Explore Our Services

The Lee Bank Difference

Discover Lee Bank’s integrated financial services. Our fiduciary officers, planners, and bankers work as one team to help you reach your estate and financial goals.

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Your Dedicated Team

Meet the individuals committed to acting in your best interest while guiding you through trust, estate, and wealth management decisions.

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Financial Planning

Whether you're planning for retirement, saving toward a major purchase, or seeking help managing your money, get personalized advice to support your financial goals from our financial wellness officer.

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Trust & Estate Administration

As the only independent community bank based in Berkshire County, Lee Bank provides local trust & estate administration rooted in clear communication and expert responsibility.

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October Mountain Financial Advisors

We’re proud to bring you the expertise of October Mountain Financial Advisors to help you plan for the future and beyond.

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Common Questions

Get the answers to your questions about our fiduciary services to better understand how fiduciary relationships work, what responsibilities are involved, and how these services support trust, estate, and wealth management decisions. 

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Protect, manage, and transfer your trust and estate with confidence.