: Professionals manage diverse assets including stocks, bonds, real estate, and precious metals . Wealth Management Solutions
First United serves its clients through nearly and a dedicated customer service center. First United Bank & Trust: Home
: Includes charitable trusts, insurance trusts, and land trusts, often working in tandem with a client’s attorney. first united trusts
Beyond standard trusts, First United provides comprehensive financial planning through its wealth management arm.
First United Bank & Trust is a community-focused financial institution that provides a specialized range of designed to safeguard assets across generations . Headquartered in Oakland, Maryland , it has expanded its footprint through a network of offices across Maryland and West Virginia. Core Trust Services Core Trust Services : Offers administration for 401(k)
: Offers administration for 401(k) plans , Simple IRAs, and profit-sharing plans for both individuals and businesses.
: Specialized support for business owners to manage large-scale investment strategies. Key Locations & Access Beyond standard trusts
The Trust Department at First United operates with separate record-keeping systems from the main bank to ensure maximum security and focus on asset management.