Services:

Investment Management:

Plan – Invest - Manage

  • Consultancy based investment discipline
  • Customized solutions to unique needs
  • Enhanced performance through a partnership with non-proprietary products and resources while avoiding inherent conflicts of interest in the investment management business
  • Access to “world class” institutional money managers
  • Exceptional capabilities delivered by a team of highly qualified professionals
  • Extensive audit and compliance management
  • Unique reporting capabilities
  • Ability to offer “large” organizational capabilities with the feel of a “boutique”

 

Trust Administration:The effectiveness of a trust relates directly to the trustee's administrative expertise and investment performance. Our experience in managing trust is both long and varied. Our duties include, but not limited to:

  • Investing trust assets
  • Distributing income and/or principal
  • Making tax decisions for the trust and filing appropriate tax returns
  • Keeping records of all transactions
  • Preparing statements of accounts
  • Assisting beneficiaries with advice on day-to-day financial matters
  • Providing an explanation of the trust's operations

Estate Settlement:Choosing an executor for your estate is one of the most important decisions you will make. As your executor, we will:

  • Arrange for probate
  • Collect, inventory, value and protect your assets
  • Manage your assets during the estate administration period
  • Keep accurate records
  • Pay estate taxes, expenses and debts
  • Prepare and file tax returns
  • Distribute estate assets to beneficiaries
  • Follow the instructions in your will

Financial Planning: Farmers Trust Company understands the importance of financial planning no matter what stage of life our clients find themselves. We help clients achieve their financial goals through personal planning and advice. Work with a CERTIFIED FINANCIAL PLANNER ® who will create and guide you through a personalized financial plan and will track your progress over time.

Employee Benefits:Farmers Trust Company offers flexible, comprehensive investment management and record keeping for all types of retirement plans including 401(k), 403(b), Keogh and pension/profit sharing. Among the key services we provide are:

  • Trustee/custodial services
  • Plan design and implementation
  • Professional investment management or self-directed service
  • IRS sponsored prototype plan documents
  • Compliance and required annual government testing on all plans
  • Full service administrative support
  • Reporting and record keeping services
  • Comprehensive participant and educational meetings, including communication materials
  • Valuation of plan assets and issuance of participant statements
  • IRS annual reporting/5500/1099 preparation
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Youngstown Office | 42 McClurg Road, Youngstown, OH 44512 | 330.743.7000 | 877.228.1643
Howland Office | 1625 Niles-Cortland Road NE, Warren, OH 44484 | 330.609.5057 | 800.540.7957
Canton Office | 4518 Fulton Dr NW Suite 100, Canton, Ohio 44718 | 330.526.7305
Wooster Office | 305 West Liberty Street, Wooster, OH 44691 | 330.439.4495