LeTort Trust

www.letorttrust.com

LeTort Trust is an Independent Trust Company with a single focus of providing personalized financial solutions to individuals, businesses and institutions. As an Independent Trust Company, we are held to the highest standards of fiduciary accountability in the industry. Our clients depend on the prudence and expert guidance we provide to secure a plan that works now and for future generations. Clients come first. This is the cornerstone of our business, and it is the focus of everything that we do. Our commitment to superior service is demonstrated by our attention to detail and personal touch in every aspect of our relationship with our clients. The following areas of expertise are provided through our two lines of business: Wealth Management Services and Retirement Plan Services. Qualified Retirement Plan Design and Administration Personal Wealth Management Retirement Planning Corporate Trustee Charitable Giving Trust and Estate Planning Investment Management Fiduciary Services In 2013, LeTort Trust was presented the “Small Business of the Year” Award by the Harrisburg Regional Chamber & CREDC, at the Catalyst Awards Ceremony.

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LeTort Trust is an Independent Trust Company with a single focus of providing personalized financial solutions to individuals, businesses and institutions. As an Independent Trust Company, we are held to the highest standards of fiduciary accountability in the industry. Our clients depend on the prudence and expert guidance we provide to secure a plan that works now and for future generations. Clients come first. This is the cornerstone of our business, and it is the focus of everything that we do. Our commitment to superior service is demonstrated by our attention to detail and personal touch in every aspect of our relationship with our clients. The following areas of expertise are provided through our two lines of business: Wealth Management Services and Retirement Plan Services. Qualified Retirement Plan Design and Administration Personal Wealth Management Retirement Planning Corporate Trustee Charitable Giving Trust and Estate Planning Investment Management Fiduciary Services In 2013, LeTort Trust was presented the “Small Business of the Year” Award by the Harrisburg Regional Chamber & CREDC, at the Catalyst Awards Ceremony.

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Country

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State

Pennsylvania

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Employees

11-50

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Estimated Revenue

$1,000,000 to $5,000,000

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Potential Decision Makers

  • Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Communications Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Family Wealth Relationship Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Educational Psychologist

    Email ****** @****.com
    Phone (***) ****-****

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