Colby Moergeli's Contact Details

Colby Moergeli's Company Details

Tri Star Trust Bank

Saginaw, MI, US • 50 - 99 Employees
Financial Services

Tri-Star is different from other firms you may be familiar with. It uniquely provides the warmth and personal service of a boutique firm along with the sophistication and comprehensiveness of a larger corporation. See how we are different, view testimonials from those who use our services by going to http://www.tristartrust.com/web/how-were-different/testimonials/At Tri-Star, you can expect a number of services including: 1) very comprehensive wealth management which includes financial, tax, estate, and investment planning; 2) comprehensive employee benefits for corporations from 401(k) plans to all other pension arrangements; and 3) philanthropy advising, helping individuals and nonprofits accomplish their charitable goals in a way that best uses tax and other laws to their full advantage. To learn more about the services we offer visit http://www.tristartrust.com/web/client-services/Founded in 2000, Tri-Star is Michigan owned and operated. With 38 employees and over $1.4 billion in client assets under management, Tri-Star serves its clients from four convenient locations in Midland, Saginaw, Greater Lansing, and Frankenmuth. To find a location near you visit http://www.tristartrust.com/web/contact-us/Like us on Facebook: https://www.facebook.com/tristartrust/Visit our website: http://www.tristartrust.com/web/