Investment Services
If you're looking to invest for the future - whether it's for your retirement or a child's education, CSB can help you get to where you want to be. We can offer you:
- 529 College Savings Plans.* With benefits like tax-deferred growth, tax-free qualified withdrawals, no income-level restrictions, and higher contribution limits, 529 College Savings Plans are one of the smartest ways to save for a child's education.1 And this attractive savings option is now available through CSB.
- Coverdell Education Savings Account. Formerly the Education IRA, this tax-free college savings vehicle is an attractive option for families who also want to save for elementary and secondary school expenses.
- Trust and Investment Management Services.* If you have an investment portfolio of $200,000 or more, or require trust services to preserve your assets for your beneficiaries, draw on the expertise of Cambridge Appleton Trust, a joint venture between CSB and Appleton Partners, Inc. Investment Managers average over 25 years of experience and have a proven track record of managing investments in diverse market conditions.
Wondering how your investments will grow over the years? Try our investment calculators.
To speak with a CSB Investment Professional about your investment needs, visit your nearest CSB Banking Center or call (617) 864-8700. Click here to request information on mutual funds available at CSB.
1 According to the Tax Relief "Act" of 2001, beginning on Jan. 1, 2002, withdrawals for qualified higher education expenses are free from federal income tax. State income taxes may continue to apply. The provisions exempting earnings on qualified withdrawals from federal income tax expire on 12/31/10, requiring the government to take some further action in order for these provisions to remain in effect after 12/31/10. For more information on tax consequences, consult your tax advisor. Securities and insurance products are not bank products and are not insured or guaranteed by the FDIC, by any other government agency or by DIF. The market value of securities and mutual funds are subject to risk, may fluctuate in value, and may result in a loss of principal. Please review the prospectus carefully before investing or sending money. These Plans are offered by Advest, Inc., member NYSE, NASD, SIPC, an AXA Financial Company, One Federal Street, Boston, MA 02110.
*Investments and Mutual Funds are not insured by FDIC or DIF.
No Bank Guarantee.
