Corporate & Institutional Trust

Retirement and Education Accounts

Going beyond the simple savings account, we can invest your retirement savings in a variety of stocks, bonds, and mutual funds. Partner with your local bank and know that our friendly, familiar staff members will always be available to answer your questions. PB&T Bank offers a full menu of business banking services, so you can get all of your needs met in the same place.

• Keogh Plans: This is a type of retirement account specifically for self-employed individuals and employees of small businesses.
• Self-Directed IRA: This is a type of Individual Retirement Account that permits alternative investments such as real estate, private companies, and more.
• SEP IRA: ASimplified Employee Pension Individual Retirement Account enables business owners to offer retirement benefits to company employees.
• Roth IRA: Offers tax savings upon withdrawal of the funds at retirement.
• Education IRAs: A tax-advantaged investment account to be used for primary and higher education expenses.

Cash Management

Businesses and corporations that have excess cash balances but still need to maintain liquidity may benefit from a cash management agency. These accounts give you the flexibility to manage your investable cash balances. Manage your funds with efficiency to save time, lower fees, and maximize profit. With cash management from PB&T Bank, you can ensure your bills are paid on time, automate recurring expenses, and put any extra cash to work for you. Partner with PB&T Bank for local cash management services that complement your other bank and loan accounts.

Escrow Agent

Some professional services firms, such as law and real estate, require escrow accounts to keep certain client money separate from regular business accounts. Turn to your local community bank to add escrow services to your existing business accounts. PB&T Bank will act as your escrow agent in all corporate arrangements. We also provide personal escrow services to individuals. Our professional staff members have years of experience in matters of escrow and Colorado state law.

Learn More About Corporate & Institutional Trust Services Today!

Put our experience and resources to work for you. As your professional fiduciary, Pueblo Bank & Trust is ready to carry out your retirement account, cash management, and escrow agent needs. When you contact our friendly staff, you can expect to talk to someone with deep knowledge who understands that every situation is unique and requires personalized service.

Give our Trust & Investment Services team a call to answer any questions. Learn more about online account access and enroll today!

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Investment Products:

• Not FDIC Insured
• No Bank Guarantee
• May Lose Value