Put Your Trust In Your Credit Union
Asset protection and preservation ... providing financial security and peace of mind for yourself and your loved ones. MEMBERS™ Trust Company* will work with you to achieve your goals.
That's why Carolinas Telco Federal Credit Union has partnered with MEMBERS Trust Company to bring personalized trust and estate planning services to our members. For more than 15 years, MEMBERS Trust Company has been assisting credit union members with services like:
Our Trust Liaison Officer is here to personally assist you. In many cases, your plan may call for an experienced professional corporate fiduciary to act as the trustee of a trust to meet specific personal financial goals. In other cases, you may want guidance on estate planning and financial planning.
*Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency.
Contact Us For More Information
For more information, contact Joe Jaspers, CFP®*, the Carolinas Telco Capital Advisors Representative serving Carolinas Telco Federal Credit Union for a no cost, no obligation consultation. We have the tools and experience to help you design and implement the plan that is right for you. Contact us at our Financial Services Center located at the Sharon Road West Branch:
Form Number: FR-1664668.1-1216-0119
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