Southeast Trust Company

Call Directions Website Contact the business

Southeast Trust Company As a Florida based Trust Company, we are dedicated to securing your wealth and protecting your legacy.

We are a trusted fiduciary, offering personalized wealth management, expert estate settlement services, and meticulous trust administration services.

Why the gap? Sometimes it's simply not knowing where to begin. You don't need to have all the answers before you start. ...
10/21/2026

Why the gap? Sometimes it's simply not knowing where to begin. You don't need to have all the answers before you start. You just need a place to start.

Southeast Trust can help you understand the process, identify what needs your attention, and coordinate with your other trusted advisors to help turn your intentions into a thoughtful plan. Meet with us to get started. https://heyor.ca/CBmXtE

Source: Trust & Will 2026 Estate Planning Report

Estate planning is deeply personal — and so is the stewardship behind it. The Southeast Trust Estate Planning team bring...
10/20/2026

Estate planning is deeply personal — and so is the stewardship behind it. The Southeast Trust Estate Planning team brings their experience, perspective, and sense of responsibility to the families and legacies entrusted to their care.

For National Estate Planning Awareness Week, hear from our team about what thoughtful stewardship means to them.

The right plan matters. The people behind it matter, too. Meet with us to get started: https://heyor.ca/e1FI6P.

Folks in and around Marion County and The Villages - join us for a complementary seminar: Your Plan. Our Purpose. This i...
10/20/2026

Folks in and around Marion County and The Villages - join us for a complementary seminar: Your Plan. Our Purpose. This informative event will help you understand the estate planning essentials, the ex*****on process, and address frequently asked questions on related matters. RSVP soon! https://www.southeasttrust.com/seminar/

Happy National Estate Planning Awareness Week. A simple plan can hold complex assets. Real estate, concentrated investme...
10/19/2026

Happy National Estate Planning Awareness Week. A simple plan can hold complex assets. Real estate, concentrated investments, business interests, and other less-liquid assets don’t always divide or transfer as simply as the plan may read on paper. Thoughtful planning and administration for each asset requires understanding the family’s intentions and the experience of implementation.

Southeast Trust can help you understand how to start, refresh, update, and find comfort in your estate plan. Meet with us to get started. https://heyor.ca/c65BDy

Folks in and around Polk County - join us for a complementary seminar: Your Plan. Our Purpose. This informative event wi...
10/16/2026

Folks in and around Polk County - join us for a complementary seminar: Your Plan. Our Purpose. This informative event will help you understand the estate planning essentials, the ex*****on process, and address frequently asked questions on related matters. RSVP soon! https://www.southeasttrust.com/seminar/

10/16/2026

A successful career can leave you with more than savings — pensions, employer retirement plans, deferred compensation, investments and other sources of retirement income.

As retirement approaches, one decision can influence the next. Reliable income may change how much liquidity you need, the investment risk you’re comfortable taking, or when it makes sense to draw from other assets.

You’ve built the resources. Now consider what each one needs to do for you.

Meet with us to get started. https://heyor.ca/hDadV0

Medicare Open Enrollment puts coverage choices front and center. Your Medicare professional can help with those choices;...
10/15/2026

Medicare Open Enrollment puts coverage choices front and center. Your Medicare professional can help with those choices; your financial advisor can help you understand how healthcare costs fit into the retirement you've planned for.

Your healthcare and financial decisions don't live separate lives. We can help you connect the two. https://heyor.ca/cf7586

10/12/2026

Saving has a purpose. A trip. Childrens' education. Something special for the family. Whatever the goal, knowing what you’re saving for can make putting money aside feel a little more meaningful.

You know ours. What are you saving for?

It was our honor.
10/12/2026

It was our honor.

10/08/2026

Investments. Retirement. Taxes. Estate planning. The strength is in how they work together. Interweaving them helps ensure a decision made in one area supports — rather than unintentionally works against — what you’re building in another.

This World Financial Planning Day, take a look at the whole plan — not just the individual pieces.

See how Southeast Trust can help bring it together — schedule a private consultation: https://heyor.ca/RhwXt3

Address

1603 SW 19th Avenue
Ocala, FL
34471

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13522915999

Website

Alerts

Be the first to know and let us send you an email when Southeast Trust Company posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Southeast Trust Company:

Shortcuts

Share

Category