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Whether you are just starting out, own your own business or retiring, Kentucky Bank can help with a variety of savings strategies, including trust, brokerage, and investment services. We can help you to evaluate your investments and design a retirement plan. Please stop by and let us help you make decisions to help address your goals.
For Inquires Regarding Kentucky Bank's Trust Benefits please contact:
Clark Nyberg
Vice President of Wealth Management
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Potential Clients
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Trust Benefits
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Individuals with money in multiple banks, credit unions or inherited cash or securities.
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Our Trust Department enhances our banking services by offering access to investment products and services. If you wish, we'll help you manage your funds.
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Elderly persons who are not able to manage their money and need help in paying bills and accounting for their investments.
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Our Trust Department offers bill-paying services. We can provide an accounting of all receipts and disbursements plus tax information regarding your investments.
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Persons wanting to invest in a variety of funds without the pressure of a broker wanting to buy/sell every other day.
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Kentucky Bank's Trust Department allows an individual to have an objective third-party review of their investments. Investment options are discussed and decisions can be made based on your goals and desires.
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People wanting the bank to serve as the executor and/or trustee of their estate.
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Kentucky Bank's Trust Department provides an impartial party to carry out the requests of the deceased as described in their will.
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For Inquiries Regarding Kentucky Bank's Investment Services contact UVEST Financial Services:
James Gray
UVEST Financial Consultant
859-988-1415
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Potential Clients
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Investment Services
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Retirees receiving a lump-sum settlement from their employer.
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Rolling over retirement benefits to an individual retirement account allows an individual an opportunity to receive information as well as advice on retirement investments.
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Parents planning for college expenses.
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Better late than never is excellent advice to all parents. The sooner parents begin a college investment strategy, the better. Kentucky Bank's Financial Consultants can help establish a 529 Plan for your children and grandchildren.
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Self-employed persons.
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Our Financial Consultants can provide access to a long-term retirement investment strategy for those individuals whose job offers no retirement plan.
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Persons wanting higher or tax-advantaged yields on their investment dollars.
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Are you satisfied with your current return on investments? Our Financial Consultants can offer information on tax-advantaged income as well as various investment options.
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Individuals and businesses wanting the benefits insurance coverage.
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Our Financial Consultants offer access to long-term care insurance as well as term, whole life, universal, key man insurance and buy/sell agreements.
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Securities and insurance products are offered by UVEST Financial Services and its affiliates, member FINRA and SIPC. UVEST and Kentucky Bank are independent entities.
- Not FDIC Insured
- Not Bank Guaranteed
- May Lose Value
- Not Guaranteed by any Government Agency
- Not a Bank Deposit
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services's is U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
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