Financial Services

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Financial Services at Rollstone Bank & Trust

At Rollstone Financial Services, we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.

Through our alliance with LPL Financial, our clients have access to a wide array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL Financial is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer, member FINRA/SIPC.

Check the background of our investment professionals on FINRA’s BrokerCheck.

Products & Services

  • Stocks & Bonds
  • Tax Advantaged Investments
  • Mutual Funds
  • Business Retirement Plans
  • Retirement Planning
  • Education Planning & 529 Plans
  • Annuities
  • Insurance Products
  • Professional Asset Management
  • Financial & Estate Planning
  • Individual Retirement Accounts

To learn more about these and other investment tools, call or stop by your nearest Rollstone Bank & Trust branch.

 

View your brokerage account online.

 

Financial Advisors located at Rollstone Bank & Trust are LPL Registered Representatives. Securities, Advisory Services and Insurance Products are offered through LPL Financial and its affiliates, Member FINRA / SIPC and a SEC Registered Investment Advisor. Rollstone Bank & Trust and Rollstone Financial Services are not registered broker/dealers; not affiliated with LPL Financial. LPL Branch Office located at 780 Main Street, Fitchburg, MA 01420.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

 

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not a Deposit

Not Insured by any Federal Government Agency