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Trust and Investments

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Trust products are not insured by the FDIC or any federal government agency; are not a deposit or other obligation of, or guaranteed by any bank and are subject to risks including possible loss of principal amount invested.

Trust

A fiduciary relationship is one founded on confidence and trust. Who better to trust with your assets than the financial institution that has maintained a reputation for integrity and outstanding customer service for over 50 years? No matter the situation, you can be confident that First State Bank & Trust Company will work in conjunction with your own attorneys, accountants, investment advisors, etc. to carry out your wishes.

Services:

We are able to:

  • Serve as a trustee/successor trustee in Living Trusts, Testamentary Trusts, Charitable Remainder Trusts or Life Insurance Trusts
  • Act as personal representative in estate settlement
  • Accept appointment as conservator
  • Serve as trustee and advisor for employee benefit plans
  • Act as agent for investment management accounts

     

401K Access

Investments

First State Bank & Trust Co. has contracted with Wealth Partners , formerly Investment Management Group, to provide a wide range of financial services within the First State Bank & Trust Co. building. The staff of the Wealth Partners Company adheres to a conservative investment strategy when managing money for clients. The following are a few of the services provided:

  • College Planning
  • IRA's & Mutual Funds*
  • Retirement Planning
  • Investment Advice*
  • Estate Planning
  • Tax-advantaged investments*
  • Long-term care planning
  • Stocks, Bonds & Variable Annuities*
     
Wealth Partners

*Securities and advisory services offered through SII Investments, Inc.  Member FINRA/SIPC and a Registered Investment Advisor and are * not insured by the FDIC or any federal government agency; *not a deposit or other obligation of, or guaranteed by any bank; *subject to risks including possible loss of principal amount invested. Wealth Partners   and SII Investments, Inc. are separate and unrelated companies.

 

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