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Peoples Bank

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Investment Services

Peoples Financial can help you identify your own personal goals and develop an individualized plan to reach those goals. No matter what your goals or objectives are, we can provide guidance with access to a range of services including:
  • Retirement Planning
    • Traditional and Roth IRAs
  • Asset Allocation
  • Portfolio Review
  • College Savings Plans
    • 529 Plans
  • Small Business Retirement Plans
    • Simple & SEP IRAs
    • 401K and Profit Sharing Plans
 
 
 
Check the background of this firm on FINRA's BrokerCheck.
 
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Peoples Financial is a trade name of Peoples Bank Wealth Management Group. Infinex and Peoples Bank Wealth Management Group are not affiliated. 
 
Disclosure: Not guaranteed by the Bank, Not FDIC Insured, Not a Deposit, Not Insured by Any Federal Government Agency, May Lose Value including Loss of Principal.
 
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Disability & Long-Term Care

Let us help you determine what plans make the most sense for you.

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Annuities

Our team can help determine if an annuity product is right for you.