“Sunwest Trust facilitates non-traditional transactions that help people reach their financial goals.”
Well for many parts of the country, March has come in like a lion, let’s hope it leaves like a lamb. Here at Sunwest we are updating market values from the information our account holders provide us and we are getting ready for the many requests we will get the first part of April as all of us get ready for that fateful day APRIL 15th. If you need information from Sunwest to complete your tax return most of that should be available through our online access but you are always welcome to call the office and ask one of our customer service employees.
Once again I encourage you to take advantage of our “ASK THE EXPERT” service. Don’t be afraid to ask them anything regarding an IRA, remember, ITS FREE.
Please take some time to watch my videos on youtube at sunwestira and leave any feedback and questions in the comment section.
As always we appreciate your business and we look forward to serving you.
Terry White – President/CEO