Business Wealth & Trust Services
Our Wealth & Trust experts are ready to help with your business needs, such as transfer of ownership, estate planning, asset protection and more.
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Frequently Asked Questions
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We're happy to help you! Our Call Center is available to take your call at 1.866.EXTRACO (398.7226):
Monday - Friday: 8 a.m. to 5 p.m.
Saturday: 9 a.m. to 12 p.m.
Sunday: Closed
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We provide a full range of services from individual IRAs to corporate 401(k)s. The first step is to have a conversation on what you are trying to accomplish.
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One main difference between a will and a trust is that a will goes into effect only after you die, while a trust takes effect as soon as you create it. A will is a document that directs who will receive your property at your death and it appoints a legal representative to carry out your wishes.
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Find an Advisor
Meet with a Wealth & Trust Advisor and get your financial goal planning questions answered.
Financial Planning
We provide top-tier financial solutions to address the growing complexities of professional fiduciary services and effective portfolio management, all tailored to your personal, family, and business goals. Your team at Extraco Wealth & Trust is dedicated to helping you discover the perfect combination of services and solutions.
Locations
Insurance Office
- Curbside Delivery
- Handicapped Access
1700 North Valley Mills Drive
Waco, TX 76710
United States
Lobby Hours
Currently open!
Hours Today:8:00 am - 5:00 pm
Mortgage Office
- Handicapped Access
- Home Loans Specialists
- Spanish Speaking
1700 North Valley Mills Drive
Waco, TX 76710
United States
Lobby Hours
Currently open!
Hours Today:8:00 am - 5:00 pm
Bank Branch
- Curbside Delivery
- Handicapped Access
- Home Loans Specialists
- Safe Deposit Box
1700 North Valley Mills Drive
Waco, TX 76710
United States
Lobby Hours
Currently open!
Hours Today:9:00 am - 5:00 pm
Drive-Thru Hours
Currently open!
Hours Today:8:00 am - 6:00 pm
Resources
Elevating Excellence: Welcoming Susie Stanley-Jones, CFP® as President of Extraco Wealth & Trust
Extraco Banks proudly welcomes Susie Stanley-Jones, CFP® as President of Extraco Wealth & Trust. With decades of leadership in wealth management and a track record of innovation, Susie is poised to guide our Wealth & Trust team into an exciting new era of growth, client service, and strategic vision.
Upcoming Changes to Wire Transfers: What You Need to Know About ISO 20022
At Extraco Banks, we’re committed to keeping you informed about changes that could affect how you manage your finances. If you send or receive wire transfers, there’s an important update you should know about.
What is Positive Pay?
Positive Pay is an automated cash management system that helps eliminate the risk of losing money from fraudulent checks. We use this system to coordinate financial payment security efforts with your business; this allows your business to monitor payments and ensure that only your payee receives the approved funds. If we receive a check that doesn't match your Positive Pay file, we will contact you to verify payment details before honoring it.
