Wealth Management and Trust Services
For more than six decades Community Bank & Trust has served the banking needs of Waco and McLennan County. By 1993 they chose to distinguish themselves by offering financial services beyond traditional banking to help Wacoans create a richer financial future for themselves, their loved ones, and their community.
From saving for retirement to planning the legacy you leave your family, this team of dedicated professionals integrates banking, financial planning, legal knowledge and accounting expertise as your trusted resource for exceeding all of your financial goals. They are committed to serving each customer well beyond their expectations.
Services offered include traditional, full-service investment management; trust administration; senior care services; estate planning assistance and settlement; foundations and nonprofits; employee benefits; and IRAs and 401K rollovers.
Thank you for recognizing the Wealth Management & Trust department as Best Financial Planning Firm for the fourth year!
Pictured back row: Drew Bushman, Jamie Goble, Grant Gilbert, Mark Reitmeier, Evan Klaras, Thad Jennings. Front row: John Kinnaird, Steve Dow, Karen Shears, Neal Stanfield, Beth Badeaux, Lisa Hull, Cody Ross.
Community Bank & Trust
1711 Lake Success Drive
Best of Waco Winner
Financial Planning Firm, 2017-2019, 2021; Business Bank, 2015-2016, 2018-2019, 2021