Wealth Management Services

Financial Management & Trust

At The Provident, we have over 125 years of trust advisory experience, and we're ready to serve you in a personal way.

• Estate Planning
• Investment Advisory Accounts
• Investment Management
• Custodian Accounts
• Executor of Your Estate
• Trustee Under Your Will
• Trustee of Living Trusts

Over 125 years of trust advisory experience ready to serve you... in a personal way.

Becoming an expert in matters of trust is a lifetime career. A financial counselor must be steeped in tax law, estate settlement, investment, asset management, insurance law, record-keeping and estate planning.

However large your estate may be now and in the future, sooner or later you will need to turn over many of these responsibilities to trusted professionals. At The Provident Bank, we have assembled a team of talented and experienced personal financial advisors and administrators to plan with you, guide you, and manage for you. We can take on as much responsibility as you choose, or simply administer it. Once we have met with you and learned of your needs and goals, we will serve you and the future generations of your family to protect what you have and make it grow.

For your future's sake, talk to a Provident professional today. There is no obligation on your part.

Just call James Nesci, our Chief Wealth Management Officer today: (877) 631-8835