Skip to content

At Steuben Trust Company, we recognize accumulating sufficient savings for retirement is one of the greatest concerns for people today. Whether you are early in your career, changing jobs, contemplating retirement or have already retired, we can help you assess a retirement savings strategy to meet your goals and objectives.

The vast array of products available for retirement savings such as 401(k), individual retirement accounts, 403(b)s, Roth IRAs, etc. can be complicated to navigate. Our Trust and Investment Services team are dedicated to staying abreast of the ever-changing rules and laws to advise you of the options available to you.

Steuben Trust will work with you to develop your own unique plan for the funding, investing, preservation and distribution of your retirement savings.

We offer a variety of IRA options and Financial Planning services, including: 

  • Managed IRAs
  • Rollovers for employer plans such as 403(b), 401(k), Deferred Comp plans
  • Rollover IRAs
  • Pension Lump Sum payouts
  • Inherited IRAs
  • Financial Planning
  • Asset allocation advice and portfolio structure.
  • Beneficiary designation advice
  • Fund allocated starter IRA
  • Self-directed IRA
  • Utilization of a trust as a beneficiary
  • QDRO investment advice and planning 

Whatever your vision of retirement is, let our Trust and Investment team help you to develop a strategy to meet that vision. We will take the time to understand your individual needs and objectives, and work with you to implement a strategy to help you works towards and then enjoy the retirement you deserve.

Trust & Investments are not insured by FDIC or any other Federal Government Agency and are not deposits, or guaranteed by the bank or any of its affiliates and are subject to investment risk including loss of principal and may go down in value.