|
|
|
SBT Investment Services, Inc. is pleased to offer access to a comprehensive array of investment services through LPL Financial and its affiliates.* Our Financial Advisors,* registered representatives of LPL Financial, stand ready to tailor these products and services to pursue your unique needs and goals.
The services provided are:
Planning & Guidance
- Comprehensive Financial Plans
- Retirement Savings Plans
- Retirement Income Management Plans
- College Savings Plans
- Asset Allocation Plans
- Portfolio Reviews
Retirement
- Retirement Savings
- IRAs
- 401(k) and 403(b) Plans
- SEPs
- 401(k) / 403(b) Rollovers
- Retirement Income Products
Investment Services
- Stocks, Bonds and CDs
- Mutual Funds
- Money Market Funds
- Separately Managed Accounts
- Brokerage Services
Insurance
- Life Insurance
- Fixed and Variable Annuities
- Immediate Annuities
- Long Term Care Insurance
Trust
- Trust Services offered through The Private Trust Company, N.A., an affiliate of LPL Financial.
|
|
|
* The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Connecticut, Arizona, California, Florida, Maryland, Massachusetts, New Hampshire, New York, Rhode Island, Texas, Virginia, Washington.
Securities, advisory services and insurance products offered through LPL Financial and its affiliates, a registered investment advisor, Member FINRA/SIPC.
| NOT FDIC INSURED. |
NO BANK GUARANTEE. |
MAY LOSE VALUE. |
| NOT A DEPOSIT. |
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. |
Simsbury Bank and SBT Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.
|
|
|
|
