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Wealth Management

For over 75 years, our Wealth Management Group has been serving the needs of families, businesses and institutions in the Northeastern Pennsylvania and Upstate New York marketplaces. Our dedicated team of professionals takes the time to understand your goals and objectives to ensure we are offering the solutions you deserve. Providing clients with the financial wellbeing they seek while offering superior customer service is our goal.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

 

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Peoples Security Bank & Trust Company and Peoples Security Wealth Advisors/Peoples Security Retirement Plan Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Security Wealth Advisors and Peoples Security Retirement Plan Services, and may also be employees of Peoples Security Bank & Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peoples Security Bank & Trust Company or Peoples Security Wealth Advisors/Peoples Security Retirement Plan Services. Securities and insurance offered through LPL or its affiliates are:

Not insured by FDIC or any other government agency

Not Bank guaranteed

Not Bank deposits or obligations

May lose value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Pennsylvania and New York.

 

Peoples Security Bank & Trust Company (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

 

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.