Union Bank & Trust

read moreWe take the time to understand your goals, build a lasting relationship, and help you capitalize on all of your financial opportunities. When you have the right team behind you, you can dream big-or-little-or wherever you want your financial freedom to take you. We're a pension Taft Hartley Custody Specialist, a designation that allows you to select and retain your own financial investment advisor. In addition to being union owned, we act as a pension and employee benefit custodian for a variety of account types on behalf of unions, corporations and individuals servicing over $8 billion of client assets.

read moreAt Union Bank & Trust, we know you want to feel secure and confident in your pursuit of a financial services partner, one that's committed to providing you with services and solutions that meet and exceed your expectations. We believe you deserve a best-in-class team that is focused squarely on the personal and professional demands of you and your organization's financial life. This is how we've been building relationships for over 40 years. Whether you are looking for Commercial Banking Services, an Institutional Trust Services or Personal Trust Services, our dedicated group of specialists work tirelessly to create solutions customized for your financial needs.

read moreOur dedicated group of specialists work tirelessly to create solutions customized for your financial needs. We are owned in perpetuity with a stable ownership model so we're with you for the long haul. We're here to serve you, your business and your clients-now, and 40 years from now-while honoring a tradition that upholds our founding values. Tired of the big banks and high fees? Work with our community bank instead! Union Bank & Trust specializes in providing cost effective solutions for any size of business.

read moreOur Personal Trust Team works with attorneys, CPAs, and financial professionals to serve you and your family. We serve as fiduciaries to handle all of your trust and estate needs. Working unswervingly on your behalf with your financial partners and advisors, we can ensure that all of your assets are safe and secure and your intentions are all carried out through the management of your trust. Our Institutional Trust Team is here to help you and your clients make the most of your time and money. We're a pension Taft-Hartley Custody Specialist, a designation that allows you to select and retain your own financial investment advisor.