Personal

Personal Wealth Management

Reach Toward Your Goals with Professional Advice & Tools

At Lowell Five, we look out for our customers. You have goals for yourself and your family, and we have the tools you need to help achieve your dreams—whether it’s owning your own home, retirement, sending the children to college, or managing your investments. And just as important, we have the experience to help you choose the right tools for your unique circumstances.

Through the relationship with Lincoln Investment and James Shannon and Thomas McCarthy with
KAF Financial Advisors, LLC,* they can offer a customized financial planning experience. These financial planners engage in a process that begins with gathering the information needed to understand you and your financial life. Their process will allow them to identify opportunities to help improve your financial well-being, determine your risk tolerance, and result in a plan to help serve you and your family. As independent advisors and fiduciaries, they have access to a wide range of investment and insurance products, which allows them to deliver the solution that aligns with the needs of your family.

*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 info@ lowellfive.com, or stop by any branch location to talk with one of our business banking professionals.

Products and Services to Help Achieve Your Financial Goals

  • Mutual funds
  • Exchange-Traded Funds _(ETFs)
  • Individual stocks and bonds
  • 401(k) & 403(b) IRA rollovers
  • 529 plans for education savings accounts
  • Financial modeling
  • Estate planning
  • Life insurance
  • Long-term care insurance
  • Fixed & variable annuities

 

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. www.lincolninvestment.com. KAF Financial Advisors, 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. 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