TRUST
A fiduciary relationship is one founded on confidence and trust. Who better to trust with your assets than the financial institution that has maintained a reputation for integrity and outstanding customer service for over 50 years?
No matter the situation, you can be confident that RVR Bank will work in conjunction with your own attorneys, accountants, investment advisors, etc. to carry out your wishes.
Trust products are not insured by the FDIC or any federal government agency; are not a deposit or other obligation of, or guaranteed by any bank and are subject to risks including possible loss of principal amount invested.
Services:
We are able to help with:
- Serve as a trustee/successor trustee in Living Trusts, Testamentary Trusts, Charitable Remainder Trusts or Life Insurance Trusts
- Act as personal representative in estate settlement
- Accept appointment as conservator
- Serve as trustee and advisor for employee benefit plans
- Act as agent for investment management accounts
INVESTMENTS
Did you know RVR Bank has an investment division within the bank? It is RVR Wealth and we look forward to assisting you with your investment needs.
Services:
We are able to help with:
- College Planning
- IRA’s & Mutual Funds*
- Retirement Planning
- Investment Advice*
- Estate Planning
- Tax-advantaged investments*
- Long-term care planning
- Stocks, Bonds & Variable Annuities*
* Securities and advisory services offered through the investment division are not insured by the FDIC or any federal government agency;
* Not a deposit or other obligation of, or guaranteed by any bank;
* Subject to risks including possible loss of principal amount invested.