We'll get you on the Path to Retirement

Since 1927, we have provided customized, strategic solutions to help our clients meet goals.

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At Valley Trust, we understand the complexities of trust and estate planning and work to protect, build and preserve your wealth.

Protect your family’s financial future
Valley Wealth and Trust

Protect your family’s financial future

Our goal is simple - we work with you to navigate the complex landscape of trust and estate planning in order to preserve and grow wealth for you and your loved ones.


 

Wealth Management Solutions

Personal Trust Services

Agent for Executor or Trustee

Custody Accounts

Escrow Account Services

Estate Settlement Services


 

Why set up a trust?

Our professionals offer you a wealth of experience and expertise, backed by the reliability and integrity of a federally chartered trust company. We provide the personalized interaction, individually tailored solutions and exceptional client service you have come to expect from Valley Bank. Our fiduciary capabilities include:   
 

  • Estate Planning

  • Investment Management and Advisory Services*

  • Retirement plans/IRA Rollovers

  • Custodial Services

  • Executor

  • Escrow Account Services

  • Trustee

 

*Investment management and advisory services are provided through Valley’s subsidiary, Hallmark Capital Management, Inc.