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Investment Management &
Trust Services
Department |
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Front Row:
Pam Allen, Steve Albers,
John Reinke, Greg Salmen,
Karen Kolstad
Middle Row: Mike Sbonik,
Cari McPheeters-Brown, Dave Denby,
Paul Aftanas, Jeff
Bauman, Karen Fehrenbach,
Sam Hofer
Back Row: Jerie Costello, Kelly Rusch, Jeanie
Danielak, Kadie Truitt,
Maria Berlin, Mindy
Brezsko |
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Why You Need Trust Services |
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Do I need
professional asset management? Do I need a
will? Do I need a living trust? Why
is estate planning so important? How do I manage my investments?
These
are just a few questions that you should consider as you plan for the future.
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Since
1973, our Trust Department has provided personalized trust and estate planning services to our communities. Our
customers know that we provide them with far more than good investment yields
and competent estate administration. We
provide our customers with personal attention designed to give them peace of
mind. |
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You can trust us to provide the
following services: |
| Investment
Management Accounts |
| Personal
Trust Services |
| Estate
and Retirement Planning |
| Estate
Administration and Probate Services |
| Corporate
Retirement Plans & Pensions |
| Tax
Planning & Financial Planning Services |
| Medicare
Filing and Bill Paying Services |
| Guardianship
or Conservatorship Accounts |
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The Trust Department maintains a fully staffed
administrative office in the Marinette main office. This provides
convenient access to our customers throughout Northeast Wisconsin and the Upper
Peninsula of Michigan.
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Contact
us.
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Click on the 2012 Tax Planning Guide
for more information. |
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