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Community Bank Wealth Management

Finding the right financial strategy starts with advisors who know more than your objectives. They know you by name. And they know you want solutions tailored to meet your individual needs. So whether it’s investment advice, choosing the right insurance or establishing a trust, our professionals have the experience to meet the needs of families and businesses alike.

Community Investment Services

Whether retirement is around the corner or decades away, you’ll need a smart plan to generate solid returns, grow your nest egg and map out a comfortable future. We can help you with: 

  • Personal & Business Retirement Planning 
  • Education Planning 
  • Comprehensive Financial Planning 
  • Estate Planning 
  • Life, Disability & Long-Term Care Insurance 
  • Investment Management 
  • Individual Managed Advisory Accounts 
OneGroup Retirement Advisors

OneGroup Retirement Advisors is a full-service investment services firm dedicated to providing comprehensive investment fiduciary advice to plan sponsors. Through our firm’s history, our approach has always been consultative and rooted in trust.

These are just a few of the many tools in our toolbox that help you ensure your qualified retirement plan is optimized, running efficiently and in accordance with ERISA:

  • Competitive Fee & Benchmarking Study
  • Employee Education Roadmap to Retirement
  • Fiduciary Support

Financial Industry Regulatory Authority www​.fin​ra​.org

Securities Investor Protection Corporation www​.SIPC​.org

The Carta Group

A premier fee-based comprehensive financial planning firm that can help chart your course toward a more comfortable future. Our financial plans are developed through a mix of personal attention and careful financial guidance. They are designed to meet unique challenges, pursue specific goals and, most importantly, help you navigate life. Our goal is to create and enhance lifetime relationships with our clients by offering: 

  • Financial Independence/​Retirement Planning
  • Investment Planning
  • Risk Management Planning
  • Estate Planning
  • Business Succession Planning
  • Education Planning
Community Bank Trust Services

As the name implies, when you establish a trust, you get the assurance that your loved ones will be taken care of, and your estate will be used and distributed according to your wishes. A trust from Community Bank does that and more: It also can help lower your taxes and maximize your principal. Our expert advisors will help you establish and manage your trust with: 

  • Trust Administration
  • Estate Planning & Settlement 
  • Investment Management
Nottingham Advisors

Our team of investment professionals manages and advises on over $1 billion of client assets, specializing in low-cost, risk-aware Exchange Traded Fund (ETF)-based investment strategies. With the use of customized investments, Nottingham will help you identify your strategy for accumulating wealth, tax planning, ensuring adequate liquidity and legacy planning for future generations.

  • Global Asset Allocation Specialists
  • Socially Responsible Investment Portfolios
  • Individual and Institutional Portfolio Management
  • Pioneers in the Use of Exchange Traded Funds

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit

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