: Includes charitable trusts, insurance trusts, and land trusts, often working in tandem with a client’s attorney.
: Specialized support for business owners to manage large-scale investment strategies. Key Locations & Access first united trusts
: A flagship account where assets are diversified and quarterly adjustments are made by portfolio managers to hit long-term goals. : Includes charitable trusts, insurance trusts, and land
: Offers administration for 401(k) plans , Simple IRAs, and profit-sharing plans for both individuals and businesses. : Includes charitable trusts
: The bank can be named as a Personal Representative or Executor to oversee the distribution of an estate.
Beyond standard trusts, First United provides comprehensive financial planning through its wealth management arm.