TRUST AND INVESTMENT SERVICES

The Trust and Investment Division of Texas Bank and Trust is one of the premier centers for trust services in the East Texas region. We attribute this success to the fact that our customers continue to place their confidence in us, our trust officers offer a wealth of knowledge and experience, and our bank enjoys the flexibility and innovation of local ownership.

Our Trust and Investment customers receive individualized attention; we address their specific needs and concerns and tailor plans that will achieve their objectives and maximize their resources. We then provide ongoing assistance to maintain the plan in light of evolving personal circumstances and changing tax laws. At all times, our responsibility is to act in the best interests of our customers.

 

Our trust and investment services include:

  • Personal Trust Administration
  • Estate Administration
  • Investment Management
  • Custody and Safekeeping Services
  • Individual Retirement Account (IRA) Rollovers
  • Retirement and Employee Benefit Plans

For information about our investment advisor—
WRIGHTS INVESTORS’ SERVICE—visit
www.wisi.com

VISIT OUR ONLINE LIBRARY!
The articles in our Wealth Management Resources library will provide you with current information on topics including Growing Your Wealth, Preserving Your Wealth, Retirement Planning, and Wealth Transfer. The library is updated quarterly, so be sure to check back with us. Feel free to call if you have questions or if you want to discuss any of the topics and how they may apply to your individual circumstances. 903.237.5538

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