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Fiduciary Services

Fiduciary Services

We can serve in various capacities such as trustee, co-trustee, personal representative, executor, and attorney in fact.

Financial Planning

Financial Planning

Our CERTIFIED FINANCIAL PLANNERTM professionals and other team members carefully review estate plans, investment plans, and cash flow needs to create a comprehensive plan for our clients.

Retirement Plan Services

Retirement Plan Services

Our team can provide options for tax deferral and asset accumulation.

Investment Management

Investment Management

Investment management covers a broad range of services, including the construction of a customized investment plan and portfolio.

Institutional Services

Institutional Services

We have a broad range of services for our institutional clients including endowment management, qualified plan management and administration, separate account management, escrow and custodial services.

SECOND OPINION SERVICE
SOS

Your financial goals are unique.

The path you take to achieve those goals should be unique as well. Let Central Trust Company help you ensure that the path you choose is right for you.

Learn more about our no-obligation Second Opinion Service.

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