Are you considering a Trust? Do you have questions about Will or Estate Planning?
We have the expertise you need to navigate these important and complex issues. If you’re interested in learning more about Revocable and Irrevocable Trusts, Special Needs Trusts and Custodial Accounts, IRAs and Charitable Trusts or Fiduciary Services, please contact us at 877-730-6109 or contact us to schedule an appointment and receive personalized solutions that are customized to you and your needs.
Team One Credit Union is proud to be a founding partner of Credit Union Trust
Credit Union Trust was organized by credit unions to serve the needs of credit union members and to assist members in the creation, protection, and preserving of wealth for themselves and their heirs.
What we do
Credit Union Trust provides trust and investment management related services primarily to credit union members. While credit unions routinely provide a range of wealth management services for members, they are by law unable to directly provide fiduciary and trust administration services. Credit Union Trust now provides these services to members and the public. Credit Union Trust also offers investment management solutions for foundations, not-for-profit entities and community-based entities. Credit Union Trust investment, fiduciary and trust services include:
Credit Union Trust does not guarantee investment results in its fiduciary accounts. Where non-deposit investment products are used, such investment products are not insured by the FDIC, are not deposits or other obligations of Credit Union Trust and are not guaranteed by Credit Union Trust, and are subject to investment risks, including possible loss of the principal invested.