We take pride in our individualized service provided to our clients. When you work with our Trust Division, you see familiar faces; people who live and work in your community.
Questions? Contact Us
Administer all estate planning needs according to document language and the goals of beneficiaries. Services include financial and estate planning, goal review and analysis, asset management, bill payment, and all other trust administration requirements. Types of trusts administered include revocable living trust, irrevocable trust, charitable trust, insurance trust, Illinois land trust, etc.
Investment management according to a disciplined strategy with an asset allocation program in order to best achieve your financial goals given your risk tolerance.
Provide recordkeeping and safekeeping services of all types of financial assets (stocks, bonds, mutual funds, certificates of deposits, real estate, insurance, annuities, notes, etc.). Provide consolidated reports and tax information.
An automatic transfer of dollars from your checking account to a money market mutual fund where you can earn a competitive dividend yield while maintaining liquidity needs. Select from four money market mutual funds and the threshold for which to transfer funds to and from your Central Bank checking account.
Offer a full line of qualified retirement plan options including profit sharing, 401(K), money purchase, defined benefit, SIMPLE and SEP, etc. along with all administration issues such as employee education, participant statements and IRS compliance and reporting issues.
Traditional IRA, ROTH IRA, SIMPLE IRA and Education IRA are all available in either a self-directed or managed capacity to meet retirement or education planning goals. A self-directed account offers you the ability to direct the investment while a managed account gives the investment discretion to Central Bank Illinois to best fulfill your financial goals
Access to the Federated family of mutual funds on a no load basis to assist with the accomplishment of your financial goals.
Perform all required duties to settle an individual's estate in accordance with the governing document.
Allows you to view your account with the Central Bank Trust Division.
For Employee benefit account access.
The current fee schedule for Trust Services.
The charitable foundation administered by Central Bank Illinois.
Visit us in person! We'd love to speak with you about your financial plans and how we can help. We're located at 425 US Hwy 6 East in Geneseo.
NOT FDIC INSURED, NO BANK GUARANTEE, MAY LOSE VALUE