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Your Future Made Easy
As you prepare for whatever is ahead, turn to our experienced Wealth Management Officers for genuine support and educated guidance.
At Peoples Financial Group, we are committed to your success. Whether you are planning for retirement or have extra money you would like to invest in the markets, our professionals at Peoples Financial Group work one-on-one with you to work toward achieving your unique investment goals.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Investment
Services
Explore your options for investing and see how they fit into your overall financial plan.
- Stocks
- Bonds
- Mutual Funds
- Corporate and Municipal Bonds
- Preferred Stocks
- Annuities
- 529 College Savings Plans
Guided Wealth
Portfolios
A digital investment tool designed to help you build a plan and work toward your financial objectives.
- Online account access
- Daily portfolio self-monitoring
- Always-on, automatic market-movement-based rebalancing1
- Tax-aware investing2
- Automated tax-loss harvesting2
- Smart capital gains awareness for trades
- Automatic dividend reinvestment
- Automated deposit investing
1 Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
2 References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing
Retirement Services
Prepare for your own retirement or initiate a plan to support the financial goals of employees.
Insurance
Tailored insurance options are offered to provide you with added peace of mind and protection.
