Unified Trust Company, N.A.

Description

• Our goal is to help people achieve successful financial outcomes. As one of only a handful of national independent trust companies in the country, fiduciary responsibility isnt just a phrase; its our number one priorityand we take it very seriously. https://www.unifiedtrust.com/WhyUnifiedTrust/ Advisor Partner Services We find that we can do the most good for our clients when we work in concert with our Advisor Partners. Our Advisor Partners complement our services and work hand-in-hand with us to accomplish a common mission: to always do whats best for our clients to help them reach their ultimate retirement goals. Retirement Services Managing retirement plans is our specialty and we do it in a way that makes us unique. We have innovative, proprietary products and services. We have a proven track record. And most importantly, we assume fiduciary responsibility for the plan and we take it very seriously as a discretionary trustee. Wealth Management ServicesUnified Trust has a proven record in financial planning and investment management and a commitment to personal service and personalized solutions for every customer. We have time-tested solutions for helping people reach successful retirement outcomes, provide for their heirs, save for education, sell a business and create sound endowments.
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  Headquarters:2353 Alexandria Drive Suite 100, Lexington, Kentucky, United States

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  Phone Number: +1 859-514-8275

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  Website: https://www.unifiedtrust.com

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  Employees:109

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  Revenue:$10 - 50M

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  Legal Name:Unified Trust Company, N.A.

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• |  NAICS Code: 522110  |

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