Financial Services

Old Point Trust offers a wide range of services, including personal checking accounts to mortgages, investment options to safe deposit box rentals. Offers integrated investment, fiduciary and planning financial services. Services include investment research; asset management; performance analysis; estate and trust administration; financial, estate and tax planning; and employee benefit plans: including recordkeeping, plan administration and employee allocations. Offers mutual funds, annuities and discount brokerage.



Provides in-home services; bonded. Professional staff includes a Certified Financial Planner, a Chartered Financial Analyst, a Certified Public Accountant, a Certified Retirement Services Professional and an attorney.



Multiple locations around Virginia.  Search for a Location