Planning for your brightest future
Congratulations on planning for a better, brighter future. BS&L has partnered with Trust Company of Vermont (TCV) to offer financial services to our customers. When it comes to your future goals, trust is the most important thing and TCV has been helping Vermonters reach their goals for over 25 years.
Trust Company of Vermont can help you with all your financial and investing needs no matter where you are in your life, even with tax and estate planning:
- Retirement Planning
- Investment Management
- SRI/ESG Investing
- Estate Planning
- Tax Planning
- Financial Planning
To learn more, contact Dan Yates at (802) 275-3923 or dyates@brattbank.com
The State of Vermont, in granting the charter to the Trust Company of Vermont, made the initial determination that TCV is a sound organization, adequately staffed and capitalized to perform trust services. Trust assets, whether held by the Trust Company of Vermont or by a bank trust department, are not subject to FDIC insurance. The reason for this is that state and federal law requires banks and trust companies to keep assets separate from the bank or trust company.
The Trust Company of Vermont holds all of its client assets, both trust assets and individually owned investment accounts, with Northern Trust. Furthermore, we are subject to on-site examinations by bank regulators, and we maintain substantial insurance coverage protecting client funds against wrongdoing, errors and omissions and financial failure.
