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Products & Services

At First American Trust, we provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • 529 Education Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Planning
  • 401 (k) Planning
  • 403 (b) Planning
  • College Savings Plans
  • Estate Planning
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance