WEALTH MANAGEMENT

Our Services

Trust Services

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Our goal is to provide highly personalized services, knowledgeable advice, and professional asset management.

  • Trusts
    • We can serve your needs for a variety of common trusts acting as trustee, co-trustee, or successor trustee.
  • Estate Planning
    • We can help you create an estate plan that achieves your personal goals by working with your attorney, accountant and other professionals.
  • Family Incentive Trusts
    • Our professional team can show you how a Family Incentive Trust can be used to create positive incentives to encourage responsible behavior in future generations.
  • Charitable Trusts
    • Allow us to help you create a plan that fits your own set of charitable giving needs.

Financial Center

To schedule an appointment or speak with a Trust Officer, please call (888)701-1040 and ask for our Financial Center.

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from Community Bank & Trust

Ordering Checks is easy!
Click Here to Reorder Deluxe Checks. Deluxe is our preferred check printer. You will now be securely transferred to their check ordering website.

Financial Education
Learn more about financial safety, teaching kids about money and other resources by clicking here.