Jason Freese
VP, Wealth Advisor & Trust Officer
515.956.3030
jason.freese@fctrust.com

Jason Freese
VP, Wealth Advisor & Trust Officer
515.956.3030
jason.freese@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. FCT professionals have more than 450 years of collective investment, financial and trust 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

Blog

Video

Understanding Your 401(k) Rollover Options

Understanding Your 401(k) Rollover Options

A 401(k) rollover is simple and painless once you understand how it works. Watch this video as FCT wealth advisor Matt Pillard guides you through your options, explains the...

Resources

Understanding Your 401(k) Rollover Options

Understanding Your 401(k) Rollover Options

Planning for retirement is essential, and managing your 401(k) effectively is a key part of the process, especially when transitioning between jobs. There are several...

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