Change Your Investment Advisor Today

  • Wealth
  • Change Your Investment Advisor Today

Ready to Switch Advisors? Schedule an Initial No-Cost Consultation

Complete the form below to meet with our retirement specialists and to learn how our solutions may be right for your employees and your business.

Please Remember: Email is not a secure form of communication. When sending email to CNB Bank & Trust, N.A., do not include any account or personal information such as your account number or social security number. *CNB Bank & Trust, N.A. is not held responsible for any confidential information that is sent through the Contact Us form. We strive to give you the best in banking service and options and want to improve your experience in any way we can. Feel free to present us with any questions, comments, compliments, etc. For more secure digital communication, please use the Secure Messaging feature within Digital Banking for account-specific inquiries.

Why Choose CNB Bank & Trust's Investment Solutions?

CNB Bank & Trust, N.A. has been at the forefront of regional trust services since 1922. A service that once was used by a wealthy few, trust services have now become an important part of financial planning for all individuals and families. The protection and management of assets can ensure the security and comfort of your retirement years and the well-being of your family. We put your goals and desired success into focus, and your account information at your fingertips. As our customer, you will experience our customized solutions to best suit your needs all while acting with your best interests in mind.

Investment Management Services

In light of the economic and market conditions over the past few years, many investors today realize the importance of professional investment management that is free of conflicts of interest with full disclosure of fees and other charges. They want someone on their side, looking out for their best interests, helping them to develop an investment strategy geared to their unique goals and risk tolerance.

CNB Bank & Trust, N.A. Investment Management solutions provide hand-tailored solutions that include

  • Portfolio management
  • Tax management
  • Risk management
  • Estate planning

GET STARTED

Trust and Wealth Management Services: not a deposit, not FDIC insured, not insured by any Federal Government agency, not guaranteed by the bank, may go down in value.