American Trust Retirement
Homepage http://www.americantrustretirement.com
LinkedIn Profile https://linkedin.com/company/amer***st-retir***
HQ Location
United States , Iowa, Dubuque895 Main Street Dubuque, Iowa 52001 United States
American Trust Retirement is a division of American Trust, a family-owned bank founded in 1911 in the beautiful and historic bluffs of Dubuque, Iowa. After three generations of growth, ATBancorp was formed in 1985 to serve as the bank holding company for American Trust. Today, ATBancorp is a three-bank holding company that serves nine communities through fifteen facilities. In 2014, ATBancorp acquired Pension Inc. of Iowa, an “unbundled” third-party administrator with more than $430 million in assets.
The financial management division offers wealth management, retirement, investment, and brokerage services. With total assets exceeding $2.3 billion, it is one of the largest independent Iowa-based operations in trust and related services. The foundation of the bank’s first retirement services reaches back to the 1950s. American Trust provides clients with the cornerstones of a quality retirement plan that are typically made available to only large clients, and does so in a bundled approach that brings with i
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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