We understand the value and importance of building trust and personal relationships with our customers. Our team of dedicated financial advisers is committed to helping you work toward planning for a bright financial future.
Whether your goals are simple or complex, to pursue them effectively you should have a comprehensive financial plan that may include:
- A realistic investment strategy that seeks to achieve your desired level of return without taking on more risk than you can tolerate
- A retirement plan that will help ensure that you have the income you need for as long as you live
- College and education saving plans that address steadily rising costs
- An estate plan that meets your goals for charitable giving and the effective transfer of wealth to your heirs
Planning for your financial future is one of the most important things you will ever do, so having access to resources and unbiased advice from a trusted partner can be invaluable. Through our partnership with www.lpl.com, we can help you pursue your goals and work toward turning your financial dreams into a reality. Our goal is to provide you with high quality, comprehensive services in an atmosphere that allows us to get to know you, your family, your business and your goals and financial needs. We offer a wide range of non-proprietary products and services, which means you receive financial guidance and an assurance that YOUR best interests always come first.
To start your conversation about financial planning or to learn more about these and other investment options contact one of our financial advisors.
*In certain situations, Financial Institutions may have an affiliated broker/dealer and/or registered investment advisory firm – in those situations, the agreement may require LPL to compensate that affiliate, rather than the Financial Institution, directly.
Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL affiliate, please note LPL makes no representation with respect to such entity. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, the bank/credit union. Securities and insurance offered through LPL or its affiliates are:
|Not FDIC/NCUA Insured||Not Bank/Credit Union Guaranteed||May Lose Value||Not Guaranteed by any Government Agency||Not a Bank/Credit Union Deposit|
Your Bank ("Financial Institution") provides referrals to financial professionals of PL Financial LLC (*LPL") pursuant to an agreement that allows PL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for advisory services.”
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
2628 East Main Road Portsmouth, RI 02871
East Greenwich Branch
1000 Division Street, East Greenwich, RI 02818