Unified Trust

Unified Trust

金融服务

Lexington，KY 1,517 位关注者

Building financial futures in the interest of others.

关注

关于我们

American Trust, a subsidiary of EdgeCo Holdings, L.P., acquired Unified Trust Company, N.A., a national retirement plan provider and fiduciary, in October 2020. “Americans need strategic support and expansive resources when it comes to planning for a secure retirement future. Providing unbiased and comprehensive advice that helps aspiring retirees achieve better outcomes is core to who we are as a company. American Trust shares this vision, and together, we have the opportunity to amplify our impact.” ? Dr. Gregory Kasten, Founder & CEO of Unified Trust, Member of the Board of American Trust For more information about the Unified Trust acquisition, visit: https://www.businesswire.com/news/home/20201002005270/en/EdgeCo-Completes-Acquisition-of-Unified-Trust

网站
https://www.unifiedtrust.com
所属行业
金融服务
规模
51-200 人
总部
Lexington，KY
类型
私人持股
创立
1985
领域
Financial Services、Qualified Retirement Plans、Discretionary Trustee、Fiduciary Best Practices、Prudent Asset Management、Comprehensive Plan Governance Practices、Wealth Management、Retirement Planning和CEFEX

地点

  • 主要

    2353 Alexandria Dr.

    Suite 100

    US，KY，Lexington，40504

    获取路线

Unified Trust员工

查看全部员工

关联主页

相似主页

查看职位