Caruso and Company, PA | Trust Services


 

We understand that some client relationships require institutional trustee services. To facilitate and continue our relationship with such clients as the trusted advisor, we recognized that many clients’ trust documents require a national trust company for trust management. 

 

In the midst of bank failures, increasing mergers and consolidations of banks and brokerage houses, and limited choices among very impersonal financial institutions, we have formed an affiliation with a nationally recognized trust company, which allows us to work together for the benefit of the client.  This relationship allows us to manage a client’s portfolio, while maintaining the independent trust services of an acclaimed trust company. 

 


Please Call (954) 571-2020 For Your Free Consultation.