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Five reasons to take advantage of our living trust service

July 31, 2018

1. Reliability. We understand the special responsibilities of a trustee. All trust funds in our care are safeguarded by both internal and external audits.

2. Experience. Trusteeship is our business.

3. Responsiveness. Financially successful individuals and their families expect personal attention and responsive service. We deliver.

4. Objective investment guidance. Unlike investment advisors who are compensated mainly by sales commissions, we earn our reasonable trustee’s fee by providing our trust clients with unbiased, personalized guidance.

5. Convenience. From bill-paying to retirement planning, we can provide or obtain just about any convenience or special service that our trust clients desire.

© 2018 M.A.Co. All rights reserved.

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Disclosures

Securities and insurance products are offered by Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered by Cetera Investment Advisers LLC. Neither firm is affiliated with Centier Bank where investment services are offered. Advisory services may only be offered by Investment Adviser Representatives.

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Securities and insurance products offered by Cetera Investment Services are: *Not FDIC insured * May go down in value * Not financial institution guaranteed * Not insured by any federal government agency * Not deposit products.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.

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