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Agency Accounts For Fiduciaries
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CFSG provides investment and administrative services for trustees and executors.

A trustee of a trust and an executor or administrator of an estate can typically hire a professional firm to help with a variety of duties and responsibilities. We can act under a simple Agency Agreement to provide such services as investment management, record keeping, trust reporting and distributions and general administrative functions.


Investment Products: Not FDIC Insured · No Bank Guarantee · May Gain or Lose Value   © 2011 CFSG, LLC