Financial Resources

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Charlotte State Bank & Trust is here to help. Whether you are growing a business, buying a home, or planning for your retirement, we offer a variety of products, services, and resources to help you. 

As a community bank, we provide a world of resources with a local touch. If you want to calculate a loan payment, get our routing number to set up a direct deposit for your new job, or just get an answer to a frequently asked question, we’ve got you covered.

Calculators

Explore, solve, and revisit your financial needs and opportunities. Choose a topic below to find the right calculator.

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My Money

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Created by the Florida Department of Financial Services, the My Money Program is a comprehensive and inclusive financial literacy program and resource clearinghouse for individuals with developmental disabilities, their family members, and caregivers.

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Kids’ Club

Kids are better prepared for the future when they learn about money sooner rather than later. Our kid-friendly tools make learning about finances fun!

Check It Out

Teens Lounge

Talking to teenagers can be hard, especially when it comes to important topics like managing money. Help your teenagers achieve their financial goals through engaging exercises and informational resources.

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Routing Number

Setting up direct deposit? Starting to make online payments? Get the information you need.

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FAQs

Get answers to the questions that are most frequently asked by Charlotte State Bank & Trust customers.

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Security Resources

Learn about the steps you can take to make your computer and personal information more secure.

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Blog

Diversification Saves in Down Markets

The Russell 3000 Index is made up of the largest 2,750 stocks in the United States.

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Which Estate Planning Documents Do I Need?

Estate planning is the process of deciding who will receive an individual’s assets, who will manage their financial affairs if incapacitated, and settle the estate after death. Estate planning is necessary for anyone who owns property that they wish to pass down to a relative, close friend, or charitable interests, and to name a guardian for minor children or provide care for pets. 

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Selling Low

The rule of thumb is to buy low and sell high.

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Get valuable insight and helpful advice from financial experts.

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