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trust sosb to help with your wealth management
What is a trust?

A revocable living trust is a complete will substitute. It can control all of your assets during your life and after your death. Learn more...


Trusts do not have to be complicated. Let us walk you through the process. You don't have to be rich and they can be very important to your future planning. You owe it to yourself and your family to find out more. Contact us today or Learn more...

trusted service


The Trust Officers at South Ottumwa Savings Bank provide confidential, personalized service. We are available to meet with you in our office or at the location of your choice, according to your schedule, not ours.

We offer a comprehensive asset management service that utilizes a wide array of investment alternatives. We will review your assets, assist in creating realistic financial goals, and develop a comprehensive investment plan to achieve your goals.

Our operations system utilizes the best technology available to track account income, expense and asset changes. We provide professional account statements on a timely basis that meets your individual needs.

Your attorney or accountant can look to us for assistance when necessary. Our goal is to help expedite the process by coordinating activities and keeping everyone informed.

You'll enjoy relying on us to be there for you, your children and their children. Email, call or visit Gary Johnson, Steve Martin, Tammy Kosman or Linda Reed to set up an appointment.

1-800-653-2080
641-682-7541

 

frequently asked questions

     
Investment Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
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