Investing

Meredith Village Savings Bank is thinking about your future…
…how you can enjoy your retirement.
…how you can save to pay for college.
…how to preserve your assets.

When you have general concerns about the future or specific questions about how to prepare for upcoming changes in your life, call or stop by and see the Financial Services. They are listening… and they are looking forward to working with you to help you evaluate your choices.

Since 1990, the Financial Services Team has been working to help individuals and families plan wisely for the future. Because the team includes Registered Representatives of Jefferson Pilot Securities Corporation, they can offer sound financial strategy that includes:

  • Mutual Funds
  • Annuities
  • Retirement Plans
    • 401K
    • SEPs
    • SIMPLE plans
    • IRAs
  • Education Planning
  • Estate Planning

Why should you trust The Financial Services Team with your money? The Financial Services Team has nearly two decades of experience helping people plan for their financial future and he works with many fine companies, including American Funds, Fidelity, ING, John Hancock, Putnam Investments, Oppenheimer, Allianz, and more. They understand how critical it is to build trust- and they know you expect personal attention.

For a no-cost, no obligation consultation, contact us at:
(603) 279-2527
Click here to contact The Financial Services Team via secure web form

  • Securities offered through registered representatives of Jefferson Pilot Securities Corporation, Member FINRA/SIPC to residents of AZ,CT, FL, MA, ME, NH, PA, RI and VT. Meredith Village Savings Bank and Jefferson Pilot Securities Corporation are not affiliated.
  • This product is not insured by the FDIC.
  • This product is not a deposit or other obligation of, or guaranteed by, the bank.
  • This product is subject to investment risks, including possible loss of the principal amount invested.
  • Meeting with the Financial Services Team is without obligation or cost.

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