Retirement Plans
Trust us for a care-free retirement.

Citizens~Union Savings Bank offers managed retirement plans for your business and individual needs through our Trust department. Our professional investment managers will monitor your account to ensure that you maximize your savings potential for a comfortable retirement.

Trust Services

IRAs

  • Self-directed.
  • Managed.
  • IRA Rollovers.

    401 (k)

  • Flexible 401(k) Prototype Plan document.
  • Investment management services.

    Profit Sharing and Pension Plans

  • Investment management services.

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