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Full Service Insurance, Investments and Planning
At Lake Sunapee Bank - Financial Services, you can enjoy the convenience of conducting your banking and investment activities at one location. Lake Sunapee Bank - Financial Services offers many additional financial products exclusively through Jefferson Pilot Securities Corporation, a full service, registered broker dealer.
At Lake Sunapee Bank - Financial Services, you're always assured that you will receive personal service, superior investment choices and objective guidance. We consult with our clients individually and confidentially throughout the investment planning process - from carefully evaluating your financial objectives, to implementing a strategy and monitoring investment performance. Our job is helping you find the investment options that are uniquely suited to your individual needs.
To meet the financial objectives of our clients, we offer a comprehensive range of investments and services, including:
Products:
- Fixed and variable annuities
- Municipal (tax free) government, and corporate bonds
- Mortgage backed securities (GNMA)
- Bonds, Government, Municipals (tax free)
- Stocks
- Mutual Funds
- Term, universal, and variable life insurance
- Long term care insurance
- Plus more!
Services:
- Retirement planning
- College planning
- Insurance services
- Financial planning and portfolio development
- Asset management services
- Trust services and estate planning through our owned affiliate, Charter Trust Company, Concord, NH
For more information on investing at Lake Sunapee Bank - Financial Services through Jefferson Pilot Securities Corporation, please e-mail us or call:
Assistant Vice President, Investment Executive
Contact Information:
9 Main Street
Newport, NH 03773
Phone: 603-865-6039
Toll-Free: 800-281-5772, ext. 6039
e-mail: chead@lakesunbank.com |
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Investments and Insurance offered exclusively through Jefferson Pilot Securities Corporation, an independent broker-dealer, Member NASD/SIPC.
Securities offered through representatives of Jefferson Pilot Securities Corporation. Member NASD/SIPC. Lake Sunapee Bank is separate from Jefferson Pilot Securities Corporation and is not a broker/dealer. Products and services available through Jefferson Pilot Securities Corporation are not insured by the FDIC or any other agency or instrumentality of the federal government, are not deposits or obligations of the bank or any affiliate of the bank and are subject to investment risks, including the possible loss of principal invested. |
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