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Trust &
Financial Services

Trust services generally include the active investment of capital. This capital can benefit individuals or their retirement accounts, charities, or other entities. 

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Listen to our Podcast Series that covers topics such as Financial Planning & Trusts. 

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.

Our team offers a wide variety of trust and financial 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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•Planning •Advising •investing


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Schedule your free 60 minute, no obligation Personal Finance Conversation!

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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.

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Financial News

What's going on with the market? Read our latest Financial Market Update.

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Personal Financial Planning

Catch up on monthly tips related to personal  finance. 

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It all starts with a conversation.

Rethinking your retirement strategy?
Need help planning your estate?
Not sure what to do with your 401k?

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All Bank Offices are closed in observance of Memorial Day on Monday, May 27th. Our ATMs, Online, Mobile, and Telephone Banking services are available 24/7.