Skip to main content

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.

Account Login

 

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.

Learn More

•Planning •Advising •investing

 

Call Us Today

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

Contact Us

 

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.

Learn More

Financial News

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

Read More

Personal Financial Planning

Catch up on monthly tips related to personal  finance. 

Read More

 

 

It all starts with a conversation.

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

Learn More

 

Go to Top

We look forward to serving you! Please note that our current hours of operation are Monday - Friday, 8:30am to 4pm. For an appointment or to speak with a Trust Officer, please call 978-283-7079.