Security National Trust Company
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Founded in 2000, Security National Trust is a Federally Chartered Independent Trust Company providing financial services to clients from our offices in Wheeling, WV, Huntington, WV, and Lancaster, PA. As fiduciaries and trust professionals, we partner with clients and their families to offer top-notch support for their investment and wealth management strategies. Whether looking for a tax-savvy generational wealth transition approach, charitable planning advice, endowment services, or support for looking after treasured family properties, our team is with you every step of the way.
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retirement services, personal trust services, estate settlement, agency account services, ira, rollover ira, special needs trust, wealth management, investment management, estate planning, special needs trusts, special assests
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