First County Bank

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Description

For over 160 years, First County Bank has been operating under a set of guiding principles that have been core to our philosophy and success. These are the principles that have kept us financially strong and committed to helping local residents and businesses. This stability-minded philosophy of “doing what’s right” is what makes our approach to banking fresh.

First County Bank has enjoyed a 14 year relationship with Wright Investors' Service, Inc. Wright, a Connecticut-based investment management firm, serves as an investment advisor to First County Bank's Trust Investment Department. For over 50 years, Wright has conducted research on corporations, the investment markets and the economy. First County Bank has been providing Wright's monthly and quarterly investment commentaries to bank clients and prospects over the years.

First County Bank is a mutual community bank that has been serving the needs of businesses and individuals in Lower Fairfield County for over 160 years.

Sandra Greer has over 30 years of industry experience in both personal and institutional investment management. She manages equity, fixed income and alternative investment portfolios for individuals, trusts, foundations and endowments. Sandra guides clients to identify financial solutions consistent with individual investment and financial objectives.

AnnaMarie Boccuzzi has over 14 years of experience in trust administration of revocable and irrevocable trusts, rollover IRAs and investment management accounts for individuals and families. She manages trust accounts by overseeing the prudent investment of trust assets, handling beneficiary distributions, tax filings and probate court requirements. She also determines appropriate estate planning techniques to meet client objectives while considering the tax and estate consequences.

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