NOT FDIC INSURED • NO BANK GUARANTEE •
MAY LOSE VALUE
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At First Bank's Trust and Investment Services, our goal is to ensure that our clients receive objective advice and investment management strategies that are focused on their individual needs. We provide a full array of trust and investment services to individuals, families, foundations and businesses. We are dedicated to providing the highest level of service to our clients in trust administration and wealth management. Our trust officers have over 50 years of combined trust and investment management experience and we are the only local trust department that has a Chartered Financial Analyst on staff.
INVESTMENTS
First Bank Trust & Investment counselors will analyze and create an investment combination that best fits your financial strategy. This may include traditional stock offerings, both U.S. and overseas equities, mutual funds, real estate, and bonds. You may also wish to direct us to purchase investments. Together, we will consider your goals and objectives, time horizon, income requirements, beneficiary concerns, tax situation and liquidity constraints – in short, every aspect of your current financial picture and projections for the future.
TRUST & FINANCIAL SERVICES
- Successor Trustee Services
- Investment Management
- Coordination of Estate Tax & Financial Plans
- Custodial Services
- Estate Management & Administration
- Wealth Transfer Planning Coordination
- IRAs and Rollover IRAs
- Retirement Plan Services
- Security Trading
First Bank Trust & Investment Services offers a full range of trust, financial and retirement plan services. We welcome the opportunity to meet with you personally to discuss the advantages of having your account with us.
Not insured by the FDIC. No financial institution guarantee. May lose value. Not a deposit or other obligation of, or guaranteed by, the depository institution. Subject to investment risks, including possible loss of the principal amount invested.
TRUST & INVESTMENT SERVICES
2800 Ludington Street
Escanaba, MI 49829
Phone: (906) 786-3335
Toll Free: 1-877-520-3535
Fax: (906) 786-3395
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