Investment Services
Osaic Institutions located at Jewett City Savings Bank.
Your long-term financial security depends on your investment decisions. Shouldn’t the decision of where you go for guidance be easy?
At Jewett City Savings Bank, Osaic Institutions seeks to provide you with financial services and guidance to help you achieve all your personal and business goals, right in your own neighborhood.
Let us help you
Plan for
retirement
Provide protection
for loved ones
Plan for business
succession
Achieve your
business goals
How we can help
- Providing a free, no-obligation consultation to uncover where you are and where you want to be.
- Creating a financial plan to put you on track to reach your goals.
- Developing an investment strategy that adheres to your investment objectives, timeframe, and risk tolerance.
- Periodically reviewing your investments and changing life circumstances.
- Providing unbiased guidance to help you choose among all the investment options available to you.
- Assisting you with all your financial planning needs – from investments to estate planning and insurance. (Please note: We do not provide legal or tax advice. Consult your legal and/or tax advisor).
Products and services provided
- Financial Planning
- Mutual Funds
- Tax-Deferred Annuities
- Stocks and Bonds
- Life Insurance
- Long-Term Care Insurance
- Unit Investment Trusts
- Money Market Funds
- Retirement Accounts
Important Information
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.
