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First Point Financial Management & Trust Services' comprehensive approach to financial management provides you peace of mind knowing all your financial needs are covered. Whether you are interested in asset management services, wealth transfer strategies, philanthropic planned giving services, estate settlements or would benefit from complete household management, including bill paying, tax preparation and insurance filing, we offer a full continuum of financial services customized for you.

In addition, we specialize in delivering trust services by serving as executor, trustee, conservator and escrow agent. 

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Important Legal Disclosures & Information

First Point Financial Management & Trust Services' non-deposit investment products: 

  • ARE NOT INSURED BY THE FDIC. 

  • ARE NOT DEPOSITS OR OTHER OBLIGATIONS OF FIRST NATIONAL BANK AND NOT GUARANTEED BY FIRST NATIONAL BANK.

  • ARE SUBJECT TO INVESTMENT RISKS, INCLUDING POSSILE LOSS OF PRINCIAPAL INVESTED. 

"First Point Financial Management & Trust Services" is a brand name that refers to First National Bank and certain of its affiliates and subsidiaries that provide or make available Financial Management and Trust Services. 

Deposit products, such as savings accounts, checking accounts, certificates of deposit (CDs), and money market accounts are offered by First National Bank. Member FDIC. Equal Housing Lender. Only deposit products are FDIC insured. 

First National Bank and its representatives do not provide tax and/or legal advice and information concerning your particular situation. You should consult your legal and/or tax advisors before making any financial decision. 

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