Smart planning for your financial future begins with a trusted financial advisor on your side.
When considering an investment plan for your retirement, you'll benefit from a relationship with a trustworthy advisor who explains all your investment options and helps you make the best decisions. Osaic Institutions, Inc., located at Ives Bank, provides customers with comprehensive financial advice.
We take time to listen to you and to understand your current financial situation and future goals. Then we create a strategy that can help you get to where you want to be through a variety of investment options:
- Mutual funds
- Tax-deferred annuities
- Stocks
- Bonds
- Life insurance
- Long-term care insurance
- 529 plans
Interested in learning more about Osaic Institutions, Inc., located at Ives Bank, call or email to set up an appointment.
Kevin Smith, Financial Advisor - 203.262.2338 / kevin.smith@osaicinstitutions.com
Susan Setaro, Sales Assistant - 203.805.5880 / susan.setaro@osaicinstitutions.com
Investment and insurance products and services are offered through Osaic Institutions, Inc.. Member FINRA/SIPC. Osaic and the bank are not affiliated. Products and services made available through Osaic are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.