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Having A Plan

At CBTx, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future and exit strategy can be a daunting task. That's where CBTx can help you. We're trained, licensed professionals, and we can draw on years of financial planning experience when creating a long-term strategy. Whether your concern is paying too much in taxes, matters of estate planning, or not having enough money to last throughout your retirement, we can help you.

We have been able to assist in establishing special needs trusts, revocable trusts, irrevocable trusts, and endowment trusts for businesses and individuals wanting to protect their assets for generations to come. Whether you're looking to open a trust account or just looking to have professionals manage and grow your wealth, we are able to assist you.

CBTx offers clients an impressive depth of expertise in investment planning, insurance, and estate planning.

During Commercial Bank's 119 years in the banking business, we have provided comprehensive financial advice to numerous investors over the span of multiple generations.

All of Commercial Bank's advisors hold a variety of professional designations and are well versed in a number of financial disciplines. Our combined education and experience position us to offer broad-based financial advice that our clients can trust.

Please contact us today to get in touch with one of our wealth management and trust officers.
We are committed team and are happy to serve you.