Delta Community Retirement & Investment Services* offers Trust Services. Our Financial Advisors have extensive training in trusts and estate planning. With this background, they are able to act as a liaison to MEMBERS Trust Company, a federally chartered, full-service trust company.
Offered through MEMBERS Trust Company**, in association with Delta Community Credit Union, this service allows members access to trust and estate planning services, including the administration of Living Trusts, Testamentary Trusts, Estate Settlement, Custody Accounts, Escrow Accounts, Reverse Mortgages, and Managed Agency Accounts.
MEMBERS Trust Company www.memberstrust.com is an independent company whose ownership is intended to be a credit union cooperative. Through its arrangement with Delta Community Credit Union, our advisors act as your Trust Liaison Officer, able to provide you access to advice and recommendations regarding your objectives. If you'd like to set up an appointment, please stop by the Delta Community Retirement & Investment Services administrative office at 1025 Virginia Avenue, Atlanta, GA 30354 or call 404-677-4890.
*Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. FR021206-5090
**Trust services provided by Members Trust Company, FSB, a federal thrift chartered by the Office of the Comptroller of the Currency.