Cape Ann Savings Trust & Financial Services
There are a lot of unknowns in the future. Making sure that you and your family have the money you need takes planning and foresight now. For over 30 years, Cape Ann Savings Trust & Financial Services has operated as an arm of Cape Ann Savings Bank to help customers learn how to make strategic plans for the future.
Current Investor Clients: New Portal Learn More
Cape Ann Savings Trust & Financial Services
Our team offers a wide variety of trust and financial services:
- Trusts
- Estate planning
- Investments
- Retirement planning
- General financial planning services
When you need help with retirement and financial planning, contact us.
Invest your way today with Cape Ann Savings Trust & Financial Services.
What is a Trust Department?
A Trust Department is a bank savings institution granted fiduciary powers by the Commonwealth of Massachusetts, allowing them to offer trust services. Trust departments can also settle estates, and act as an individual's power of attorney or their appointed agent.
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About Us
Did you know, collectively, the Trust Officers of the Cape Ann Savings Trust & Financial Services Department have over a century of experience? Click below to learn more and meet our team.
New Investment Portal, Coming April 29th
Our Investment Portal is getting a new look. Your current login credentials will not change. Click below for more information.