Financial Planning and Investment Management
Full-time supervision for your portfolio
Our team of highly-qualified financial advisors take the time to listen and acquire a full understanding of each client’s objectives and financial goals. Financial Planning is more than just investments. It includes Investment Management/Planning, but Retirement Planning/Accounts, and Estate Planning/Trust Services. Our consultative approach then allows us to match the products and services which may help you the best.
Our main goal at MCNB Trust and Financial Services is we strive to make investing a simplified, convenient, and encouraging experience. Where we work together to find suitable investment options based upon your time range and risk tolerance. We also strive to make your investment portfolio as tax efficient as possible which can make a huge difference over time.
The involvement our team takes is entirely up to you. We can take full investment responsibility. We can allow you to direct your account. Or we can help you find the right combination of the two.
- Brokerage CDs
- Tax-Advantaged Municipal Bonds
- Stock and Bond Mutual Funds
- Individual Stocks/Bonds
- Options Contract
Retirement Services offered
- Rolling over old employer plans - 401(k), 403(b), 457, pension - to an IRA.
- Transferring/consolidate IRAs and other accounts from outside MCNB to simplify your finances.
- Required Minimum Distribution services upon turning age 70.5.
- Educating our clients on Investments and Retirement.
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