Trust & Investment Services

 

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.