In observance of Martin Luther King Day, all of our locations will be closed on Monday, Jan. 18.
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.
Establishing a trust relationship ensures that your assets are managed tomorrow the way you manage them today, for your personal benefit and the benefit of your heirs.
Charlotte State Bank & Trust's professionals will help you answer important questions such as:
Our trust and investment experts will help you meet your financial objectives by identifying investment, tax, and estate planning opportunities suitable to you.
Let us help you with your personal Trust needs. Start with a discussion of your needs and a complimentary review of your current documents and investment portfolio.
Please call Christine Hause at (941) 624-1917 or toll-free at 1-(888) 624-5454. Or if you prefer, email Christine at firstname.lastname@example.org. Please include your contact information and the time you prefer to be contacted.
Get an experienced trust officer’s perspective on Estate Planning and Asset Management. Attend a free seminar.Learn More
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