: A flagship account where assets are diversified and quarterly adjustments are made by portfolio managers to hit long-term goals.
: Specialized support for business owners to manage large-scale investment strategies. Key Locations & Access first united trusts
First United serves its clients through nearly and a dedicated customer service center. First United Bank & Trust: Home : A flagship account where assets are diversified
: Offers administration for 401(k) plans , Simple IRAs, and profit-sharing plans for both individuals and businesses. First United Bank & Trust: Home : Offers
First United Bank & Trust is a community-focused financial institution that provides a specialized range of designed to safeguard assets across generations . Headquartered in Oakland, Maryland , it has expanded its footprint through a network of offices across Maryland and West Virginia. Core Trust Services
The Trust Department at First United operates with separate record-keeping systems from the main bank to ensure maximum security and focus on asset management.
: Includes charitable trusts, insurance trusts, and land trusts, often working in tandem with a client’s attorney.