The LeTort Team was thrilled to again partner with AAA Central Penn and several other local organizations for their annual “AAA Cares Backpack Program.” The program aims to send children in need back to school with the essential supplies they need to start the school year off right. This year’s program was able to generously fill over 1,500 backpacks with school supplies for children in nine counties. Read More: https://lnkd.in/e7MbPpEj
LeTort Trust
Financial Services
Mechanicsburg, Pennsylvania 938 followers
We build better lives and brighter futures for our clients, employees and the communities we serve.
About us
LeTort Trust is an Independent Trust Company with a single focus of providing personalized financial solutions to individuals, businesses and institutions. As an Independent Trust Company, we are held to the highest standards of fiduciary accountability in the industry. Our clients depend on the prudence and expert guidance we provide to secure a plan that works now and for future generations. Clients come first. This is the cornerstone of our business, and it is the focus of everything that we do. Our commitment to superior service is demonstrated by our attention to detail and personal touch in every aspect of our relationship with our clients. The following areas of expertise are provided through our two lines of business: Wealth Management Services and Retirement Plan Services. Qualified Retirement Plan Design and Administration Personal Wealth Management Retirement Planning Corporate Trustee Charitable Giving Trust and Estate Planning Investment Management Fiduciary Services In 2013, LeTort Trust was presented the “Small Business of the Year” Award by the Harrisburg Regional Chamber & CREDC, at the Catalyst Awards Ceremony.
- Website
-
http://www.letorttrust.com
External link for LeTort Trust
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Mechanicsburg, Pennsylvania
- Type
- Privately Held
- Specialties
- Retirement Plan Services, Wealth Management Services, Retirement Planning, Investment Management, 401(k) Plans, Personal Trust Services, and Qualified Retirement Plans
Locations
-
Primary
Get directions
900 Bent Creek Blvd
Mechanicsburg, Pennsylvania 17050, US
Employees at LeTort Trust
Updates
-
LeTort Trust is hiring for Legal Director of Estate Planning and Fiduciary Services! The Legal Director of Trust and Estate Planning will offer strategic planning and consultation on estate planning and trust administration, will spearhead the enhancement of our fiduciary services, and will manage the engagement of outside counsel for specialized legal matters. This leadership role requires a proactive, knowledgeable individual who can effectively navigate complex estate planning scenarios, foster a family office-like client experience, and ensure access to and collaboration with top-tier legal expertise. #hiring Interested candidates click to learn more https://lnkd.in/ek3zsk49
-
-
Our team was honored to visit Junior Achievement of South Central PA “BizTown!" We were thrilled to tour their impressive facility and present our annual donation of $15,000. Junior Achievement's commitment to empowering young people with essential skills in financial literacy, work readiness, and entrepreneurship is inspiring. We are proud to support the future leaders in our community!
-
-
Help us congratulate our Client Concierge, Katrina Douglas, on her 1 Year LeTort Trust anniversary. "Katrina’s exceptional client support and willingness to help the team have been invaluable. Her dedication and hard work are greatly appreciated. Thank you for everything you do. -Greg Campbell, Director of Operations."
-
-
Wednesday night, the LeTort Trust Team had an amazing celebration in our newly renovated space! A huge thank you to Farinelli Construction, Inc.. for their exceptional craftsmanship in our building's renovation and for helping to bring our vision to life. An extra special shoutout to Don Farinelli for delivering the custom-made LeTort Cornhole boards. Everyone had fun breaking them in last night!
-
-
Help us congratulate our Operations Specialist, Tya Rumbel, on her 1 Year LeTort Trust anniversary. "Tya’s fantastic teamwork and contributions have been a great asset to our operations. Her dedication, attention to detail, and positive attitude have truly made a difference. Thank you for all your hard work. -Greg Campbell, Director of Operations."
-
-
"Join us in congratulating our Chief Operating Officer & Director of Wealth Management, Phyllis Harmon, on her LeTort Anniversary. Phyllis has been an essential part of LeTort Trust's journey. We are immensely grateful for her continued passion, expertise, and unwavering commitment to our clients, which has made a lasting impact on our organization." - Katie Clarke, President & CEO
-