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.
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.
Monitor your investments online with Account View
The LPL Financial Account View is your 24 hour access to your investment accounts and an extension of your partnership with Cumberland Security Bank.
From your computer, tablet or smartphone, you can view:
- Portfolio Overviews
- Position & Transaction Detail
- Trade Confirmations
- Tax Documents
- Market Data
- News Stories
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
- Escrow Accounts
How to Achieve Financial Wellness
How to Cope with Stock Market Volatility
Will You Have Enough Retirement Income?
Each week the LPL Financial Research team assembles thoughtful insight on market and economic news.
Client Letter – February 6, 2020
Client Letter – January 2, 2020
Outlook for 2020 – December 3, 2019 Digital Format
Client Letter – November 7, 2019
Client Letter – October 3, 2019
Client Letter – September 4, 2019
Client Letter – August 1, 2019
Client Letter – July 3, 2019
Midyear Outlook 2019 Client Letter – June 24, 2019
Client Letter – June 6, 2019
Client Letter – May 2, 2019
Client Letter – April 4, 2019
Client Letter – March 7, 2019
Weekly Market Commentary – March 4, 2019
Client Letter – February 7, 2019
Weekly Economic Commentary – January 22, 2019
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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.