Most people spend more time planning a vacation than planning their financial future. At PeoplesWealth Advisors, we help our clients identify where they would like to be in the future in order to determine if their financial plans are on track. We’re here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.
We base our advice on your goals and concerns. By taking a “snapshot” of where you are today, and listening to your feelings about financial strategy, we direct you toward investments and planning ideas that will help you work towards your goals.
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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.
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