Financial Planning
from Trustco Bank

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Trustco Bank analyzes and guide customers in reaching their financial goals. Financial planning assistance is an integral part of the banks emphasis on helping families derive all possible benefit from their financial resources, now and through the years to come. The banks comprehensive approach to the management of customers wealth requires the banks professionals to work in close consultation with the customers attorney and other advisors. The bank helps customers with financial preparations for retirement, investment portfolios, estate planning measures and potential reduction of federal estate taxes, amongst many other services. Products offered by the bank are non-deposit investment products that are not FDIC Insured, with no bank guarantee and may lose value.

Financial Planning Reviews

3.0
Staff
Paul said:
Aug 8, 2008 5:01 pm

I only have second hand knowledge of TrustCo Bank and their financial planning services but I understand that they are pretty good. My friend who always tries to sell me on this services says that he likes their formulas for figuring out your risk tolerance. I am interested to know if anyone else agrees...

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Have a Questionabout Financial Planning Services?

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Michael answered nrek123's question:

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nrek123 asked:

529 or IRA ?

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Michael answered:

Wow, I feel like I've already missed the train on a great thread here! I t...

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