INVESTMENTS
Germantown Trust & Investment Services
At Germantown Trust & Investment Services we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.
Through our partnership with UVEST Financial Services, our clients have access to a wide array of financial and wealth management solutions, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. UVEST is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and an FINRA member firm..
To learn more about these and other investment solutions, contact your local Germantown Trust & Savings Bank branch or our financial consultant Curt Zurliene at (618) 523-4202.
Products & Services
Stocks & Bonds
Tax Advantaged Investments
Mutual Funds
Annuities
Insurance Products
Trust AccountsIndividual Retirement Accounts
Business Retirement Plans
Retirement Planning
Education Planning & 529 Plans
Professional Asset Management
Financial & Estate PlanningSecurities are offered by and financial consultants are registered with UVEST Financial Services Member FINRA / SIPC. UVEST Financial Services and Germantown Trust & Investment Services are independent entities.
Not FDIC Insured Not Bank Guaranteed May Lose Value Not Guaranteed by any Government Agency Not a Bank Deposit