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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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.
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.
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