Trust and Financial Planning

The Carlsbad National Bank's Trust and Personal Investment department is the oldest trust department in Carlsbad. We are Carlsbad's only locally-owned, full service trust company that offers a variety of trust and financial planning services to meet both your personal and business needs.

Benefits:

• Management of customer's investments
• Analysis of estate and income tax issues
• Provide efficient administration of your assets
• Arrange for a prototype profit-sharing, 401 (k) and money purchase pension plans for tax-deferred retirement planning.
• Manage your financial affairs even if you become unable to do so

You can be assured that no matter what the size or requirements of your account, the professionals in our Trust and Personal Investment Division will devote their best efforts to the details of your financial affairs.