Today people look to financial institutions for more than just checking, savings
and loan services. They want to make the most of their assets through tax-conscious investing,
charitable giving, trusts, estate planning and other long-range planning services.
These expanded financial services are offered through Bank of Lancaster's
Investment Advantage
Department and Bay Trust Company. They offer the best alternatives for conservative,
cost-effective packages tailored to help you achieve your individual or business financial
goals.
Bay Banks of Virginia and its affiliates believe that the management of your assets is a
lifetime relationship.
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Bay Trust Company
1 North Main Street
P.O. Box 1958
Kilmarnock, VA 22482
(804) 435-4137
Toll Free: (888) 266-6880
- Wealth Management
- Investment Management Accounts
- Living Trust
- Testamentary Trust
- Rollover IRA
- Self Directed Custody
- Estate Planning
- Tax Planning
- Estate Administration
- Online Account Access
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Investment
Advantage
100 South Main Street
P. O. Box 1869
Kilmarnock, VA 22482
(804) 435-4152
Toll Free: (800) 435-1140
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Personal Investment Planning
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Brokerage Services
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Retirement Planning
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Insurance Planning
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Tax Planning
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Portfolio Management Advice
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Insurance Review and Analysis
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529 College Savings Plan
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Customized Employee Benefit Plans
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Online Account Access
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Certain products offered
through Bay Trust Company and Investment Advantage are not deposits and are:
NOT FDIC INSURED MAY
LOSE VALUE NOT BANK
GUARANTEED |
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