As your family grows and changes, we are here to support you every step of the way with financial solutions tailored to your unique needs.
Comprehensive Financial Plans
Our advisors work one-on-one with you to discover where you currently stand financially, pinpoint your unique financial goals, and create a customized package of products that will guide you on a path toward success.
We know saving for college can be difficult. Our wealth professionals help make it manageable. By facilitating multi-generational transfers of wealth, we can optimize your college savings and build a clear path toward securing next-generation education for your family’s future.
Peoples Bank is the right partner to support your goals, your life, and the future of your finances. We have a dedicated team here to listen and learn about you and your family, what's important to you, and offer insurance solutions that are tailored to your needs. Because that's what you deserve, a partner who is here to help you make the best decisions and help drive your finances forward while providing valuable protection to your assets.
You do your best to look after your family, we help you find solutions to support them after you're gone. Peoples Bank has the knowledge and experience you need when creating a life insurance policy, and can help you make sure your finances and assets are moving in the right direction with flexible terms and affordable premiums. Contact us today to learn more.
Long-Term care insurance
When you need help covering the cost of long-term care, we have the solutions to help. Preserve your estate without depleting your assets with long-term care insurance, so you can feel confident knowing you chose the right partner to protect you, your family, and your hard-earned money.
You have goals, we have solutions to help support those goals. Talk to a Wealth Management Officer about fixed-rate annuities. They can offer tax-deferred growth of investment earnings to encourage long-term savings and provide a steady source of retirement income, so you can achieve the healthy financial future you have always wanted.