Trust and estate planning services are available upon consultation with our financial advisor Mike Ciciura at (630) 852-3710 extension 112.

We partner with outside specialists to offer a full range of traditional trust and estate planning services for both individuals and businesses, including:

  1. Personal Trust Administration
  2. Custodial Services
  3. Guardianship Services
  4. Estate Planning and Estate Administration Services
  5. Pension, Profit Sharing, 401(k) and IRA Rollover Services
  6. ESOP and Code section 1043 Rollover Services
  7. Land Trust Services
  8. Code section 1031 Deferred Exchange Services

Please contact our financial advisor Mike Ciciura at (630) 852-3710 extension 112 for more information.

Not A Deposit · Not FDIC Insured · Not Insured by any Federal Government Agency · No Bank Guarantee · May lose value, including loss of principal amount invested.

Financial Advisors are Registered Representatives  of INVEST Financial Corporation, member FINRA/SIPC.  INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank *may lose value including loss of principal amount invested. 

This website my contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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