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Financial Planning

 

The Cooperative Bank is pleased to offer convenient on-site access to investment products and services through TCB Investment Professionals – our partnership with Investment Professionals, Inc. (“IPI”) and their financial consultant, Keith Ninesling.

TCB Investment Professionals makes available a full range of investment and financial-planning products through Investment Professionals, Inc. (IPI).   TCB Investment Professionals provides the convenience of having all your banking and investment needs met in one location.

  • Stocks & Bonds & Mutual Funds
  • Wealth Management
  • High Net Worth Strategies
  • Life Insurance & Long Term Care
  • Retirement Planning
  • Tax-Exempt Investments
  • Tax Deferred Annuities
  • Estate Planning

 Call Today to Schedule Your Complimentary Consultation

We invite you to visit with Keith in one of our convenient branch locations for your free consultation.  He will answer important questions that can affect your long-term financial security.  Individual services or comprehensive planning is available based on your preferences and comfort level.[1] Contact Keith today at (617) 325-2900 extension 8531.

 

 

Retirement | Estate | Insurance | Education | Financial Planning

Private Client Group | Asset Management | Trust Services | Accredited Investor Services

 

Equities | Fixed Income Securities | IRAs, Fixed & Variable Annuities | Mutual Funds

Structured Products | Tax Advantaged Investments

 

Business Investment Services | Employee Benefits Planning

 


[1]In most cases the initial consultation is complimentary. Fees for your financial plan are determined by the level of service requested, your needs and the experience and credentials of the Financial Planner. 

 

*TCB Investment Professionals located at The Cooperative Bank is a service of Investment Professionals, Inc. (IPI). Securities and Advisory Services are offered through IPI, a registered broker dealer. Member FINRA / SIPC. IPI is not affiliated with The Cooperative Bank.  Securities are not insured by FDIC or any other federal government agency - Not deposits of or guaranteed by the bank - May lose value.