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| Choose from: | Investment Management Custody Estate Planning Retirement Trust Financial Planning Online Account Access (PAL) |
Investment Management Accounts - Full-time supervision for your securities
Each investor is interviewed to determine individual investment objectives to best meet their personal goals. We can take full investment responsibility or simply make recommendations for your approval.
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Custody Accounts - Safety and convenience
As custodian, we safe keep your securities, collect your income, process maturities or calls on bonds, sell or exercise stock rights on your behalf. Provide you with an annual statement on all transactions and security positions.
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Estate Planning and Administration - Make sure your assets are distributed according to your wishes
Make sure to take full advantage of tax saving opportunities to insure your family receives maximum benefit of your assets. Selecting an institutional executor can reduce the burden on your family.
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Retirement Services - Attain maximum benefits whether individually or a corporation
We handle retirement plans from beginning to end. Our corporate clients can offer a program for the benefit of their employees as well as receive tax deductions while doing so. Our individual clients need retirement planning to secure their retirement years.
We offer Pensions, 401ks, SEPs, and IRAs.
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Trust Services - Flexibility, privacy and maintaining financial security for you and your family
Protect your family with a trust created during your lifetime or at death. Proposes including: charitable giving, educational needs, wealth accumulation or preservation, or just to lift financial burdens off your family.
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Financial Planning - Goals, strategies and tactics
Make the most of your money both now and in the future. Our Trust and Financial Advisors will work closely with your attorneys and other advisors to take full advantage of your financial resources to meet the overall objectives of you and your family.
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Online account access is available to MCNB Trust Customers!
Trust & Financial Services are:
NOT A DEPOSIT,
NOT FDIC-INSURED,
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY,
NOT GUARANTEED BY THE BANK, AND
MAY GO DOWN IN VALUE.
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