The financial markets’ uncertainties and ever changing tax laws have made it exceptionally difficult in trying to protect and conserve a family’s financial resources. With professional guidance, Century Bank and Trust can bring an added measure of financial peace of mind to you and your family.
The Century Bank Trust and Investment Management Group currently manages over $220 million in assets and with a combined 80 years of experience, the staff of the Trust Department has the expertise necessary to assist you with all of your investment and trust management needs. Four officers are primarily responsible for investment management and administration of trust accounts. Included in this group is a CERTIFIED FINANCIAL PLANNER™ (CFP) professional and three individuals holding a Certified Trust and Financial Advisor (CTFA) designation. All trust officers have completed training in financial planning, estate planning, retirement planning, tax planning, investments and insurance. In addition, officers are required to attend annual seminars and educational events to remain current on these disciplines.
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| Coldwater | Sturgis |
|---|---|
| 100 W. Chicago St. Coldwater, MI 49036 (517) 278-1569 |
300 W. Chicago St. Sturgis, MI 49091 (269) 651-5491 |
Toll Free (888) 481-7469 |
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| Investment Services | Financial Planning |
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The Trust Department of Century Bank and Trust utilizes a variety of investment options including- stocks, bonds, mutual funds, real estate, bank deposits*, and other specialized securities in order to provide customers with superior investment management. |
Financial planning assistance is an integral part of Century Bank and Trust’s emphasis on helping families achieve complete benefit from their financial resources. Services include investment management, retirement planning, tax planning, estate planning and everything in-between. |
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| Qualified Retirement Plans | Personal Financial Planning |
| Pension, Profit Sharing and 401(k) plans provide some of the most comprehensive planning tools for businesses today. No other single instrument can provide extensive income tax deductions for contributions, totally tax-deferred investment returns and favorable taxation on final distributions. The Trust Department can manage the assets within a plan or invest the contributions as directed. | Century Bank and Trust can assist you with a lifetime of personal financial planning needs and the planning doesn’t stop after one meeting. Your personal Trust Officer will meet with you regularly to review your plan and ensure that it continues to meet your needs. |
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