Trust Financial Services - Crews Bank & Trust - Investment Services

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All of our locations will be closed on Monday, September 7, in celebration of Labor Day. Remember, you can bank anytime, anywhere with online and mobile banking.

Our new Fort Myers branch is open! Visit us at The Parks Shops at Andrea Lane, 14261 S Tamiami Trail Unit 5.

Enjoying a secure financial future all comes down to making mindful decisions today.

We get to know you and your dreams before pursuing your financial goals together. Then we help you secure your future by fitting our investment services to your needs. We’ll help you understand all the options available to you for managing your personal, family or business finances.

No matter what your personal or business goals may be, we are here to help:

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

Chart of the Day: Estate Plan Ownership

Chart of the Day

Chart of the Day: Estate Plan Ownership

September 3, 2026

Today’s Chart of the Day comes Trust & Will's 2026 Estate Planning Report: Key Findings and Trends and breaks down estate planning participation...

Chart of the Day: Wider Winners Circle

Chart of the Day: Wider Winners Circle

September 1, 2026

Today’s Chart of the Day created in YCharts with data from Morningstar compares the performance of the S&P 500 with small-cap, mid-cap, and...

Chart of the Day: NIL College Compensation

Chart of the Day

Chart of the Day: NIL College Compensation

August 27, 2026

With the return of college football, Saturdays across the country are loud and rowdy yet again. Today’s Chart of the Day from Crystal Capital...