Jason Freese
Vice President, Wealth Advisor, Trust Officer & Licensed Insurance Agent
515.518.1809
jason.freese@fctrust.com
Jason Freese
Vice President, Wealth Advisor, Trust Officer & Licensed Insurance Agent
515.518.1809
jason.freese@fctrust.com
FIRST COMMUNITY TRUST & FCT INSURANCE
Financial Planning, Wealth Management & Protection
Your life, your goals, your vision for the future—we’re here to help you bring them all together. We provide guidance that helps you make informed decisions with confidence, so you can build a secure and successful financial future. Your dedicated FCT advisor brings deep experience and the support of a full trust and investment team, ensuring you receive thoughtful, personalized guidance at every stage of your financial journey.
Wealth management services for every stage of life:
*FCT offers insurance and protection solutions through FCT Insurance Solutions, including Medicare, life and disability insurance, annuities, and long-term care coverage. Your FCT wealth advisor and trust officer is also a licensed insurance agent, able to help you seamlessly integrate protection strategies into your overall financial plan.
Ready to take the next step toward your financial future? Contact Us today.
Resources
Blog Posts
Harness The Power of Your Money Mindset
Money is much more than a medium of exchange for goods and services. Money reflects our personal values and the hard work we put into earning it. How we treat money, save it...
Helping Elders Find Care
Have you noticed mom or dad showing signs of decline? Are you worried about your elderly uncle living at home by himself? You're not alone. Many of us will find ourselves...
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...
Videos
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Guides & Flyers
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News
Wealth Transfer: Helping Credit Unions’ Members Plan for the Future
As first seen on CUInsight.com. The “Great Wealth Transfer” era has begun, and it’s crucial we help credit union members prepare. A recent report from Boston-based financial...
Credit Union CEO Dave Cale Added to First Community Trust Board of Directors
IOWA – First Community Trust, N.A. (FCT), a nationally-chartered trust company headquartered in Dubuque, Iowa recently announced the addition of Financial Plus Credit Union...
First Community Trust, N.A. Welcomes New Chief Executive Officer – CU
First Community Trust, N.A. Welcomes New Chief Executive Officer (Dubuque, Iowa – July 20, 2023) First Community Trust, N.A. (FCT), a nationally-chartered trust and wealth...
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Insurance and Wealth Management Products are: Not a Deposit; Not Insured by FDIC, NCUA or Any Government Agency; Involve Investment Risk, Including the Possible Loss of Value; No Credit Union or Bank Guarantee. Not affiliated with or endorsed by the government or Federal Medicare Program. Calling the number above will direct you to a licensed insurance agent. This is a solicitation for insurance.