Financial Services

Making it easy for you

Navigating the financial services scene can seem quite complicated.  Our certified financial planners and advisors will get to know you and your individual needs.  We will tailor your investment portfolio in a way that works best for your goals and objectives.

  

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, 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 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 significant 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.

Investment Products

  • 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 a Roth or Traditional IRA.
  • Transferring/consolidate IRAs and other accounts from outside MCNB to simplify your finances.
  • Required Minimum Distribution services upon turning age 73 (traditional IRA only).
  • Educating our clients on Investments and Retirement.

I'm interested in Financial Planning

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Benefits we deliver

  • Experienced team of Trust/Financial Advisors who do not work on a transaction basis, so you never have to question that our interests will always be aligned with yours.
  • Low Investment Management fees in comparison with other financial service companies
  • Outstanding client service
  • Personalized local attention and support
  • Broad range of investment products
  

 

Custodian Services

Safety and convenience

We can provide a variety of services on your behalf, including:

  • safekeeping your securities
  • collecting your income
  • processing maturities/calls on bonds
  • selling or exercising stock rights

We provide our customers with an annual statement on all transactions and security positions.
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