Trust & Estate Planning

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Our Team


We can’t predict the future, but we can help you plan for it. At Croghan, we love nothing more than helping our clients pursue their financial goals. One way we do that is through investments. Let us help you create a personalized plan that goes beyond the traditional checking and savings accounts. New to investing? No worries, we’ll walk you through everything you need to know. Some of our services include:

  • Estate Planning
  • Financial Planning
  • Trust & Estate Administration
  • Agent for the Trustee
  • Non-Profit Asset Management

Retirement Planning 

You work hard. Shouldn’t your money do the same? A secure, comfortable retirement is every worker’s dream. Achieving the dream of a secure, comfortable retirement is much easier when you plan your finances. Some of our services include:

  • Retirement Planning
  • IRAs
  • 401(k) Plans/Retirement Plans

Investment Management

We help our clients build a customized portfolio to help meet financial and investment goals. Investment management services provide:

  • Asset Allocation
  • Financial Statement Analysis
  • Stock Selection
  • Monitoring of Existing Investments
  • Plan Implementation


Trust Newsletter

September 2019


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April 2019


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