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Good corporate trustee in upstate NY?

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  • Good corporate trustee in upstate NY?

    Anyone have any recommendations for a good, low-fee corporate trustee in upstate NY that will work with a passively managed, broadly diversified, low-cost index portfolio?

    I've already looked into Vanguard, but unfortunately Vanguard can't serve as the corporate trustee for a trust established in NY state.

    Thanks in advance.

  • #2
    If you’re a member of a credit union, you might want to look at Members Trust Company. http://memberstrust.com

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