Skip to main content

RELAXYour future made easy.

As you prepare for whatever is ahead, turn to our experienced Wealth Management Officers for genuine support and educated guidance.

At Peoples Bank, we are committed to your success. Whether you are planning for retirement or have extra money you would like to invest in the markets, our professionals at Peoples Financial Group work one-on-one with you to achieve your unique investment goals.


Investment
Services

Explore your options for investing and see how they fit into your overall financial plan.

  • Stocks
  • Bonds
  • Mutual Funds
  • Corporate and Municipal Bonds
  • Exchange Traded Funds (ETFs)
  • Preferred Stocks
  • Agencies
  • Certificates of Deposit (CDs)
GWP

Guided Wealth
Portfolios

A digital investment tool designed to help you build a plan and work toward your financial objectives.

  • Online account access
  • Daily portfolio self-monitoring
  • Always-on, automatic market-movement-based rebalancing1
  • Tax-aware investing2
  • Automated tax-loss harvesting2
  • Smart capital gains awareness for trades
  • Automatic dividend reinvestment
  • Automated deposit investing

Learn More about GWP

1 Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

2 References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing

Insurance

Tailored insurance options are offered to provide you with added peace of mind and protection.

Learn More

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. Peoples Bank and Peoples Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name Peoples Financial Group, and may also be employees of Peoples Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Peoples Bank and Peoples Financial Group. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency - Not Bank Guaranteed - Not Bank Deposits or Obligations - May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.