Invest & Insure

Maybe money can’t buy happiness, but a well-considered financial plan can give you peace of mind and security—and that can make you feel a whole lot better. As it happens, it gives us a good feeling, as well, to help our customers personalize a plan that will help them enjoy a comfortable way of life now and long into the future. Whether you need to discuss investments, insurance or a custom trust, our team of financial professionals is here to help. As we always say, the sooner you start, the better. When you’re ready, we’d be happy to sit down and talk it over.

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Wealth Planning

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

  • Retirement Planning
  • Education Planning
  • Comprehensive Financial Planning
  • Long-Term Care Insurance
  • Individual Managed Advisory Accounts
  • Corporate Retirement Plan
  • Executive Benefit Planning
Insurance

With competitively priced options and friendly, caring service, Community Bank can help protect you, your family, your property and your business with:

  • Auto Insurance
  • Home Insurance
  • Property & Casualty Insurance
  • Life & Disability Insurance
  • Business Insurance
  • Risk Management
  • And more
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
Fund Administration

BPAS is a national provider of retirement plan and fund administration, transfer agency, collective investment fund and other institutional trust services. Specialty retirement plan administration practices include auto enrollment plans, multiple employer plans, plans with employer securities, PR 1081 plans, VEBA/HRA plans and cash balance plans. As a solutions-oriented national practice, we are committed to solving tomorrow’s benefit challenges today.

Trust Services
To preserve and protect

By establishing a trust, you can preserve your wealth, minimize your tax exposure and maximize the benefits your loved ones receive. Sound good?

Wealth Planning
Building wealth & building relationships

Are you secure your portfolio is growing the way it should? Are you prepared for retirement? If you’re not sure, talk to one of our financial planning specialists. Let us help you make the most of your investments—and your retirement.

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

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