When you are planning for your financial future, you need a partner you can trust to guide you through the process. That’s Fidelity Bank. Our team of dedicated financial advisors, which includes two licensed and experienced Pennsylvania attorneys, is well-experienced in handling the administration of trust funds, providing estate and financial planning support, and acting as the estate executor for your loved ones . Our Bankers take time to evaluate all options when involved in settling estates, establishing guardianships and administering trusts and we put that same level of care and attention into our relationships with schools, municipalities and institutions, too.

Details:

  • Trust and Estate Planning
  • Financial and Retirement Planning
  • Comprehensive review of wills, trusts, powers of attorney and health care directives
  • Personal Trustee and Guardianship Services, including investment management and oversight of trust funds in the capacities as trustee and/or agent for trustee
  • Corporate Trustee Services, including bond trustee and paying agent
  • Custodial services
  • Bill Paying Services
  • Estate Administration, including executorship services

 



*Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not a Bank Deposit | Not Guaranteed by Any Government Agency

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