PeoplesWealth Advisors Services

PeoplesWealth Advisors customize our services and create a strategy to help you pursue your financial goals. Review our services conveniently categorized by accumulation, protection, and conservation.

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.

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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.