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Trust and Estate Planning

For over a century, the Trust Department of Somerset Trust has personally served families, businesses, organizations and institutions in Somerset, Cambria, and surrounding counties.

Today, our Trust Department professionals have the answers to long-term financial security as you and your family strive to establish, grow, manage and safeguard your wealth. As members of the community, they understand the importance of personal contact and are sympathetic to the financial challenges facing their neighbors.

They offer comprehensive financial management to meet your present and future goals, guiding and leading you through solutions that are affordable with no hidden fees, and held to the highest fiduciary standards by law.
 

Financial Planning and Investments

Our specialists draw upon various sources of research and analysis to manage your money based on your objectives. We analyze the financial needs and goals to develop an asset management strategy that is as comprehensive and unique as each investor’s circumstances.
 
Unlike other investment managers, our bank does not evaluate performance based on product sales quotas. The law holds trust departments to a higher standard of performance than brokerage firms, insurance companies and mutual fund providers. This high standard helps ensure that portfolio assets are prudently managed through sound investment practices. Over the years, we have helped our clients manage their assets to meet market challenges and opportunities.
 

Retirement Planning

Planning for financially secure retirement commitment as well as a number of choices…The rules and regulations applying to each make the decision-making process seem overwhelming.
 
Our Trust Department specialists will lead you through the process and help build the bridge to a secure financial future. You may also access your trust account online.
 
For more information contact:
Trust Department
131 N Center Avenue
P.O. Box 1330
Somerset, PA 15501
(814) 443-9201
 

We want you to know:
Investment products and services provided by Somerset Trust Company:
Are Not
FDIC
Insured.
Are Not Insured by any Other
Agency of the United States
or the Bank.
May Lose Value, including
possible loss of principal.
Are Not a Bank Deposit
or Bank Obligation
Are Not Guaranteed
by the Bank.