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Choosing a trust and investment advisor is an important business decision, but it's more than just business. It's also a very personal choice that should result in an association that combines confidence, trust and an in-depth understanding of the customers needs and goals. NBT Bank's Trust and Investment Division focuses on building just that kind of relationship.

Trust and investment services are among the most personal products offered by NBT Bank. Our complete range of services includes:

Investment Management.

NBT Bank serves as an investment advisor to individuals, businesses and non-profit organizations.

Estate Settlement.

As executor or agent of an estate, our professionals make sure that plans are carried out efficiently and effectively, attending to every need that arises.

Wills and Trusts.

Pennstar Bank can act as executor or trustee, offering a full range of fiduciary services.

Employee Benefit Plans.

We offer quality retirement products to businesses large and small, including Defined Benefit Plans, 401(k)s, Keogh Plans and Profit Sharing Plans.

Charitable Trusts.

We can plan a gifting program to be enacted during the customer's lifetime or under his or her will.

Fiduciary Tax and Accounting Preparation.

For those acting in a fiduciary capacity, Pennstar Bank can act as agent and prepare estate and fiduciary tax returns and the estate's final accounting. We can even assist with any administration needs.

Estate and Retirement Planning.

We can assist individuals in a variety of capacities as they protect their assets and plan for the future.

Custodial Services.

We offer support to those managing their own investment portfolios by providing valuable services designed to simplify the task.
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