Lisa Grefe
Wealth Advisor & Trust Officer
515.518.1813
Lisa.grefe@fctrust.com

FIRST COMMUNITY TRUST

Wealth Management Services

First Community Trust offers comprehensive oversight and effective management of key financial planning activities, ensuring you peace of mind as you plan for a successful financial future. Backed by a team of seasoned financial experts with more than 100 years of combined experience, we pride ourselves on our relationship-based approach to providing comprehensive financial advice and investment management.

Offering wealth management solutions for every stage of life including:

+ Investment Management + Retirement Planning Consultation + Estate Administration
+ 401(k), IRA Rollovers + Estate Planning Consultation + Living/Revocable Trusts
+ Financial Planning + Estate Administration

Are you ready to plan your successful financial future? Contact Us today.

Wealth Management Resources

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First Community Trust News

Impact of Bank Failures on Consumers

Impact of Bank Failures on Consumers

As first seen on CUInsight.com By John J. Gonner, CFA, President & CEO and Chief Investment Officer The U.S. economy received a shock on March 10th when Silicon Valley...

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