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.
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
Learn MoreTrusts Under Will / Testamentary Trust
Learn MoreInvestment Services
Plan for your family’s future with an investment in stocks, bonds, bank CDs or mutual funds.
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.
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.
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.
