Trust Services

Our trust department offers second-to-none trust, financial planning and investment services. Whether you are planning your retirement or establishing a trust so that you can use your wealth to support the people and causes you care about, we have proven time and again that a relationship with Exchange Bank is one you can bank on.

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PAL (Online Access)

Portfolio Account Link is a quick secure on-line way to view your investment, retirement, and trust holdings and transactions.


Living Trusts

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Trusts Under Will / Testamentary Trust

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Investment Services

Plan for your family’s future with an investment in stocks, bonds, bank CDs or mutual funds.

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Trust Services

Use your wealth to support the people and causes you care most about. We are here to help you through life’s transitions.

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Retirement Services

Plan for your retirement with an IRA tailored to your needs. Exchange Bank offers investment alternatives to bank CDs to help you start a plan and pursue your goals.

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Other Trust Services

Exchange Bank professionals will help guide you through stressful times as an estate executor or be your temporary POA when you are deployed with the Army.

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