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Trust & Investments

Expertise from a community partner you can trust.


Services you can trust

Since 1963, Exchange Bank has helped clients achieve their individual goals of preserving, growing and transferring wealth from one generation to the next. Today, our team of experienced professionals provides services in the following areas:

  • Trust administration
  • Investment management
  • Retirement plans and individual retirement accounts

Trust & Investment account access

Access your investment portfolio or trust account

Retirement plan account access

Access your employer-sponsored 401(k), 403(b) or 457 retirement plan

Deposit and loan products are offered by Exchange Bank, Member FDIC and Equal Housing Lender. Trust and investment management services are offered by Exchange Bank Trust and Investment Management. Exchange Bank investment products are:
Always consult with your independent attorney or tax advisor before making any tax-related financial decision, or changing or implementing any financial, tax or estate planning strategy.