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Trust & Investment Accounts

Trust & Investment Account Employer Sponsored Plan

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Retirement Plan Services

Superior retirment plan services that you can trust.

For over 50 years, we've provided high-quality investment management and trust services to individuals and corporations. Our retirement plans offer superior communication packages and quality investment options with our state-of-the-art technology.

The Trust & Investment Group retirement plans deliver:

• Person-to-person and dedicated client services
• High quality and diversified investment options
• Effective employee education programs
• Superior participant recordkeeping services
• A full range of administrative services including prototype plans, testing and compliance and tax reporting
• Ease of installation
• 24-hour voice response information system
• Participant and plan sponsor access to accounts via the Internet
• Corporate Trustee
• Investment Management

Contact us today to find out more.