Trust Services Online Portfolio
Start a family. Plan for retirement. Safeguard your assets. Prepare and protect your legacy. Preserve family relationships.
Peace of mind is the most important benefit of professional money management. You've worked hard to build your retirement savings, property and other investments. As you develop and review your financial or estate plan, you gain comfort knowing your assets are in safe hands under experienced management.
Our trust accounts are administered locally by financial services professionals. They're
backed by the necessary knowledge, products and services. More
importantly, they take the time to know you and tailor a plan for your needs, whether it's
tax savings, asset protection, retirement savings or other priorities. We've offered
trust and investment services for more
than 30 years and we're proud to serve your friends and your neighbors.
Kirkwood Bank's Trust Services team is here when
it matters. We provide comprehensive financial
products and services including:
- Revocable Living Trusts
- Irrevocable Trusts
- Charitable Trusts
- Custodial Accounts
- Safekeeping Agency
- Managed Investment Agency
- Farm Management
- Executor/Administrator/Personal Representative Services
- Individual Retirement Accounts
- Employee Benefits Plans
A Kirkwood Bank & Trust professional will listen to your needs and help select the right solution for you and your family. Contact us today for more information.
Trust products and services offered through Kirkwood Bank & Trust are not insured by
FDIC, are not a deposit or other obligation of, or guaranteed by, the depository
institution, and are subject to investment risks including possible
loss of the principal amount invested.