Family Trust Investment services team

Family Trust Investment Services

Plan your financial dreams

Investment Services

How far can your money take you? Our investment team will help you find the answer. Maybe you aim to increase your financial stability in retirement, or send your children to college. We have the expertise to help you pursue your goals.

Since Family Trust Investment Services is owned and managed by Family Trust, you can be sure you will receive the same service you expect from the credit union. Before making any recommendations, our team will get to know you, your goals, and your risk tolerance. Then, they’ll explain your options and create a plan according to your preferences.

Whether you’re inclined to dance along the edge or play it safe, we’ll help you feel confident in your investment decisions.