First Community Trust
Wealth Management Services
River Valley Credit Union partners with First Community Trust (FCT) to offer investment, financial planning, estate planning, and trust services. Through this partnership, we are able to expand our wealth management services to you, our members, including benefits such as:
- Investment Management
- 401(k) and IRA Rollovers
- Financial Planning
- Retirement Planning Consultation
- Estate Planning
Complete this form to connect with your FCT Wealth Advisor and Trust Officer, Jason Freese, for a no-obligation personal consultation.
About First Community Trust
First Community Trust (FCT) is a nationally chartered trust bank offering investment management, financial planning, and trust services for individual and institutional clients nationwide. FCT’s professionals have more than 450+ years of consistent and collective investment, financial, and trust experience. Founded in 2001, FCT manages over $1 billion in assets, helping individual clients achieve their personal financial, retirement, and estate planning goals and helping institutional clients with their retirement plans and other investment management objectives. FCT provides high-touch customer service by cultivating personalized, long-term partnerships. Financial success and peace of mind are FCT’s top priorities for clients. FCT is an independent fiduciary, and all services are paid for from a single fee based on account size; they do not receive sales or product commissions.
Upcoming Webinar:
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Products offered are not federally insured; are not obligations of the Credit Union; are not guaranteed by the Credit Union or any affiliated entity; involve investment risks, including the possible loss of principal.
