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Melissa Tom

Assistant Trust Officer

Recent Articles
The Fiduciary Rule, which forces investment advisors to a higher standard, has an uncertain future

The good news if you invest through us: Our already high standards will remain The…

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How do I create a budget and stick to it?

It’s easy to lose sight of what you’re spending week to week, especially if you’re…

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Why a bank makes a great executor for your estate

Once you’ve decided who your worldly possessions should go to, you need to decide who…

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