Get expert advice for Estate Planning and Investment Management by attending an educational webinar.

Due to the increase in COVID-19 cases in our area, lobby access is by appointment only.

COVID-19 Resources               PPP Applications                PPP Forgiveness

Feel great about your retirement

Accumulate the nest egg you need for your golden years.

When it comes to your retirement, we don’t want you just to be ready. We want you to be exceptionally ready. That’s why we help you maximize your retirement savings through Individual Retirement Accounts (IRAs) and IRA Certificates of Deposit.

We offer three IRA Options:

Meet the Team

Know who’s managing your Charlotte State Bank & Trust account.

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