Trust Services

Experience

Ascentra Credit Union offers members and businesses the ability to obtain trust and managed investment services through a partnership with First Community Trust.

The professionals at FCT have years of experience in trust, retirement, and investment services and can provide expert guidance on the following services:

 

  • Investment management accounts (for individuals and businesses)
  • Trust administration
  • Estate administration
  • IRA/401(k) rollovers
  • 401(k)/pension/profit sharing plans
  • Retirement planning
  • Investment management for non-profits
  • Estate planning/will review (Revocable living trusts/testamentary trusts/trusts under wills)


For a personal consultation with no cost or obligation, contact First Community Trust Officer, Sharlene Kline at 563-258-7222.


Ascentra Home Office

Expert Guidance

First Community Trust offers free quarterly seminars to our members. Visit our Events page for all upcoming seminars. This is what people have said after attending:


I saw the invitation to the First Community Trust seminar and at first was a little hesitant to come, I didn’t want to be 'sold' anything. But I am very glad that I went, I found it very educational and learned a lot.

- Marissa

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