Liquidity and Account Solutions

Let us help you navigate your small business needs.

From consulting services to planning assistance, we offer guidance you can trust. 

Expert assistance
Services are offered through The Bishop Wealth Management Group of Janney Montgomery Scott.
For more than 30 years, Bishop has offered a comprehensive approach to building relationships with business clients.
Getting to know you
By taking the time to understand your business goals and finances, we can help you move forward with confidence.
A top-notch team
Our knowledgeable business consultants are ready to advise you on a wide variety of financial topics.

Let us leverage our expertise for your benefit

At Community Bank, we provide business customers with direct access to The Bishop Wealth Management Group of Janney Montgomery Scott. From benefits analysis to executive compensation, and from ownership structuring to merger planning, this team of professionals can help you navigate all of your unique needs.

  • Business owner advisor services
  • Entity ownership structuring
  • Business growth consulting
  • Value coordination
  • Buy/sell agreement consulting
  • Business succession planning
  • Pre- and post-transaction planning
  • Debt and financing solutions
  • Corporate benefits analysis
  • Executive compensation

The BISHOP WEALTH MANAGEMENT GROUP provides investment services to the clients of Community Bank through Community Bank Wealth Management Services. Community Bank Wealth Management offers wealth management services through The Bishop Wealth Management Group, Janney Montgomery Scott LLC member NYSE, FINRA, SIPC. Investments provided through Janney Montgomery Scott 1. are not insured by the FDIC, 2. are not deposits or guaranteed by your bank, 3. are subject to risks including the loss of principal. Traditional wealth management services and complete financial planning services are provided. The financial planning is done in conjunction with an individual’s current legal and tax professionals.

Community Bank has certain employees who are current clients of the Investment Adviser, Janney. Community Bank has an arrangement with Janney to refer Community Bank clients, including investment advisory clients, to Janney. Community Bank has a conflict of interest in referring you to Janney because we are compensated by Janney for client referrals through direct cash compensation for our Testimonial or Endorsement of Janney should you become an advisory client of Janney. Janney may refer clients to Community Bank upon an unsolicited client request.

Janney Montgomery Scott LLC nor its Financial Advisors provide tax, legal, or accounting advice. Please consult with the appropriate professional for advice concerning our particular circumstances.