Trust Services/Wealth Mgmt

 

We are pleased to inform you that Tremont Credit Union has partnered with MEMBERS Trust Company, an independent trust organization, to offer our members trust and wealth management services and comprehensive estate planning.

Who They Are          Trust Services        
 
Contact our Trust Officer-Timothy G. Madigan
 

MEMBERS Trust Company, an organization owned by and for credit unions, has a similar mission and service philosophy toward members as we do.  They are committed to doing what is in our member's best interest and committed to seek continuous improvement both in the value of the financial products the provide and in the quality of service to members. 

The use of trusts is becoming more important to a greater number of individuals and their families as their life situations change.  The experienced team of trust, estate planning and investment management professionals at MEMBERS Trust can provide the personal attention, knowledgeable service and affordable options to assist our members in developing plans that meet their objectives. 

Our Trust Officer, Timothy G. Madigan, is available to personally assist you.  Tim is qualified to discuss your financial needs and estate planning objectives and advise you on the most comprehensive solutions to meet those objectives.  Tim received his law degree from Boston College Law School and practiced law in Massachusetts of 17 years.  He has been a trust and investment professional for 10 years and is a Certified Financial Planner.  With his knowledge, experience and integrity and backed by the formidable resources of the national trust company, Tim and his staff can be counted on to provide valuable strategic advice and dependable service to all of our members.  

If you are interested in developing a long-term plan for the financial protection for you family, please contact Tim at 781-994-3361 (toll free 866-434-1909) or via email at 
tim.madigan@memberstrust.com.  


Non-deposit investment products available through MEMBERS Trust Company are not deposits of or guaranteed by the trust company, a credit union, or credit union affiliate, are not insured or guaranteed by the NCUA, FDIC or any other governmental agency, and are subject to investment risks, including possible loss of the principal invested.  MEMBERS Trust Company is a Federal Thrift Chartered by the Office of Thrift Supervision. 

 

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