Wealth Management for Business

Targeted Strategies to Help Your Company Reach Its Goals

Are you confident in your company’s path to a successful future? The Lowell Five Business Banking team has deep experience with local markets as they impact companies large and small, and they offer a full range of strategic products and services to help meet your company’s needs—plus the experience to advise you on which options will help further your unique goals.

Through our relationship with Lincoln Investment and James Shannon and Thomas McCarthy with KAF Financial Advisors, LLC,* the team can help you provide attractive employee benefits to retain top talent, including 401(k), 403(b), SIMPLE IRA, or defined benefit retirement plans, employer-sponsored 529 plans, and more.

They can help you as an individual to manage the wealth you create, through business succession or transition planning, estate planning, investment advisory services, retirement planning, and risk management.

*Check the background of these financial professionals on FINRA’s Broker Check.

Find out more about the products and services offered through our financial planning experience today: Call 978-452-1300, email, or stop by any branch location to talk with one of our business banking professionals.

Proven Solutions for Business

  • Retirement plan services for 401(k)s. SIMPLE IRA’s, and more
  • Comprehensive estate planning reviews
  • Business succession planning, including buyout agreement reviews
  • Buyout insurance servicing
  • Investment management services
  • Financial modeling
  • Employer-sponsored 529 plans
  • Corporate cash management

The products offered: (i) are not federally insured; (ii) are not obligations of Lowell Five Bank; (iii) are not guaranteed by Lowell Five Bank or any affiliated entity; (iv) involve investment risks, including the possible loss of principal. 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. KAF Financial Advisors, LLC and the above firms are independent and non-affiliated. Legal services associated with estate planning, tax or secial security claiming advice are not offered through, nor supervised by, The Lincoln Investment Companies. 2/18

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 this site. 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. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. These calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances