Market Watch

Trust & Fiduciary Services

Individuals and families that name Phoenixville Federal Bank and Trust as executor or trustee of their estate can feel confident knowing that our caring professionals are looking out for the best interest of their loved ones.  We have the knowledge and experience to handle complex duties that arise from estate plans.  Our services are provided locally, not by an out-of-state office.  You can also count on the same team of professionals year after year.

Estate Settlement

Individuals and families who name Phoenixville Federal as executor of their will find that their wishes are expedited in a prudent manner.

Agent for Trustee

If you have been named as trustee, you can retain Phoenixville Federal to act as your "Agent".  Since professional trustees such as Phoenixville Federal have significant experience and expertise in trust administration, it may be advantageous for an individual to hire us to help mitigate risks by handling administrative tasks and account monitoring.

Revocable and Irrevocable Trust

Phoenixville Federal can serve as a trustee when a trust is established in the client's will. We are uniquely qualified to manage virtually any asset type in a prudent manner.

Charitable Trust

Depending on how you want your assets to serve you and your family, we can assist with a Charitable Remainder Trust or a Charitable Lead Trust.

Special Needs Trust

A Special Needs Trust is designed to manage resources for an individual while maintaining their ability to receive government benefits. Phoenixville Federal acts as an independent corporate fiduciary for Special Needs Trusts and works closely with other professionals to properly administer the trust.

Power of Attorney

Serving as Power of Attorney (financial only), Phoenixville Federal will be responsible for managing all assets in a prudent manner. You can feel confident knowing that our caring administrators are looking out for the best interest of your loved ones.

 

NOT FDIC INSURED NOT BANK GUARANTEED
NOT FEDERAL GOVERNMENT AGENCY INSURED MAY LOSE VALUE

Phoenixville Office

Phoenixville Office

P.O. Box 708
120 Main Street
Phoenixville, PA 19460-0708
610.933.1171
610.933.1176 (fax)

hours & directions

Royersford Office

Royersford Office

70 North Lewis Road
Royersford, PA 19468-2108
610.948.6100
610.948.5376 (fax)

hours & directions

Collegeville Office

Collegeville Office

74 Second Avenue (Rt. 29)
Collegeville, PA 19426-2648
610.489.6067
610.489.0342 (fax)

hours & directions

Pikeland Office

Pikeland Office

P.O. Box 1046
533 Kimberton Road
Kimberton, PA 19442
610.935.8301
610.935.3636 (fax)

hours & directions

Wealth Management

Wealth Management

P.O. Box 1046
533 Kimberton Road
Kimberton, PA 19442
610.935.8304
610.415.0149 (fax)

hours & directions

 

Limerick Office

Limerick Office

451 W. Ridge Pike, Ste. 201
Limerick, PA 19468
610.495.0790
610.495.0792 (fax)

hours & directions

Community Lending Office

Community Lending Office

P.O. Box 629
564 Nutt Road
Phoenixville, PA 19460
610.933.1000
 

hours & directions

Administrative Campus

Administrative Campus

P.O. Box 629
564 Nutt Road
Phoenixville, PA 19460
610.935.4555

Accounting - 610.933.1000

E-Banking - 610.933.1000

hours & directions