Cumberland Trust & Investments

Closed
yelp logo

(2)

Call
Website
40 Burton Hills Blvd Ste 300
Nashville, TN 37215
+1 (615) 783-2540
http://www.cumberlandtrust.com

Cumberland Trust & Investments is an independent expert in trust and estate administration based in Nashville, Tennessee, managing $9 billion in assets for thousands of families and professional advisors nationwide. Established in 2001, the company delivers proactive education and hands-on services to preserve and protect legacies while ensuring adherence to fiduciary duties.

With a dedicated team of 140 professionals operating across 11 offices, Cumberland Trust supports families navigating complex trust services, including special needs trust administration and the management of unique assets. Their relationship-focused approach fosters long-term connections with clients, ensuring personalized service without sales pressure.

Generated from the website

Also at this address

Find related places

Banks

Reviews

yelp logo
1.02 reviews
Photo of Laura B.
Laura B.
4/9/2024

Before my mother had passed away she said to Cumberland trust she wanted to move my TRUST FUND TO NAPLES FLORIDA and not have restrictions on my account what so ever now they won't move my account...

Read more on Yelp
My T.
7/21/2020

They came to our home in person in 2018 to get 1099's and bills, telling me they were going to pay my parents' bills and file their income taxes since their health and age was preventing them from...

Read more on Yelp
Own this business?
See a problem?

You might also like

Wells Fargo Private Bank
Business services, nec, nec, Services, nec, nec

Wells Fargo Private Bank

7Twelve Advisors is a Nashville-based investment firm that offers a balanced global investment strategy, utilizing multiple asset classes to enhance performance and reduce risk for ordinary investors. Their 7Twelve strategy is an equally-weighted diversified index-based approach, incorporating seven asset classes and twelve underlying investments, providing a blueprint for financial advisors to build a well-diversified investment strategy with a single investment.Generated from the website
Vista Points
Business services, nec, nec, State trust companies accepting deposits, commercial, National trust companies with deposits, commercial

Vista Points

Vista Points Inc. is a dedicated organization focused on raising awareness and providing trustee services for Special Needs Trusts, including first-party, third-party, and pooled special needs trusts. Through community outreach and educational programs, they promote the advantages of these trusts to individuals with disabilities, their caregivers, and professionals in the field. The company aims to connect clients with the resources necessary to establish Special Needs Trusts tailored to their specific needs. With a commitment to enhancing the quality of life for those living with disabilities, Vista Points advocates for informed decision-making and the protection offered by these financial instruments. Generated from the website
David Adams Wealth Group
Services, nec, nec, Real estate managers

David Adams Wealth Group

David Adams Wealth Group, based in Nashville, TN, offers holistic wealth management services with a focus on helping clients find financial strength and independence through life transitions. With a combined experience of over 100 years and a distinctive three-bucket strategy, the firm emphasizes viewing money as a tool for creating meaningful experiences rather than merely accumulating wealth. Specializing in a diverse clientele, including musicians, families, and entrepreneurs, David Adams Wealth Group has built a reputation for personalized service that fosters long-lasting relationships. Through their trademarked philosophy "Retire While You Work," the team empowers clients to achieve a balance between living fully in the present and planning for a secure future. Generated from the website
United States›Tennessee›Nashville›Cumberland Trust & Investments

Partial Data by Foursquare.