CFSG Trust & Investments

Community Financial Services Group, LLC  -  Strategic Alliance Partner with Peoples Trust Company

Peoples Trust Company is proud to provide customers with comprehensive trust and investment services through our strategic partner, Community Financial Services Group, LLC (CFSG).

CFSG’s Services Include:

  • Investment Management
  • Trust Administration
  • Asset Allocation & Income Planning
  • Estate Planning
  • Saving & Reducing Estate Taxes
  • Mutual Funds & Insurance Products

James will be glad to meet at any Peoples Trust Company location or other more convenient locations.

For more information, visit the CFSG website

Disclosure:

  • Not FDIC Insured
  • May Lose Value
  • No Bank Guarantee
James Towne

James Towne

Trust Officer

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