Jason Freese
VP, Wealth Advisor & Trust Officer
515.518.1809
jason.freese@fctrust.com

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

FIRST COMMUNITY TRUST & FCT INSURANCE

Personalized 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:

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

*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.

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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. This is a solicitation for insurance.