We're here to help you with the important job of planning and providing for the future. With the resources and expertise of northern Michigan's largest independent trust department, we can help you provide for retirement income, save for your child's college education, establish a specific income level now or in the future, and plan for the efficient handling of your estate upon your death.
Our experienced trust professionals will work with you on such things as estate planning, establishing trusts, managing your investments, retirement planning, and other areas. Investment & Trust Services clients enjoy free online access to TrustWeb providing accurate and secure account information, complete reports, data downloads, and more 24 hours a day.
To determine your needs, we usually begin with an informal meeting at no cost or obligation to you. If you would like to make an appointment to meet with a trust officer or get further information on our Investment & Trust Services, please call Jim Sanford at (231) 882-4462 or email firstname.lastname@example.org.