First Covenant Trust & Advisors, LLC's goal is to help its clients succeed, by providing individualized fiduciary services to its clientele in the most efficient and effective manner possible. Covenant is supported and backed by individuals and organizations which, combined, provide decades of experience and expertise in the provision of fiduciary services and the related tax, accounting, and legal issues that surround trust administration. We understand that clients often have long-standing relationships with various professionals such as bankers and financial advisors. We have chosen not to take an active role in investing assets. This puts us in a unique position to work together with our clients’ bankers, wealth managers and others as members of the client’s professional team. We believe this team-oriented perspective which respects clients’ existing relationships best serves the needs of our clients.
Company Details
- Employees
- 13
- Founded
- -
- Address
- 801c Sunset Drive, Suite 100,united States
- Industry
- Legal Services
- NAICS
-
Legal ServicesOffices of NotariesOther Legal ServicesTitle Abstract and Settlement OfficesAll Other Legal Services
- Website
- firstcovenanttrust.com
- Keywords
- Trust Administration, Estate Administration, Captive Insurance, Estate Planning, Charitable Planning, Tax Planning, Special Needs Planning, Wills, Trusts, Powers of Attorney, Trust Situs, Legacy Preservation.
- HQ
- Johnson City, TN
First Covenant Trust And Advisors, Llc Questions
First Covenant Trust And Advisors, Llc's website is firstcovenanttrust.com
First Covenant Trust And Advisors, Llc's LinkedIn profile is https://www.linkedin.com/company/firstcovenant
First Covenant Trust And Advisors, Llc has
13 employees.
View email and phone details for 13
employees at First Covenant Trust And Advisors, Llc.
First Covenant Trust And Advisors, Llc's industry is
Legal Services
First Covenant Trust And Advisors, Llc's top competitors are
Acfcu,
Revolution Group, Llc,
Wealth Advisors Trust Company, South Dakota Trustee,
Bcs Wealth Management,
Fellman & Associates,
Peak Trust Company,
City Of Erie Pa,
Trident Trust,
First Citizens Bank,
Banner Associates, Inc..
First Covenant Trust And Advisors, Llc's categories are Legal Services
First Covenant Trust And Advisors, Llc's founding year is 2011
