Valley View Financial Group Trust

Description

Putting your financial assets in someone else's hands is never an easy decision; unless those hands are those of Valley View Trust's associates. Valley View Trust is committed to providing fiduciary services, including everything from living trusts to estate settlement - all designed to meet your current needs and those of your family for generations to come.

EXPERTISE Began his career in retirement planning as a record keeper, which, along with his experience in accounting and trusts, has given him the experience, thoroughness, and technical understanding to handle complex plan administration EXPERIENCE Joined Midwest Trust in 2000.

With an average of 20 years of experience in investment planning and fiduciary trusts, we help you feed your financial needs even as you build a legacy for future generations.

EXPERTISE Specializes in personal trust, corporate trust, and operations. EXPERIENCE Has more than 20 years of experience in trusts and financial planning, first with First City Bank of Corpus Christi and later US Bank and First Financial Trust Company in Albuquerque. Carolyn joined Midwest Trust in 1995.

Our team of financial experts includes individuals who also hold the title of CERTIFIED FINANCIAL PLANNER™. They have considerable experience working with individuals and families and understand the importance, as well as the implications, of the issues and decisions you face. You can trust that their advice is based on relevant experience, training and an understanding of tax and investment complexities.

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