| | | | Many Happy ReturnsThe tax and accounting team at CB&T Wealth Management offers an extensive range of services, the primary purpose of each being to minimize your income and estate taxes. We provide financial reporting and record keeping, and coordinate comprehensive return preparation, all based on your long-range financial strategy and the critical recommendations of your portfolio management team.
Banking and Cash Management
Proprietary Services, Confidential Transactions
CB&T Wealth Management offers a list of private banking services designed to serve the complex financial needs of our clients. We coordinate these proprietary services, handling sensitive financial transactions in a closed, confidential setting that serves as a buffer for unwanted inquiries and solicitations.
Some of the many services available to our clients are listed below.
- Personal lines of credit at extremely favorable rates, negotiated with the collective financial strength of our clients.
- Specialized real estate loans for residences with rates and terms outside normal bank parameters.
- Commercial loans supporting investments at extremely favorable rates.
- Household bill payment and account reconciliation with easy-to-read summary reports.
- Management of seasonal residences including bill payment and coordination of vendors.
- Flexible Credit Cards that address your unique credit and spending requirements.
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2006-2008
Central Bancorp. All rights reserved
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