Our Services

At Grove Bank & Trust, we help clients identify their goals and work in collaboration to build a comprehensive, hollistic plan.

Our objective is to earn our clients' confidence. We strive to develop personal relationships with each and every client, provide financial education, and develop comprehensive plans to meet their goals and objectives.

We offer an open architecture investment platform, which allows you to invest in funds and vehicles from other institutions and investment companies, and select managers on a best strategies basis to build a customized portfolio for each investor.

Investment management
Wealth management
Fiduciary banking services
Guardianship services and special needs trusts
Estate settlement
Personal giving, charitable trusts, foundation management
IRAs and retirement accounts
Review of wills, trusts & financial planning
Insurance policy review – life insurance, P&C, and liability
Multi-generational planning, family governance
Bill payment & concierge services
Assistance with budgets and distribution strategies