Trust and Investment Services
Planning for the future is an Accomplishment; planning it right is an Achievement.
County National Bank has a great depth of experience and knowledge in helping others with their investment, trust, retirement and estate needs. Our seasoned trust officers will work with you to choose the options that are best for you. Meet with them to review investment matters, estate planning, family financial management and coordination of retirement benefits. We will work with you to plan through all stages of your life.
Personalized Investment Management
Together, we will develop a personal profile of your investment needs and objectives, time horizon and attitude toward investing. We will oversee your assets in a manner which best fulfills your personal investment goals. The key to maximizing your investment returns is a well diversified portfolio that will help weather the inevitable financial market storms.
Professional Trust Administration
Trusts are created to handle many needs and are customized to carry out your wishes during your life and after. As trustee, we are responsible for carrying out all the provisions stated in the trust whether it is to: ensure your spouse and family are able to live in the comfort to which they are accustomed; protect inheritances of minor children; provide money for education and support; or carry out a philanthropic purpose. As professional trust administrators, County National Bank will also carry out the fiduciary responsibilities that may include investment management, recordkeeping, collection of income, paying bills, tax preparation, etc. Our trust administrative services provide you peace of mind knowing that your wishes are being carried out.
Trustee or Agent for Retirement Accounts
This includes arrangements where we serve as custodian for the investment of assets involving Pension and Profit Sharing Plans, Keogh, SEP and SIMPLE plans, as well as 401(k) accounts.
Self-directed IRA
By opening a self-directed IRA, you have the option of making your own investment decisions. You will be able to choose from a variety of investment options to ensure your retirement funds are well diversified.
401(k) Plans
Through a unique alliance with Pentegra Retirement Services, CNB offers a fully bundled retirement plan for businesses and their employees. Features of the program include a full spectrum of investment options, daily valuation of account with internet access and simplified plan administration.
Personal Representative
The responsibilities of a Personal Representative are complex and governed by the Probate Laws of the State of residence of the decedent. Many individuals select us to serve as their Personal Representative because the administration of an estate demands the highest degree of integrity and impartiality. We add our wide range of experience and expertise in handling all matters of the estate.
Securities & Insurance Products are: Not FDIC Insured · Not Bank Guaranteed · May Lose Value · Not a Deposit · Not Insured by any Government Agency