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Third Oak Trust and Investments

It is a common belief that a trust or trust department is for only those who have large estates or large sums of money to invest. In actuality, the trust department helps many individuals from all levels of wealth and income.

Our products and services are designed to assist our clients utilizing an experienced staff and the latest technology to assure that our clients receive a elevated level of personal and professional service. Our commitment to our clients is to provide financial piece of mind for you and your beneficiaries through personal attention, follow-through and solid investment performance based on the risk you are comfortable with.

Third Oak Trust and Investments Website