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