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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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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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We are here for you! Our Trust Officers are available for appointments, in person or by phone. If you would to speak with a Trust Officer either about your current relationship or to inquire about our services and how we can help you, we welcome you to give us a call at 978-283-7079 to make an appointment. Our current amended operating hours are Monday - Friday, 8:30am to 4pm.