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:
Are you ready to plan your successful financial future? Contact Us today.
Wealth Management Resources
Blog
Unlocking the Potential of Your Old Employer Plan
"Is my retirement plan from my employer serving me the best way it can?" It's a question that haunts many individuals, whether they are currently employed, have recently...
Video
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Resources
The 3 Pillars of Successful Retirement Plans
A “Must Read” for Anyone Planning to Retire Within 5 Years The 3 Pillars of Successful Retirement Plans A Simple Checklist to Kick-Start Your New Work-Free Life Learn the 22...
How to Make Sudden Retirement Decisions – fast
A “Must Read” If You Weren’t Expecting to Retire Right NowRetirement Time Bomb?How to Make Sudden Retirement Decisions, Fast [FREE GUIDE] Download our free guide today and...
First Community Trust News
First Community Trust Growing Wealth Advisor and Trust Officer Team
Trust company welcomes new hire and promotes team members IOWA – First Community Trust, N.A. (FCT), a nationally-chartered trust company headquartered in Dubuque, has...
Women and Investing: Changing the Conversation Around Money and Owning Your Financial Future
By: Lisa Grefe, Wealth Advisor and Trust Officer As first seen in Des Moines Business Record's Fearless Publication. When it comes to money stereotypes, women often find...
Trust Officer Lisa Grefe Honored with the Inspiring Advocate for Women Award
Trust Officer Lisa Grefe, a dedicated advocate for women's empowerment and equality, has been awarded the 2024 Inspiring Advocate for Women Award presented by the Girl...
Ready to connect with First Community Trust?
Join our mailing list for wealth management resources delivered right to your inbox or follow us on social media.