Whether your goal is a comfortable retirement or an Ivy-league education, there is no better time to plan for it than right now. And there is no better place to find the help you need than at Provident Bank.
Our Investment Management and Trust Department can help take the guesswork out of investing and planning so you can be confident that your assets will continue to grow until you need them. From cash management and tax planning for individuals to succession and retirement planning for businesses, we provide a complete array of services designed to increase your assets, secure your future and make the most of whatever opportunity comes your way. |
|
Safeguard your assets
Providing many of the same advantages of professional investment planning services, trusts also incorporate legal directions for long-term asset management to support your dependents, and safeguard your wealth, when you are no longer able to do so.
Our trust and estate planning professionals can show you the best ways to ensure your investments are used the way you intended, now and in the future, including:
- Life insurance trusts
- Minor’s trusts
- Charitable trusts
- Estate plans
- Special needs trusts
- Trust under will
- Credit shelter trusts
- Living trust services
- Quality terminal interest property (QTIPs)
To find out more about our investment products please contact our Customer Care professionals at 845.369.8551.
|
Top of Page |
Get Started