Trust & Personal Investment Services
When you trust the C&N Trust and Financial Management Group with your personal investment accounts, you will be working with the most experienced Trust team in the region. We have more than 100 years of experience in managing wealth, administering retirement plans, financial planning and estate planning. We work as a team so you can be assured you'll always receive the very best advice and personal care.
As one of the most established trust departments in the area, we have proven ourselves to hundreds of your neighbors and friends. Our extensive experience has made us a respected leader in the financial services field.
As a C&N Trust and Financial Management Group client, we will conduct a full analysis of your financial assets and match them with your goals and objectives for the future. Each client's financial plan is unique, based on a number of factors including wealth distribution preferences, tax implications and risk tolerance.
Our areas of trust and personal investment expertise include investment management, Individual Retirement Accounts, trusts, custody and tax preparation.
Contact us, toll-free, at 1-800-487-8784 or via email: firstname.lastname@example.org.
*Some products are not FDIC insured or guaranteed, not a deposit or other obligation of the bank, not guaranteed by the bank and are subject to investment risk, including the possible loss of the principal amount invested and are not insured by any other federal government agency