Trust Services

Secure your wealth and preserve your legacy with help from our advisors at Southeast Trust Company.
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at a glance

Preserve Your Financial Legacy

From estate planning to personal and charitable trusts, the advisors at Southeast Trust Company will work with you to fully understand your goals and help you meet them. With many things to consider, their expertise can help you through the process, providing valuable insights from start to finish.
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Trust Administration

Protect your assets and ensure they are properly distributed according to your wishes.

Investments

Build your portfolio with a tailored investment strategy that aligns with your financial goals.

Retirement Planning

Create a strategy to optimize financial resources to ensure a comfortable retirement.

Estate Services

Settle your estate with guidance and support on managing and distributing your assets.
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Client-Driven Quality Service

With an average of 25 years of experience, the Southeast Trust team combines expertise and dedication to help you reach your goals. 

Southeast Trust Company
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Investment and Insurance Products are:

  • Not NCUA Insured
  • Not a Deposit Product
  • May Lose Value
  • No Credit Union / Affiliate Guarantee
  • Not a Condition of Any Credit Union Service
  • No Guarantee of Insurance Underwriter Performance

Trust products are not insured by NCUA or any federal government agency; are not a deposit of or guaranteed by the Credit Union or any Credit Union affiliate; and may lose value.

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