- Full Service Brokerage Services
- Discount Brokerage Services
- Living Trusts (usually Revocable)
- Testamentary Trusts - Estate Settlement Services (Irrevocable)
- Agency Accounts

Let us help you develop a financial strategy that matches your lifestyle and achieves your goals. Through a partnership with UVEST Financial Services, member NASD/SIPC, you will have access to professional money management and a full range of securities brokerage services, including financial analysis, stocks, bonds, mutual funds, annuities and more. For more information, call 1-800-463-7782 to speak with our Financial Services Representative today.

With a full service brokerage account from UVEST Financial Services, you can view your account portfolio online - simply click the link below. If you wish to execute trades, contact your Financial Services Representative at 1-800-463-7782.

By entering the site you acknowledge that you have read and understand the following statement:

UVEST Full Service Brokerage

High quality discount brokerage services are available online from UVEST Investment Services, member NASD/SIPC. To open a discount brokerage account online or for online access to your account, please click the link below.

By entering the site you acknowledge that you have read and understand the following statement:

Uvest Discount Brokerage

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You will find trust services at First State Bank & Trust to be useful for a variety of purposes. A trust puts you in control of your assets and may be used to gain the following benefits: to maximize assets and/or income, reduce estate taxes, take care of loved ones, provide professional asset management, pay bills, give to charity, avoid probate, or to ensure privacy during estate settlement.

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Peace of mind is yours, knowing that professionals are handling complex and time-consuming chores such as managing your investments or paying your taxes. You may ask First State Bank & Trust to invest and administer your personal assets -- cash, investments, real estate, annuities, a business, etc.

Some advantages are:

• You keep control, staying as involved or uninvolved in investment decisions as you like.
• Your fortune doesn't have to be large -- we can handle even relatively small trusts efficiently.
• If necessary, your trust may continue beyond your life to provide financial support to your family members.
• A trust provides security should you fall ill or become incapacitated.
• Feel free to travel or enjoy more leisure time.
• Avoid probate expenses.
• Living trusts are a convenient, practical and confidential solution for asset management.
• Trust services at First State Bank & Trust are economical.

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You can appoint First State Bank & Trust to administer estate assets after your death.

• Your estate is settled according to your exact instructions.
• As administrator, we can inventory estate assets and arrange for sale or distribution of property.
• We file tax forms and handle other tedious paperwork.
• Our estate administration is compassionate and professional.
• Let us relieve your family of complicated responsibilities during a difficult time.

Are you interested in developing a financial plan for yourself and/or your heirs? If so, a trust may be the right instrument for you. Contact us today for more information.

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You direct your retirement savings portfolio with this flexible alternative. Funds may be invested in deposit accounts, mutual funds or stocks. Your selection of investment type determines FDIC insurance coverage. Contact a personal banker today for more information about self-directing your retirement portfolio.

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If you do not have the time or expertise to manage your investment portfolio, we can provide you with an investment management account, also known as an agency account. We will help you design an investment strategy to achieve your financial goals. Agency accounts feature the following benefits:

• Convenient and worry-free management of your assets.
• We do all the record-keeping and provide you with detailed statements.
• Professional and expert investment management.
• Tax information provided at year-end.

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