Routing Number: 272483633

Advia Trust Services

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 Financial Advisors can help you with:

Trust Services

Families are unique. Advia Trust Services has the financial strategies 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 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.

Meet Our Advia Financial Advisors

We can help with a specific need, such as investing retirement money, or we can provide comprehensive wealth management services, covering all aspects of your financial life.
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