Simplifying Life by Creating Wealth Solutions through Understanding.

General Info

Tri-Star Trust Bank is a wealth management firm that provides flexible and personalized service with highly experience and respected professionals. Our goal is to simplify the financial lives of our clients by completely understanding our client’s financial goals and dreams. We now have 26 professionals servicing clients out of our three convenient offices throughout lower-Michigan and manage over $700 million in assets. We attribute this success to the very heart of our corporate culture: Caring for our clients. Caring for each other. Caring for our communities. A commitment to give back to the communities we serve was a cornerstone of the Tri-Star business plan and we’ve followed through on this promise. Tri-Star financially contributed to more than 90 nonprofits in 2011 alone. We have created the Tri-Star Charitable Foundation, which will enable us to more broadly give back to communities throughout Michigan and develop an endowment fund to help with long-term giving. We have more than 400 combined years of proven wealth management results. We can take the complexities of your financial life and make them simple for you. We want to learn your finances – how you want them to accumulate through your lifetime and how we can help them best follow you through life’s big decisions. You’re giving us an important and personal responsibility: helping to grow, protect and preserve your future. That’s a big responsibility, and we respect that. It’s your financial future, and we want to make sure that it’s a bright one. We at Tri-Star Trust Bank look forward to showing you how our services can help you manage your wealth … and simplify your life.

Extra Phones

Fax: 989-921-0012

TollFree: 877-664-4550

Hours

Regular Hours

Mon - Thu:	8:00 am - 5:00 pm
Fri:	8:00 am - 4:00 pm
Sat - Sun	Closed

Categories

Financial Planners, Employee Benefits Insurance, Investment Advisory Service, Investments, Retirement Planning Services

Amenities

Serving clients over 10 years Free Consultation Free Newsletters Capital Markets Financial Planning CEO Letter Monthly Market News

Accreditation

Dimensional Fund Advisors (DFA)

Financial Counselors, Inc. (FCI)

Saginaw County Chamber of Commerce

Other Link

http://tristartrust.com