For nearly a century, our culture has been to know and serve our clients. We are locally owned and operated. Being flexible and providing personalized service is who we are. 

 

As such, we offer specialized expertise in the following areas:

  • Trust administration
  • Investment management
  • Estate planning
  • Retirement planning
  • Employer sponsored retirement plan
  • Brokered investments

Our team of professionals is dedicated to serving each client. We are one of the largest independently owned Trust & Investment Services Departments in the area with approximately $3 billion in assets.

 

To find out more on how we can serve you, please contact us at (605) 335-5180 or 800-553-7073.