About Us

About Us

Community National Bank’s Retirement Plans Division has 30 years of experience as an IRA custodian serving our customers nationwide. Our experience includes providing administration and custody services for alternative and traditional investments in Traditional IRAs, Roth IRAs, and Simplified Employee Pension Plans – SEPs.

Our shared vision is to provide excellent customer service as a cost-effective custodian solution. We are small enough to care, but large enough to meet your needs.

Mission Statement

Community National Bank is committed to serving our markets as a trusted neighbor; providing innovative, quality products. Our dedicated staff will exceed customer expectations as a valued partner.

Why Choose Community National Bank?

  • Reasonable fees – We make every effort to maintain our fees at a reasonable level for the service we provide.

  • Efficiency of processing – A hard-working, service-oriented staff, make next day turnaround on paperwork the norm rather than the exception.

  • Reliability – We pride ourselves on not only a timely turnaround, but accuracy of processing of transactions.

  • Account Access – Our online access is one of the most user-friendly of Self-Directed IRA custodians, and we work to make sure it stays that way.

  • You have the ability to work with an investment advisor of your choice or self-direct your own account.

  • During normal business hours you will receive a personal greeting from one of our personnel.

  • Our personnel have the expertise, through training and experience, to assist you with questions regarding the rules and regulations of IRAs.

You are urged to seek professional guidance and/or consider proper diversification and risk tolerance before directing any investment activity. Community National Bank (CNB) does not recommend or evaluate the prudence, merit, viability or suitability of any investment and will not be responsible for the performance of any investment product. CNB will provide custodial services with respect to the investments in your IRA, but we do not provide investment advice or information, nor are we the agent, partner, employee, representative, or affiliate of any financial representative, product sponsor or other individual or entity except as otherwise disclosed. We are not responsible for and are not bound by any representations, warranties, statements, agreements, disclosures, advice or information made by any such person beyond the terms and provisions contained in the CNB Custodial Agreement, Disclosure Statements, or other CNB forms or CNB documents.