Trust 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:
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.
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John Englin, CFP® ChFC®
Director of Financial Planning and Trust Services
(800) 235-3228 ext. 6744