Are You Prepared? Get expert advice to help ensure and protect your financial legacy at our free educational seminars.

Hurricane Relief Resources

Community Banking: Where Trust and Personal Attention Thrive

Posted by Larry McLaren on Feb 6, 2023 11:32:29 AM

Share this blog post

    
two men sitting and talking

Our Crews banking family, made up of four individual banks: Charlotte State Bank & Trust, Crews Bank & Trust, Englewood Bank & Trust, and Wauchula State Bank, has helped customers with their banking needs for more than 90 years and is supported by four generations of leadership.

When banking with us, you won’t walk through our doors and become another string of numbers in an account. Our highly trained professionals take the time to get to know our clients. That’s the difference of doing business with a community bank.

No matter where you are in your life journey, we are here to help you achieve your financial goals. Whether you are a recent college graduate, an established investor, a business executive of a mid-sized company, or a grandparent looking to preserve your assets, we have the tools to help you get on the right path.

 

DSC08758

Personal Banking

Each of our personal checking and savings accounts feature exclusive services for easily managing your income and expenses. Services you can readily access to enhance your banking experience include:

  • Online Banking with Bill Pay
  • Visa® Debit Card with in-app controls
  • Automated Telephone Banking 
  • Mobile Banking and Mobile Check Deposit
  • Person-to-Person Payments with Zelle®
  • Free unlimited check writing
  • Check images included with monthly statement
  • Overdraft protection coverage
  • Multiple saving account options
  • Apple Pay, Samsung Pay, Google Pay
  • Credit Cards

Business Banking

We have learned what businesses need by listening to them closely. Our experienced business banking specialists can offer you custom solutions for your company’s specific needs. Our business services include:

  • A variety of checking and savings accounts
  • Credit cards
  • Online and mobile banking
  • Automatic bill pay
  • Quicken and QuickBooks programs
  • ACH Origination
  • Remote Deposit Now
  • Merchant Services
  • Positive Pay
  • Visa® Business Debit Card
  • Payroll Services
  • Banking options for Money Service Businesses

 

Loans

We pride ourselves on quick, local decisions. Each of our loan options offer flexible terms and a quick and easy application process guided by a friendly, experience lender. Our lenders can tailor a loan to fit your needs:

  • Consumer loans
  • Residential Mortgages (both conventional and jumbo) 
  • Home Equity Lines of Credit 
  • Commercial real estate loans 
  • Business term loans 
  • Business lines of credit

 

Trust, Estate and Investment Services – Arcadia, Englewood, North Port, Port Charlotte, Punta Gorda, Sarasota and Venice

Charlotte State Bank & Trust, Crews Bank & Trust and Englewood Bank & Trust have trust services that can help ensure your assets are managed the way you want. Throughout the year, we offer estate planning and investment seminars. Our experienced professionals can personally help guide you and your family through estate-planning issues and offer strategies that may help secure your family’s financial future for years to come. We will utilize our expertise to meet a number of objectives simultaneously, providing for your personal needs for the remainder of your lifetime and using effective techniques for passing on assets to your heirs:

  • IRA and Roth IRA Management
  • Public or Private Foundation Management
  • Guardianship Management
  • Review and analyze existing will, trust, power of attorney, living will and health care surrogate documents
  • Portfolio customization based on client risk tolerance and investment objectives
  • Individual equity and fixed-income portfolio management
  • Use of Exchange Traded Funds

 

Wealth Management Services - Wauchula

No matter what your personal or business goals may be, Wauchula State Bank has the financial management services you need, including:

  • Retirement Planning
  • Education Planning
  • Mutual Funds
  • Tax Deferred Annuities
  • Life Insurance
  • Stocks and Bonds
  • 401(k) Rollover and IRAs
  • Long Term Care Insurance
  • Building Wealth

Explore your options with our retirement planners. Our team of highly trained professionals is committed to helping Hardee, Highlands, and Polk County residents reach their full potential.

In the world we live in, it’s easy to get lost in a sea of information and become just another data point. With the Crews banking family, you can rest assured that we will never treat you as simply a number. We pledge to be here for you now and for generations to come.