Trust & Asset Management

Maximize your finances for a more secure future

Financial Goal Typed on Note Pad

Services tailor-fitted to your needs

Cumberland Security Bank goes beyond conventional banking services by offering financial advisory services in the Asset Management Department.  All services are based on your personal needs, goals, and objectives.  Whether it’s current financial needs, estate planning, investment, trust management or just getting the whole picture together, we can be of assistance.

Frequently Asked Questions


 

Investing in your retirement, eggs - written on eggs is ROTH, IRA, 401K

Asset Management

We provide portfolio and investments positioning to meet individual needs for growth, income, and tax advantages through use of asset allocation models, mutual funds and other investments. These services are suitable for wealth preservation, retirement funds, IRA rollovers or accumulation.

LPL Financial Account View


 

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Trust Services

Cumberland Security Bank can be called upon by customers to serve in a fiduciary capacity as trustee for both lifetime and testamentary trust. The bank can also provide other custodial actions needed by businesses and individuals.

  • Personal Trust
  • Estate Settlement
  • Charitable Trust
  • IRA-custodial/self-directed
  • Conservatorship
  • Escrow Accounts

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Disclosure

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Cumberland Security Bank and Cumberland Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial, Unified Trust Company, Dupree Mutual Funds and OBS Financial are not insured Cumberland Security Bank deposits and are not FDIC insured. These products are not obligations of the Cumberland Security Bank and are not endorsed, recommended or guaranteed by Cumberland Security Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.