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 Alvarado Branch

32000 Alvarado Blvd.
Union City, CA 94587
Phone: (510) 429-3500
Fax: (510) 429-3503

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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 Aliso Viejo Lending Office

30 Enterprise, Suite 110
Aliso Viejo, CA  92656
Phone: (877) 294-4150
Fax: (510) 512-1833

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Specialty Lending
Enterprise, Ste 110
Aliso Viejo, CA 92656
Phone: (949) 297-1150
Fax: (949) 297-1173

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 Brentwood Branch

200 Sand Creek Rd, Suite-F
Brentwood, CA 94513
Phone: (925) 634-6990
Fax: (925) 634-6993

Weekdays: 9:00am - 5:00pm
Saturday 10:00am - 2:00pm
ATM Available

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 Brookvale Branch

3909A Decoto Rd.
Fremont, CA 94555
Phone: (510) 943-1950
Fax: (510) 943-1953

Weekdays: 9:00am - 6:00pm
Saturday 10:00am - 2:00pm
Sunday 10:00am - 2:00pm
ATM Available

Wealth Management & Financial Services
3909B Decoto Rd.
Phone: (510) 943-1993
Fax: (510) 943-1977

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 Carmel Branch

26356 Carmel Rancho Ln.
Carmel, CA 93923
Phone: (831) 622-2990
Fax: (831) 622-2993

Weekdays: 9:00am - 5:00pm
ATM Available

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 Castro Valley Branch

(Supermarket Branch Now Closed)

New Branch is now Opened!
3549 Castro Valley Blvd
Castro Valley CA 94546
Phone: (510) 512-1060

Weekdays: 9:00am - 6:00pm
Saturday 10:00am - 2:00pm
ATM Available

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 Danville Branch

210A Railroad Ave.
Danville, CA 94526
Phone: (925) 309-1040
Fax: (925) 309-1043

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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 Hayward Branch

1679 Industrial Pkwy West
Hayward, CA 94544
Phone: (510) 723-0630

Mon - Thurs: 9:00am - 5:00pm
Friday: 9:00am - 6:00pm
ATM Available

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 Livermore Branch

North Livermore
2286 Las Positas Road
Livermore, CA 94550
Phone: (925) 960-8690
Fax: (925) 960-8693

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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South Livermore
1879 Holmes Street
Livermore, CA 94550
Phone: (925) 606-5100

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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 Fremont Branch

39150 Fremont Blvd.
Fremont, CA 94538
Phone: (510) 505-5226
Fax: (510) 795-5758

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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 Mission Valley Branch

40031 Mission Blvd.
Fremont, CA 94539
Phone: (510) 440-3010
Fax: (510) 440-3013

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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 Newark Branch

(Supermarket Branch)
45877 Jarvis Avenue
Newark, CA 94560
Phone: (510) 713-3360
Fax: (510) 713-3363

Weekdays: 10:00am - 7:00pm
Saturday 10:00am - 2:00pm
Sunday 10:00am - 2:00pm
ATM Available

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 Pleasanton Branch

6654 Koll Center Pkwy - #345
Pleasanton, CA 94566
Phone: (925) 417-7670
Fax: (925) 417-7673

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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 San Francisco Branch

200 Townsend Street
San Francisco, CA 94107
Phone: (415) 489-4550
Fax: (415) 489-4453

Weekdays: 9:00am - 5:00pm
Saturday: 10:00am - 2:00pm
ATM Available

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 San Jose Branch

160 W. Santa Clara St Suite 100
San Jose, CA 95113-1701
Phone: (408) 660-4104
Fax: (408) 660-4103

Weekdays: 9:00am to 6:00pm
Saturdays: 9:00am to 1:00pm
ATM Available

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 San Leandro Branch

1480 E. 14th St.
San Leandro, CA 94577
Phone: (510) 614-3050
Fax: (510) 614-3053

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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 San Ramon Branch

21001 San Ramon Valley #D3
San Ramon, CA 94583
Phone: (925) 307-1080
Fax: (925) 307-1083

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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 Warm Springs Branch

46635 Mission Blvd.
Fremont, CA 94539
Phone: (510) 440-3020
Fax: (510) 440-3023

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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 Walnut Creek Branch

1735 N. Broadway
Walnut Creek, CA 94596
Phone: (925) 953-1920
Fax: (925) 953-1923

Weekdays: 9:00am - 6:00pm
Saturday 9:00am - 1:00pm
ATM Available

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  Home > Investment > Wealth > Trust Services
Trust Services

What is a trust and why should you have one? A personal trust is a written record of a client's wishes. It should reflect the unique goals and circumstances of his/her life and family's needs.

A trust can:

  • Provide for professional oversight of financial affairs
  • Take advantage of tax saving opportunities
  • Specify how and when assets are distributed to family, other heirs, friends, or favorite charities
Trusts can even accommodate the special needs of family members or set aside funds for specific purposes. Whatever the goals, a personal trust can give you the flexibility to make long-lasting decisions that will benefit the individuals or causes that are important to you.

Selecting a Trustee
Selecting a trustee does not have to be a choice. Often grantors select a corporate trustee and an individual both serving as co-trustees. Our team of experienced trust professionals can assist with the following:

  • Trustee for Living and Charitable Trusts
  • Successor Trustee for Living Trusts
  • Agent for the Trustees of Living Trusts
  • Custody of Securities and other Assets
  • Executor of Estates and Trustee for Trusts Under Wills
Advantages of a Corporate Trustee
  • Financial strength
  • Greater stability and continuity
  • An experienced team of trust and investment professionals
  • An impartial, unbiased viewpoint
  • Experience dealing with family wealth issues
  • Professional Investment Management
  • A customized investment strategy for each trust in accordance with the grantor's instructions
  • Effective tax management strategies
  • Absolute compliance with federal/state regulators
We work with other Professional Advisors such as CPAs and Attorneys and offer advice, counsel, and education in investments, estate plans, taxes, and other financial matters. We also have computerized record keeping and preparation of regular and annual account reports.

Let our Wealth Management Professionals help you design a strategy to maintain and grow the nest egg you have worked so hard to build.

For more information, please contact us at:

Email: Trust@Fremontbank.com
Call: (800) 400-7067

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit
 
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