At Progress Bank, thinking forward means helping you decide your financial legacy. We offer comprehensive trust services through The Trust Company of Sterne Agee, Inc., an experienced firm staffed by professionals with broad experience in trust, estate and retirement planning services. Working with your financial advisor, The Trust Company will create a comprehensive program that focuses on preserving and protecting assets, minimizing taxes, meeting income needs and planning your legacy.
- Personal Trust Services
- Estate Administration
- Charitable Giving
- Special Needs Trusts
- Portfolio and Investment Management
- Foundation and Endowment Management
- Retirement Plan Design and Administration