That's why Palmetto Citizens Federal Credit Union has partnered with MEMBERS Trust Company to bring personalized trust and estate planning services to our members. For more than 15 years, MEMBERS Trust Company has been assisting credit union members with services like:
 Tax Savings Strategies
Estate Settlement
Asset Management Services
Revocable Living Trusts
Charitable Giving
Life Insurance Trusts
Our Trust Liaison Officer is here
to personally assist you. In many cases, your plan may call for an experienced professional corporate fiduciary to act as the trustee of a trust to meet specific personal financial goals. In other cases, you may want guidance on estate planning and financial
planning.
Whatever your needs, the staff of
MEMBERS Trust Company
will work with you to implement a plan that's right for your own individual situation. Knowing you have a plan and an unbiased third party managing it provides peace of mind for you and those you love.
|
|
|
|
Owned by credit
unions
and CUNA Mutual Insurance Society, MEMBERS Trust Company is managed by and for credit unions to meet the trust and investment needs of members.
Trust services available through MEMBERS Trust Company, 14025 Riveredge Dr. Suite 280, Tampa, FL 33637.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the credit union.
|
|
|
©1997-2010 CUNA Mutual Group.
|
|
