October is #FinancialPlanningMonth 🌟 Financial planning can be complex and intimidating, but it’s never too late to begin. It encompasses gaining a comprehensive understanding of your financial standing, managing your budget and taxes, financing significant purchases, safeguarding assets and income, investing, and preparing for the future. At Cape Ann Savings Trust & Financial Services, we’re here to assist every step of the way and it all begins with a simple conversation. Learn more here: https://lnkd.in/euMf_ZTH Investments purchased through the Cape Ann Savings Trust & Financial Services Department are not FDIC insured, not FDIC guaranteed, not bank guaranteed and may lose principal value.
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Have you ever wondered what an Estate Plan is and what it can do for you? Estate Planning involves creating a legal framework to manage your assets and affairs in the event of incapacity or death. By having these documents in place, you can protect your assets, ensure your final wishes are carried out, and provide for your loved ones. Come learn from us— it all starts with a conversation. Investments purchased through the Cape Ann Savings Trust & Financial Services Department are not FDIC insured, not FDIC guaranteed, not bank guaranteed and may lose principal value.
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We had a great turnout Saturday at Cape Ann Savings Bank's Free Shred Day, hosted at our Granite Branch parking lot in Rockport. The weather cooperated and the truck left at noon nearly filled! Thank you to our Shred Day team of Bank employees, led by our Rockport Branch Manager Patrice Exilus and to the shredding company, Shred-it! Here are a few photos of our team! #Shredday #Shredit #Community #CapeAnn
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Today is National Hero Day, celebrating goodness and heroes are everywhere! From our active service men and women, our beloved veterans to first responders, health care workers, teachers, and citizens who go above and beyond the call of duty. A hero can be a friend or loved one who has gone that extra mile to help you or that person who risked their life, jumping into raging flood waters to save someone in peril. Our Branch Managers recently visited our local first responders in Gloucester, Rockport, and Manchester-by-the-Sea, bringing them some sweet treats in thanks for all that they do. Thank you to all of our community heroes. You make a difference! #nationalheroday #goodnessiseverywhere
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Cape Ann Savings Trust & Financial Services provides a wide range of solutions to help achieve your financial goals. Schedule an appointment and learn how we can assist you in selecting options that best suit your needs. Learn more here: https://lnkd.in/euMf_ZTH Investments purchased through the Cape Ann Savings Trust & Financial Services Department are not FDIC insured, not FDIC guaranteed, not bank guaranteed and may lose principal value.
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At Cape Ann Savings Trust & Financial Services, we can help you find the answers to these important questions and prepare for retirement. Learn more here: https://lnkd.in/euMf_ZTH Investments purchased through the Cape Ann Savings Trust & Financial Services Department are not FDIC insured, not FDIC guaranteed, not bank guaranteed and may lose principal value.
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CASB team members Kevin Noyes, SVP, Retail Banking and Patrice Exilus, Branch Manager of our Rockport Branch totally enjoyed meeting the GCACC team and making connections with some members at the latest Coffee & Connections session. Thank you GCACC for supporting local business and for offering events like this to connect business people in our community! #GreaterCapeAnnChamber #Connections #Networking #BusinessToBusiness #Community #CapeAnn
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Check out our brand new Trust & Financial Services banner at the Gloucester Crossing Branch! Our team can help you consolidate retirement accounts, invest for the future, and help protect assets for your family. Learn more at: https://lnkd.in/dQU4uW56 Investments purchased through the Cape Ann Savings Trust & Financial Services Department are not FDIC insured, not FDIC guaranteed, not bank guaranteed, and may lose principal value. #CapeAnnSavingsBank #Gloucester #NorthShoreMA #FinancialPlanning #FinancialServices
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Cape Ann Savings Bank is pleased to announce Starry Poe has joined as VP, Chief Human Resources Officer. Starry brings over thirty years of Banking and Human Resources experience to the position. Starting her career in retail banking, Starry gained experience in every position within a bank branch from teller to branch manager, before transitioning to Human Resources. Most recently Starry held the position of VP, Director of Human Resources at Webster First Federal Credit Union. In the HR role, Starry is most proud of making a difference with employees with her daily interactions. Looking through the lens of the employee prior to making recommendations or decisions is key and as Starry says, “Human comes before the Resources.” When asked about joining the CASB team Starry states, “I am elated for the opportunity to work alongside Marianne and team, the camaraderie since stepping foot in the door has shown me a glimpse of the culture and what’s to come – I am truly looking forward to my journey!” President Marianne Smith stated, “we are very fortunate to have Starry join the Senior Management Team of the Cape Ann Savings Bank, individuals with her caliber of experience in both banking and human resources don’t come along often. The energy and enthusiasm that Starry brings to this newly created position is contagious, I look forward to seeing it blossom throughout the organization.“ A resident of Saugus, Starry has been involved in several North Shore non-profit organizations having served on various boards and committees such as Operations Bootstrap, Lynn, Visiting Nurses and Community Health in Arlington, West Medford Community Center, Medford, and Building Bridges through Music, Lynn. She earned a Bachelor of Science Degree in Business Administration, followed by earning her MBA at the New England College of Business and Finance, Cambridge College in Boston, MA. Starry holds a certification as an FDIC Facilitator and received an award by Wells Fargo of “Business Banker of the Year”. When Starry is not at the office, one may find her immersed in her passion for home décor and organizing, singing, or simply watching a good movie.
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Happy Labor Day! A reminder that all Bank offices are closed today, Monday, 9/2 for Labor Day. Our ATMs, Online, Mobile, and Telephone Banking Services are available 24/7. #Banking #LocalBank #LaborDay #CapeAnn #CapeAnnSavingsBank
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