Tri-Star Trust
Tri-Star Trust
1004 North Michigan Avenue
Saginaw
Michigan
48602
United States
Tel: (989) 921-0010
Website:
https://www.tristartrust.com/
https://www.tristartrust.com/
Business type:
At Tri-Star Trust, "trust" is more than just part of our name - it's a commitment we live every day. As a fee-only wealth management provider managing over $3 billion in assets, we deliver personalized, comprehensive solutions for individuals, families, businesses, non-profits, and foundations. Our experienced team provides thoughtful guidance at every step, always centered on your goals. We also proudly serve as a corporate trustee, protecting legacies and ensuring your wishes are carried out with honesty, impartiality, and care. At Tri-Star, we offer the care your legacy deserves - and the relationship you can count on for life.
Opening Times
Mon
08:00AM - 05:00PMTue
08:00AM - 05:00PMWed
08:00AM - 05:00PMThu
08:00AM - 05:00PMFri
08:00AM - 04:00PMServices:
philanthropic investment management, multiple employer plan (MEP), Top Advisors, 501c3, trust administration, CPWA, 401k plans, CFP, Certified Financial Analyst, Private foundations, wealth strategies, Certified Financial Planner, Fiduciary Advisors, retirement planning, Pooled Employer Plans, financial planner, Family foundations, nonprofit financial management, endowments, PEP, wealth management, financial planning, CFA
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