Wealth Management & Trust Services
Old Point Trust offers a full line of services including,
but not limited to:
Comprehensive Financial Planning
Estate and Trust Administration
Retirement Plan Adminstration
Our experienced staff carries a number of advanced certifications and professional designations and degrees including Juris Doctor (JD), Certified Public Accountant (CPA), Master of Business Administration (MBA), Chartered Life Underwriter (CLU), and Certified Financial Planner™ (CFP)®, Certified Trust & Financial Advisor (CTFA), Certified Securities Operation Professional (CSOP), Certified Retirement Services Professional (CRSP), Certified IRA Services Professionals (CISP), Certified Pension Consultant (CPC), Qualified 401(k) Administrator (QKA).
The multi-disciplinary skills indicated by these designations enable us to provide fully integrated financial services to our clients.