Personal

Trust Services and Estate Planning

Trust services are available at Veridian through a partnership with MEMBERS Trust Company (MTC).

Take advantage of sophisticated investment options tailored to a program designed for your individual needs. Veridian Investment & Trust Services offers trust services to cover a wide range of asset management and trust administration topics, including:

Estate administration
Testamentary trusts
Revocable trusts
Conservatorships

No-cost consultation

For complete details, we invite you to schedule a no-cost, no-obligation consultation by contacting John Englin at (319) 236-6744 or (800) 235-3228 ext. 6744.

Check the background of this investment professional on FINRA's BrokerCheck.

John Englin, CFP® ChFC®
Director of Financial Planning and Trust Services

(319) 236-6744
(800) 235-3228 ext. 6744

 

The Veridian Investment & Trust Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

*Veridian Investment & Trust Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-2929127.1-0120-0222

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