Wealth Management

Trust, Brokerage, and Investment Services

The Commercial & Savings Bank is a strong financial institution with a history dating back to 1879. For over a century we have worked in partnership with our customers, and this caring attitude manifests itself in the ways we manage the wealth that’s entrusted to us. Crafting individualized investment plans based on your investment philosophy and risk tolerance, we advise clients with the goal of having the money you need when you need it.

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The Trust Department stands ready to meet the needs of individual investors, trustees, and custodians who want professional investment advice and management. 

With CSB as your Trustee we will safeguard your assets, enable them to grow, distribute them to beneficiaries according to your exact instructions, and in the most tax-advantaged way possible. We can handle every detail of your personal financial responsibilities, from paying bills to money management; the arrangement is as flexible as you choose. Through it all, CSB can provide you with the satisfaction of knowing that your plan is customized to meet your needs and wishes during your lifetime and beyond.

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CSB Brokerage Services

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With multiple ways to invest money and enjoy a good return, we provide you with the full spectrum of investment products, commonly offered by brokerage firms. 

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CSB’s Trust Department offers experience and knowledge in helping you plan for the future. We formulate a guide to meet your needs and ensure your assets are distributed in a timely fashion according to your wishes. CSB will be a part of your estate planning as we manage your assets and work closely with your accountant, attorney, and loved ones.

Estate Settlement

In naming CSB as your executor, you can be assured that the estate will be handled with experience, skill, and good judgment. The executor you name in your will is responsible for safeguarding the assets of your estate, paying proper debts, contesting improper claims, collecting sums owed to the estate, and filing estate and income tax returns. Your executor must decide what to sell to pay taxes and estate expenses, and what to hold for distribution to your beneficiaries or to trusts you establish for their benefit.

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Investment Management

Asset Management for all types of accounts can be directed by The Commercial & Savings Bank Trust Department.

  • Individual Trustees
  • Agency Accounts
  • Retirement Plans
  • Corporate Accounts
  • IRAs
  • Non-profit agencies
  • Foundations

Speak to a local expert for a free consultation.

Contact a CSB local expert.

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Retirement Accounts

Wise planning for the years ahead can help assure a financially worry-free future.

  • Pension plans
  • Profit sharing plans
  • 401(k) plans
  • IRAs
  • Roth IRAs

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Employee Benefit Plans

Corporate Retirement Accounts

If you’re an employer and want to offer a retirement plan to your employees, CSB will serve as trustee to ensure that all retirement accounts are in compliance with government regulations. We will assist in formulating a plan to fit the varied needs of your workers.

  • 401(k), 403(b) plans with Roth options
  • Profit sharing plans

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Want to learn more?

Let CSB help you.

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