Wealth Management Services
We are pleased to announce a new partnership with First Community Trust (FCT) to offer Trust and Investment Services. Through this new partnership, we are able to expand our wealth management services to you, our members, including benefits such as:
Investment Management
401k, IRA Rollovers
Living/Revocable Trusts
Retirement Planning Consultation
Estate Planning Consultation
Estate Administration
Estate and Retirement Planning Webinars
Meet your Trust Officer!
The products offered by First Community Trust: are not federally insured; are not obligations of Serve Credit Union; are not guaranteed by Serve Credit Union, involve investment risks, including the possible loss of principal; and if applicable, are being offered by an employee who services both functions of accepting members’ deposits and the selling of non-deposit investment products.
To speak with a Trust Officer, please call 515.452.0294.