Credit Union Trust
Credit Union Trust provides professional trust and investment services to help you and your family create, protect, maximize, and preserve your assets. Formed in 2019 by Community Choice and other credit unions, the Credit Union Trust team lives the philosophy of “people helping people,” every day.
Credit Union Trust is here to share information, answer questions, and help you take the next step, whether you are interested in:
- Creating a new trust
- Transferring a trust from another bank
- Understanding more about the value of a professional trustee
- Choosing a professional trustee
- Choosing a personal representative for your will
- Getting started on an estate plan.
Trust Services & Support
Special Needs Trusts
Individual Retirement Accounts
Agent for Fiduciary
Special Asset Management
Coordination with Existing Investment Programs
If you are interested in increased protection and the ability to control your assets, establishing a trust may be the most important financial step you take. Trusts are particularly helpful for:
- Families with special needs
- Blended families
- Individuals worried about incapacity
- Those looking for more control or privacy
- Families concerned about vulnerable parents
Credit Union Trust was created to offer a higher level of personal service, in the credit union spirit, to more individuals and their families. The Credit Union Trust team is here to answer questions and provide resources that can lead you to greater peace of mind. They offer an impressive level of experience, backed by a belief in a different and better way.
Vice President, Senior Trust Specialist
John offers more than 25 years of banking, trust, and wealth management experience. His experience includes implementing and managing the sale of investment and trust products. John holds a Certified Financial Planner (CFP) designation. John is actively involved with numerous community organizations and serves as President of the Oakland School Education Foundation.
Vice President, Trust Officer
Jim has more than 25 years of experience in personal trust administration and probate & estate settlement, working at Michigan financial institutions. Jim is a National Trust School Graduate of University of Chicago and Northwestern University and received his CTFA designation in 2004. He received his B.S. degree from Western Michigan University.
Credit Union Trust does not guarantee investment results in its fiduciary accounts. Where non-deposit investment products are used, such investment products are not insured by the FDIC, are not deposits or other obligations of Credit Union Trust and are not guaranteed by Credit Union Trust, and are subject to investment risks, including possible loss of the principal invested.