FDIC-Insured—Backed by the full faith and credit of the U.S. Government
Comprehensive financial, succession, and benefits planning designed to support your business and your workforce.
Financial planning goes beyond managing cash flow or investments. It’s about protecting your business, your employees, and your future.
Whether you’re planning for growth or preparing for transition, Lowell Five and our partners at Lincoln Investment and KAF Wealth Management, LLC.* can help you build a comprehensive strategy for long-term success.
We provide solutions for business including:
At Lowell Five Bank, we have a proven record of sitting down with our customers and bringing the out-of-the-box solutions that overcome challenges. Together, we’ll take the time to understand your goals and build a financial strategy designed to protect your business today and strengthen it for the future.
*Check the background of these financial professionals on FINRA’s Broker Check.
Don't know where to begin? Start with a financial wellness check! Experienced financial planners will review your business needs and goals, providing tailored guidance on business transition planning, retirement plans for you and your employees, insurance, investment strategies.
In today’s competitive employment market, offering meaningful retirement and employee benefits is more than just nice to have—it’s a strategic differentiator. At Lowell Five Bank, we partner with business, municipal, and non-profit organizations to deliver benefit plan solutions that align with your goals, your budget and your people-first culture.
Through our relationship with James Shannon and Thomas McCarthy with KAF Wealth Management, LLC,* and Lincoln Investment, the Lowell Five Bank Business Banking team can provide your business with attractive employee benefits to retain top talent, including 401(k), defined benefit retirement plans, employer-sponsored 529 plans, and more.
Get in touch with a Lowell Five Bank Advisor to start the process today.
Whether you’re building your own retirement future or helping employees plan for theirs, the right strategy makes all the difference. Through our partnership with KAF, we help design retirement plans that fit your goals, including pensions, SIMPLE and self-employed IRAs, 401(k)s, and 403(b)s. Our hands-on approach ensures your plan supports both your business and your people, with estate planning options to connect your professional and personal financial future.
Give your employees the gift of opportunity with an employer-sponsored 529 plan. It’s a simple way to help families plan for educational investments. Contributions come directly from employee accounts, earnings grow tax-free when used for education, and there’s no cost to you as the sponsor. It’s a benefit that builds futures, not just savings.
Whether you’re planning to sell, transfer ownership to family or partners, or prepare for unexpected events, effective transition planning helps ensure your business continues to thrive. It also includes strategies such as key person or buyout insurance to protect your business in the event of an owner, manager, or essential employee’s premature death or disability. Lowell Five Bank and KAF can assist with reviewing buyout agreements, modeling your business’s needs, and determining the optimal timing for a seamless transition.
Select a date and time that is convenient for you to speak with a Lowell Five Bank Advisor.
Speak with real people who solve problems at 978.452.1300
Designed to keep your cash flow smooth, your bookkeeping easier, and your mornings less stressful
Big-bank strength, local know-how, and lending tailored to your business’s real-world needs
*Check the background of these financial professionals on FINRA’s Broker Check.
The products offered: (i) are not FDIC insured; (ii) not deposits or obligations of Lowell Five Bank or its affiliates; (iii) not guaranteed by Lowell Five Bank or its affiliates; (iv) not insured by any federal government agency; (v) may go down in value.
Lincoln Investment and Lowell Five Bank are not affiliated. Advisory services offered through Capital Analysts and Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA and SIPC. www.lincolninvestment.com. KAF Wealth Management, LLC and the above firms are independent and non-affiliated. Legal services associated with estate planning, tax or social security claiming are not offered through, nor supervised by, The Lincoln Investment Companies.
This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving our website and assume total responsibility for your use of the sites you are visiting. We make no representation as to the completeness or accuracy of information provided at these sites, nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites.
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