Whether you're investing for your retirement, your children's education, medical expenses or any type of priority, you'll benefit from a relationship with a trustworthy advisor.
Smart financial planning begins with a trusted financial advisor on your side.
Diversify your portfolio
Plan for retirement
Save for college
Investment guidance you need to make the best decisions for your future
Osaic Institutions, Inc., located at Ives Bank, provides comprehensive financial advice tailored to your goals, risk tolerance and many other personal preferences. We take time to listen to you and to understand your current financial situation and future goals. Then we create a strategy that can help you get to where you want to be through a variety of investment options:
- Mutual funds
- Tax-deferred annuities
- Stocks
- Bonds
- Life insurance
- Long-term care insurance
- 529 plans
If you're interested in learning more about Osaic Institutions, Inc., located at Ives Bank, call or email to set up an appointment.
Kevin Smith, Financial Advisor - 203.262.2338 / [email protected]
Susan Setaro, Sales Assistant - 203.805.5880 / [email protected]
Savings solutions that fit your lifestyle
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Disclaimer
Investment and insurance products and services are offered through Osaic Institutions, Inc.. Member FINRA/SIPC. Osaic and the bank are not affiliated. Products and services made available through Osaic are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
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