A few years ago, I was a member of a 32-person study group of charitable planning specialists. Several members had had very negative experiences with another (large) independent trust administration firm which was seeing fallout from uncontrolled growth. Several of us looked for a replacement.
I've now worked with Yellowstone Trust Administration for years. And I couldn't be happier. Flawless services; product support; integrated, multidisciplinary knowledge of design options and applications; the most reasonable fees (and choices) anywhere; and telephone responsiveness which could be improved only if they were down the hall in my building. I've got the most valuable strategic alliance possible!
Most importantly though, these are people of INTEGRITY whom I'm proud to call my friends.
Don GleichmanThe Gleichman Organization, Ltd.