Settlement
Charitable Trusts
Estate Planning Assistance
Irrevocable Life Insurance Trusts
Additionally,
we offer services that other advisors may not.
A First State Bank Trust or Investment Management Account allows you to hold a variety of investments such as stocks, bonds, mutual funds, Savings Bonds, real estate, insurance policies and limited partnerships in one account for ease of management.
Disclosures
First State Bank does not provide tax or legal advice. Please see your tax advisor or attorney to determine how information contained in this Trust & Investment Management web site may apply to your own situation.
