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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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The Cape Ann Savings Trust & Financial Services Department has temporarily moved to the 2nd floor of our 109 Main Street, Gloucester office. We are undergoing renovations in our 3rd floor suite.