-0.06 $8.22Trust Services
How important is it to you to do business at a place where trusted and experienced professionals can handle ALL of your financial needs in one convenient stop?
Macatawa Bank Personal Trust is the silent family member that takes ownership of your financial dreams. We recognize that financial planning, investment management, and estate planning are private issues that need to be handled by people you know and trust locally. Our experienced Trust Administrators will work closely with your attorneys, accountants, and other advisors to create a seamless financial team. The personal touch provided by our staff is complimented by cutting edge technology that provides you, the client, peace of mind. For all of our investment management clients, we guarantee a review of your unique investment objectives at every performance review, or we will provide you with a free Wealthcare Management Financial Plan or plan update.
Financial Planning – Developing a “road map” that shows your current financial situation, identifies financial goals, and suggests ways of achieving those goals.
Investment Management Services – Delivering you personalized investment portfolios with professional management, diversification, flexibility, and tax planning.
Trust and Estate Administration – Experienced and responsive administration to protect and transfer your assets to the next generation.
Custodial Services – Allowing you to handle your own investment decisions but relieving you from the burden of collecting income, keeping records, and reporting tax information.
Call or email one of us today. We will be glad to make a no obligation appointment to further explain our services.
John Dice - VP |
Beth Post - VP Manager - Holland |
Brian Downs - SVP, CFP® Manager - Grand Rapids |
Tom Roberts - VP |
Timothy DuMez - AVP |
Tania DeVries, J.D.- VP |
Nancy Iannelli - VP |
Retirement Plan Services
Providing local administration and operations for your retirement plan needs.
Click here for more information.
Products offered by Macatawa Bank Trust & Financial Services are not FDIC insured and are not obligations of or guaranteed by any financial institution and may involve investment risk including the possible loss of principal.
