Advia Trust Services

Offers personalized service, catered to
your individual financial needs and goals.
Advia Trust Services

Put your trust in us. Our Advia Financial Advisors, located at Advia Credit Union, can help our members and their families manage and protect their future.

Advia Trust Services has the financial solution to suit each family's needs and protect their future.

Advia Financial Advisors can help you with:

Trust Services

Families are unique. Advia Trust Services has the financial solution to suit each family's needs and protect their future.

Asset & Wealth Management

After a thorough portfolio evaluation, our financial advisors will build a program specific to each member, designed to meet their investment goals.

Estate Planning

Estate planning can occur at any stage in life and is a safeguard to ensure a family's future financial security.

Visit FINRA's BrokerCheck® to research
your Advisor's background & experience.

Leora King

Leora King

Financial Advisor

844.238.4228, ext. 5123

Leora's Bio
Jerry Johnson

Jerry Johnson

Financial Advisor

844.238.4228, ext. 1331

Jerry's Bio
Kevin Paul

Kevin Paul

Financial Advisor

844.238.4228, ext. 4325

Kevin's Bio
Todd Bertsch

Todd Bertsch

Financial Advisor

844.238.4228, ext. 4139

Todd's Bio