Effective investment planning begins with the kind of personal attention you want from a trusted local advisor. Tell us how involved you'd like us to be in planning your future. Our Wealth Advisors can help you choose:
When your money is held locally, you have more control to simplify the investment process. Peoples Bank offers many investment account options and service to suit your needs! Let us help you determine what accounts are most suitable to achieve your goals.
Our Wealth Advisors develop custom financial plans and investment strategies that are designed to grow and safeguard your assets. We will provide input and help you determine the best course of action with investment opportunities like stocks, bonds, mutual funds, CDs, and more!
Your family’s well-being and financial security are your top priority – we make it ours. When making short- or long-term plans for your financial health and retirement plan, rely on your Wealth Advisor to ensure you’re getting the right guidance for your goals and your family’s financial future.
Obtain a free detailed Portfolio Analysis and Review with no obligation. Receive 10% off your first year wealth management fee when you open an account.