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Trust Services
Community Bank & Trust offers the following traditional trust services:
- Investment Management Accounts
- Revocable Living Trusts
- Irrevocable Trusts
- Testamentary Trusts (Trusts Under A Will)
- Insurance Trusts
- Estate Executor Services
- Custodial Accounts
- Escrow Agent Accounts (Tax Free 1031 Exchanges)
- Self Directed IRA Accounts
- Real Estate IRA's
- Retirement Planning
Investment Services
Investment Executives licensed in securities and insurance are available to assist you with:
- Common and Preferred Stocks
- Mutual Funds
- Corporate, Government, and Municipal Bonds
- Fixed Rate Capital Securities
- Unit Investment Trusts
- Fixed and Variable Annuities
- Long Term Care Insurance
- Life Insurance
- Retirement Plans for Small Businesses
- Education Savings Plans
Community Bank & Trust provides investment services through PrimeVest Financial Services, an ING company and independent, registered broker/dealer and member of NASD and SIPC. Securities provided by PrimeVest are not FDIC insured, have no financial institution guarantee, and may lose value. |