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Wednesday, April 23, 2014

Happy State Bank - Est. 1908

Trust Services - Happy State Bank

Trust Services

Roth IRA Custodian Forms

Roth IRA Trustee Forms

Traditional IRA Custodian Forms

Traditional IRA Trustee Forms

Happy State Bank Trust Services will provide the finest personal trust and investment services available to a growing list of clients, while providing a return to its shareholders, in an environment that is exciting and challenging for its employees.

Happy State Bank Trust Services is a relationship based company focusing on providing our customers with a complete package of financial products and services to fit their financial needs.  We offer the tools and resources to formulate a sound investment plan for all of our customers' needs.

We provide services to individuals, corporations, employee benefit plans, and non-profit organizations as trustee, executor, custodian and investment manager.  Our services include, but are not limited to:

In selecting Happy State Bank, our clients receive the collective experience of trained professional trust officers with the financial responsibility, facilities, and systems to accurately and efficiently handle investment and estate management.  As trustee, Happy State Bank provides what no individual can; independent, discreet, professional, and objective handling of your financial affairs, now and for generations to come.

Diligence, experience and long-term planning are the keys to sound asset management.  Happy State Bank Trust and Investment Services constructs its portfolios based upon a total understanding of your financial situation, your objectives, your income needs, tax bracket and the level of risk you find acceptable.

Call or come by our office today.  You'll be glad you did.

We are located in Amarillo and Lubbock at the following addresses:

Happy State Bank - Trust Department
701 S. Taylor, Suite 200
Amarillo, TX  79101
806-356-TRUST

Happy State Bank - Trust Department
11007 Quaker Avenue
Lubbock, Texas 79424
806-798-4800

To access your Portfolio Account Link, click here.

**All products and services represented on this page are not FDIC-insured, are not guaranteed by this financial institution, are not obligations of this financial institution, and involve risk including possible loss of principal.

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