Latest News / Five reasons to take advantage of our living trust service
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.
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Located at: 600 E 84th Avenue Merrillville, IN 46410
Phone: (844) 755-6600
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
These products and services are being offered through Cetera Investment Services LLC or its affiliates, which are separate entities from, and not affiliates of, Centier Bank or Centier Investments. Securities and insurance products offered by Cetera Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
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