Investment and Planning Services
We've all got dreams. And we've all heard the concerns about Social Security. One of the few things we can count on for our future economic well-being is ourselves. But with all the options available, finding a trusted financial consultant could be one of the most important decisions you'll make.
As a full-service investment management office, we offer clients access to an assortment of quality, non-proprietary investments and services, including:
Everyone has a dream. Work with us to design an investment strategy to help you pursue your retirement goals.
Aim to protect what you have earned and plan to seek preservation of wealth from generation to generation.
Investment Portfolio Analysis
Stay informed about how your investments are performing, and be equipped to make adjustments and act on new opportunities.
Plan for your future with life, disability and long-term care insurance and feel confident that you and your heirs are well cared-for.
Time flies. Plan now to ensure you’re ready when your children are.
Annual Portfolio Review
An annual review of your holdings helps ensure you stay on track with your goals.
About Peoples Investments
Peoples Investments offers access to products and services offered by LPL Financial. LPL Financial offers access to all facets of investing products and services including but not limited to mutual funds, stocks, bonds, treasuries and portfolio evaluation.
Peoples Investments located at Peoples Bank is designed to assist you in fully integrating all your financial activities into one convenient location.
LPL Financial prides itself on offering access to non-proprietary products only. This helps ensure objectivity in the recommendations made by LPL Financial representatives.