Custody Accounts

As custodian of your investments, Valley Trust will work on your behalf in several ways. For example, Valley Trust will protect your securities and deposit dividend and interest payments. We can also distribute investment income, execute buy and sell orders, keep you informed about mergers, conversions, bond maturities and provide periodic statements of all your account transactions.

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3 Important Reasons to Keep Your Will Updated
PLANNING FOR FUTURE

3 Important Reasons to Keep Your Will Updated

Whether you’re just starting a family or already have great-grandchildren, it’s important to have a will and keep it updated. Chances are, however, that like a lot of Americans, you don’t do this as often as you should.

Eliminate Anxiety About Saving for Retirement
PLANNING FOR RETIREMENT

Eliminate Anxiety About Saving for Retirement

How will you know when you've saved enough money to retire, and when will that be? It’s one of the most common questions a working person can ask, and Valley can help you with the right approach to retirement planning.