Wealth Management

LPL Financial Located at Connecticut River Bank, N.A.  

At Connecticut River Bank, N.A., we are committed to helping our clients turn their aspirations and financial dreams into realities.  Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better -- your family, your business, your financial goals and your investments needs.

Through our relationship with LPL Financial, our clients have access to an array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products.  LPL is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and member FINRA/SIPC.

Products and Services

Stocks & Bonds                         Individual Retirement Accounts
Tax Advantaged InvestmentsBusiness Retirement Plans
Mutual FundsRetirement Planning
Annuities                                              Education Planning & 529 Plans              
Insurance ProductsProfessional Asset Management
Trust AccountsFinancial Estate Planning

To learn more about these and other investment options, please contact your local Connecticut River Bank, N.A. Branch or our Financial Consultant Kevin Beauregard at kevin.beauregard@lpl.com or call 603-357-9256. 

________________________________________________________________________________________________________

Securities offered through LPL Financial, member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates. Connecticut River Bank, N.A. is not a registered broker/dealers and is not affiliated with LPL Financial.  The investment products sold through LPL Financial are not insured Connecticut River Bank, N.A. deposits and are not FDIC insured.  These products are not obligations of the Connecticut River Bank, N.A. and are not endorsed, recommended or guaranteed by Connecticut River Bank, N.A. or any government agency.  The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA,CT,FL, MA, MD, ME, NC, NH, NY, OH, PA, SC, TX, VA, VT, WI, AZ, CO, SD, WV, GA.

FINRA  and SIPC


 

 

 

 

Connecticut River Bank Home Page