The Paul John Ferri, Jr Trust

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations

U.S. Bank offers a range of financial products and services to individuals and businesses throughout the United States. It provides a variety of checking and savings accounts, as well as certificates of deposit. The bank offers a range of money market and health savings accounts. U.S. Bank also provides individual retirement accounts and cash and wealth management solutions. It offers automobile, boat and student loans. The bank provides business credit and debit cards and online banking services. U.S. Bank maintains a network of various branches and ATMs. The bank is a member of the Federal Deposit Insurance Corporation and an Equal Housing Lender. It is a wholly owned brokerage subsidiary of U.S. Bancorp. Its core business areas include payment, wealth management and securities, and consumer and wholesale banking services. It employs more than 54,000 people. The bank serves small businesses, merchants and other financial institutions.

PLAN of CT is a 501(c)(3) nonprofit organization dedicated to the administration of special needs trusts in Wethersfield, CT. With a focus on individuals living with disabilities and their families, PLAN of CT offers personalized assessment and planning processes to establish special needs trusts, providing expertise in trust administration to ensure the long-term wellbeing of loved ones with disabilities. Through various trust options, including Third Party Trusts, Pooled Trusts, Self-Settled Trusts, and Charitable Trust Grants, PLAN of CT assists families in planning for future uncertainties and navigating the complexities of eligibility for state or federal benefits. With over 20 years of experience, PLAN of CT has earned the trust and gratitude of its clients, offering compassionate support and resources to enhance the quality of life for individuals with disabilities.Generated from the website