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Our Wealth Management Services
Our wealth management services have assisted the communities in Central Pennsylvania and Northern Maryland since the mid-1800s. We’re not just bankers in areas like York and Lancaster, Pennsylvania, and Baltimore, Maryland — we’re part of the neighborhood, and we’re proud to help our neighbors secure their futures financially.
When you come to PeoplesBank for wealth management, we take your trust in us seriously, and we’ll do everything we can to make sure our services satisfy all your needs. Our signature preferred financial solutions will help you make the most of your net worth. Take a look at some of the things we can do for you.
| Accumulation | Protection | Conservation |
|---|---|---|
| Retirement & Education Planning | Life Insurance | Estate Planning |
| 401(k) Rollovers & Distributions | Long Term Care Insurance* | Business Continuation |
| Mutual Fund Investing | Employee Benefits | Gifting & Charitable Planning |
| IRA & CD Alternatives | Disability Benefits* | |
| Tax Deferred & Tax Exempt | ||
| Tax Sheltered Annuities 403(b) |
| Retirement Plans for Businesses | |
| 401k | 403b |
| Simple IRA | Simplified Employee Plan (SEP) |
* These products are not offered through LPL Financial, Inc.
To learn more, contact one of our team members!
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are 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. PeoplesBank and PeoplesWealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using PeoplesWealth Advisors, and may also be employees of PeoplesBank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, PeoplesBank or PeoplesWealth Advisors. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with the residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.