Trust & Asset Management Division
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
Sound Investment Strategies
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Trust
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.
Fees
Call us or stop in for a FREE consultation with our Trust Officers. We can help you determine which Central Bank Trust Services complement your financial plan.
Investment Management Agencies
Investment management according to a disciplined strategy with an asset allocation program in order to best achieve your financial goals given your risk tolerance.
Custodial Accounts
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.
Employee Benefit Accounts
Offer a full line of qualified retirement plan options including profit sharing, 401(K), SIMPLE and SEP, etc. along with all administration issues such as employee education, participant statements and IRS compliance and reporting issues.
Individual Retirement Accounts
Traditional IRA, ROTH IRA, and SIMPLE IRA are all available in either a self-directed or managed capacity to meet your retirement 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.
Executor Services
Perform all required duties to settle an individual's estate in accordance with the governing document.
More Information and Services
- Internet Statements (PAL) — Allows you to view your account with the Central Bank Trust Division.
- Employee 401(K) Account Access — For Employee benefit account access.
- Fee Schedule — The current fee schedule for Trust Services.
- Geneseo Foundation — The charitable foundation administered by Central Bank Illinois.
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Why Choose Central Bank with Your Investment?
For more information on any of our Trust services, please contact our Trust Department via online request form or call 309-944-5601.
- Securing your financial future is our number one goal.
- We have local people making local decisions.
- Bringing peace of mind to clients for over 100 years.
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.
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Monitor your investments in one single location.