Tri-Star Trust

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Tri-Star Trust At Tri-Star Trust, we build genuine relationships, tailoring financial solutions to your goals. Caring for Our Clients, Each Other and Our Communities.

When Gene Pickelman and Larry Preston founded Tri-Star Trust Bank in 2000, they wanted to create a totally different type of wealth management firm - one that not only brings value to clients' lives, but also values its employees and makes a difference in its communities. This philosophy has helped us grow to a staff of 34 professionals, managing more than $1 billion in assets and contributing to more than 140 local nonprofits. We currently have four convenient locations - Saginaw, Frankenmuth, Midland, and Greater Lansing. Tri-Star's Saginaw Office: (989) 921-0010; 1004 North Michigan Avenue, Saginaw, MI 48602. Tri-Star's Frankenmuth Office: (989) 652-6600; 160 South Main Street, Suite 2, Frankenmuth, MI 48734. Tri-Star's Greater Lansing Office: (517) 827-0045; 3511 Coolidge Road, Suite 300, East Lansing, MI 48823. Tri-Star's Midland Office: (989) 492-7620; 200 East Main Street, Suite 100, Midland, MI 48640.

National Retirement Planning Week is almost here! ✨We asked Relationship Manager John Shaski: What steps are you taking ...
10/16/2026

National Retirement Planning Week is almost here! ✨

We asked Relationship Manager John Shaski: What steps are you taking to help ensure a fulfilling retirement?

"I look at the amount of my 401k/Roth 401k contribution a couple times a year to see if there is room to contribute more. A great time to do this is around the time you may receive a raise. Increasing your contribution 1-2% often has little effect on your paycheck but can yield significant results in a retirement plan over time. "

Retirement planning isn’t one-size-fits-all. Your goals, priorities, and vision for the future are unique to you. Reach out to our team today to learn how we can help you build a retirement plan designed with your future in mind. ✨

Serving our clients goes hand in hand with serving our community. ✨We’re grateful to have had two of our team members vo...
10/15/2026

Serving our clients goes hand in hand with serving our community. ✨

We’re grateful to have had two of our team members volunteer at CAN Council’s Dine & Unwind event, supporting an organization dedicated to making a positive impact!

National Retirement Planning Week is almost here! ✨We asked Relationship Associate Drew Gandy: What steps are you taking...
10/14/2026

National Retirement Planning Week is almost here! ✨

We asked Relationship Associate Drew Gandy: What steps are you taking to help ensure a fulfilling retirement?

"I’m intentional about preparing for retirement by maximizing my employer’s 401(k) match, increasing my contributions annually, and fully funding my Roth IRA each year. I also invest in a diversified portfolio and maintain an emergency fund with enough cash to cover three to six months of living expenses. Just as importantly, I remind myself that the purpose of earning money is not only to save for the future but also to enjoy life today. Thoughtful planning and healthy balance go hand in hand."

Retirement planning isn’t one-size-fits-all. Your goals, priorities, and vision for the future are unique to you. Reach out to our team today to learn how we can help you build a retirement plan designed with your future in mind. ✨

Happy National Savings Day! ✨Whether you’re building an emergency fund, saving for a major milestone, or preparing for r...
10/12/2026

Happy National Savings Day! ✨

Whether you’re building an emergency fund, saving for a major milestone, or preparing for retirement, every dollar you set aside can help move you closer to your goals.

Today is a great reminder that saving doesn’t have to happen all at once. Small, consistent steps can make a meaningful difference over time.

We have been busy around Bay City! ✨From Bay Area Women's Center Power of the Purse to Bay Area Community Foundation's F...
10/09/2026

We have been busy around Bay City! ✨

From Bay Area Women's Center Power of the Purse to Bay Area Community Foundation's Faces of Philanthropy, we've been enjoying spending time with the incredible people and organizations making a difference.

As we get closer to officially calling Bay City home with the opening of our newest office, we're even more excited to strengthen our connections and become part of this community!

National Retirement Planning Week is almost here! ✨A fulfilling retirement doesn’t just happen. It starts with the steps...
10/08/2026

National Retirement Planning Week is almost here! ✨

A fulfilling retirement doesn’t just happen. It starts with the steps you take today. We asked Relationship Associate Kayla McCormic: What steps are you taking to help ensure a fulfilling retirement?

"A fulfilling retirement can look different for everyone based on their goals. Personally, I look forward to enjoying my time travelling. Annually I review our retirement plans through work and our benefits including healthcare packages. I want to make sure our money is working for us and keep aware of our tax situation. I also think it's important to have good healthcare to help preserve our bodies. I want to be able to hike later in life and see the beauty of our world. Another protection I like to look at annually is our insurance coverages - I don't want an unforeseen expense affecting my plan, so I am taking the preparation seriously to give us the best shot later on to enjoy the things we find important. "

Retirement planning isn’t one-size-fits-all. Your goals, priorities, and vision for the future are unique to you. Reach out to our team today to learn how we can help you build a retirement plan designed with your future in mind. ✨

Student loans are changing, and understanding your options is more important than ever. From new repayment plans and cha...
09/29/2026

Student loans are changing, and understanding your options is more important than ever. From new repayment plans and changes to existing programs to Public Service Loan Forgiveness and considerations for Parent PLUS borrowers, there’s a lot for borrowers to keep track of.

Financial Planning Associate Colby Moergeli breaks down where student loans stand today, what’s changing, and what borrowers should keep in mind moving forward. ✨

Read the blog here:https://www.tristartrust.com/wp-content/uploads/2026/09/Where-Student-Loans-Stand-Today_2026.pdf

Over 150 attendees joined us for our annual Be A Light Celebration, where we were proud to award $200,000 to 33 organiza...
09/24/2026

Over 150 attendees joined us for our annual Be A Light Celebration, where we were proud to award $200,000 to 33 organizations working to help young adults build brighter futures. ✨

This year’s organizations are making an impact across three important areas: life stability, pathways forward, and guidance & healing, providing young adults with the resources, opportunities, and support they need to take their next steps with confidence.

Thank you to our sponsors, partners, clients, employees, and community members who helped make this possible. Together, we’re investing in the next generation and shining a light on what comes next!

09/22/2026

NEW MITTEN MONEY IS OUT ✨

In the latest episode of Mitten Money, Kevin and Will dive into behavioral investing and the psychology behind the choices we make with our money. From fear and FOMO to confirmation bias and reacting to market headlines, they discuss why emotions can make it difficult to stay focused on the bigger picture.

Watch and listen here: https://www.tristartrust.com/s6e9-fear-fomo-financial-planning/

Congratulations to Brent Bismack, who was recognized with the Bay Area Chamber of Commerce’s Ambassador Appreciation Awa...
09/21/2026

Congratulations to Brent Bismack, who was recognized with the Bay Area Chamber of Commerce’s Ambassador Appreciation Award! ✨

Brent has served as a Chamber Ambassador since 2025 and continues to go above and beyond in representing the Chamber at events and ribbon cuttings throughout the Bay City community.

As we prepare to open the doors to our new Bay City office, we’re especially proud to have Brent representing Tri-Star and building meaningful connections throughout the community.

Address

1004 North Michigan Avenue
Saginaw, MI
48602

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+19899210010

Website

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