Wealth Management Services

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We are pleased to announce a new partnership with First Community Trust (FCT) to offer Trust and Investment Services. Through this new partnership, we are able to expand our wealth management services to you, our members, including benefits such as:
  • Investment Management
  • 401k, IRA Rollovers
  • Living/Revocable Trusts
  • Retirement Planning Consultation
  • Estate Planning Consultation
  • Estate Administration
  • Estate and Retirement Planning Webinars
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Meet your Trust Officer!
with First Community Trust and Serve Credit Union
The products offered by First Community Trust: are not federally insured; are not obligations of Serve Credit Union; are not guaranteed by Serve Credit Union, involve investment risks, including the possible loss of principal; and if applicable, are being offered by an employee who services both functions of accepting members’ deposits and the selling of non-deposit investment products.

To speak with a Trust Officer, please call 515.452.0294.