Wealth Management Services

MEMBERS1st partners with First Community Trust (FCT) to offer Trust and Investment Services. Through this new partnership, we are able to expand our wealth management services to you, our members, including benefits such as:

  • Investment Management
  • 401k, IRA Rollovers
  • Living/Revocable Trusts
  • Retirement Planning Consultation
  • Estate Planning Consultation
  • Estate Administration
  • Estate and Retirement Planning Webinars

FCT is a nationally chartered trust company offering trust, investment, and retirement services, primarily through credit unions. Founded in 2001, their sole objective is to help clients achieve their personal financial and estate planning goals and objectives.

Image of Trust Officer Jason
Jason Freese, Trust Officer 515.956.3030 Jason.Freese@fctrust.com

Products offered are not federally insured; are not obligations of MEMBERS1st Community Credit Union; are not guaranteed by the Credit Union or any affiliated entity; involve investment risks; including the possible loss of principal.

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