Wealth Management & Trust Services
Wealth means something different to every person. You know how you earned your money, but do you have a plan to manage, preserve and grow it so that one day it will provide for you, your family, and possibly even leave a legacy for those yet to come? The CB&T Wealth Management & Trust department provides a customer-centered approach unique to a community bank, yet with the highest level of professionalism and expertise that you expect to find at the largest financial institutions. You receive one-on-one advice to help guide you on a path to financial security, and a trusted relationship to help you meet your goals. From traditional, full-service investment management to trust administration, senior care services and estate planning assistance and settlement, they offer customers peace of mind for every stage of life. For more than six decades, CB&T has served the financial needs of its customers, and since 1993, the Wealth Management & Trust department has added a new dimension to that service. They invite you to explore their services and contact one of their Trust Officers with your questions.
Pictured left to right: Steve Dow, Jamie Goble, Mark Reitmeier, Beth Badeaux and Evan Klaras.
Community Bank & Trust
1800 Washington Avenue
1409 Wooded Acres Boulevard
8820 Chapel Road
Wealth Management & Trust
1711 Lake Success Drive
Best of Waco Winner
Financial Planning Firm, 2017-2019
Bank, 2015, 2016, 2018, 2019