Trust Services & Trusteed IRAs
MEMBERS Trust Company Owned & Managed by America’s Credit Unions
Since 1987, MEMBERS Trust Company has provided professional trust and wealth management services to credit union members. MEMBERS Trust Company and GTE Financial share a common legacy and mission to operate in the best interest of our members. Under the supervision of the Office of Comptroller of the Currency, MEMBERS Trust Company manages close to $2 billion in assets, utilizing a professional investment team whose members hold the Chartered Financial Analyst, CFA designation.
Working together, the professional staff of MEMBERS Trust Company and GTE Financial advisors deliver customized financial solutions to meet your unique needs and circumstances.
- Corporate Trustee for Various Types of Trusts
- Trusteed IRA
- Estate Settlement
- Advance Financial Directives
- Agent for Trustee
- Estate Planning & Attorney Referral
For more than 25 years, and we are confident that for the next 25 years, MEMBERS Trust Company will be available to serve members and their families who need a corporate trustee to manage a trust that may span multiple generations. MEMBERS Trust Company and GTE Financial share a common mission and similar values.
We realize planning one’s estate is a difficult task, but the team approach utilized by your advisor at GTE Financial will give you the peace of mind that a well thought out plan has been put in place for your family and loved ones.