Schedule an Appointment
Select a date and time that is convenient for you to speak with a Lowell Five Bank Advisor.
Dreams Need Funding Too
Educational Planning
Education costs rise every year. Let's work together to finance dreams.
Savings Meant for Learning
Education costs continue to rise each year—whether you’re planning for a four-year college, community college, trade school, or another path. Lowell Five Bank can help you save for qualified education expenses and invest in someone's future.
A 529 Plan can help you save with tax-free growth when funds are used for qualified expenses like tuition, fees, and room and board. Some employers offer payroll deduction options to make contributing even easier, while you retain full control of your funds.
Work with Lowell Five Bank to fund the best options for you and your family. We can help estimate how much to save for education, if you’re making the right contributions, and options for achieving your educational funding goals.
Education Savings Considerations:
- Calculation of education goal needs
- Education goal and saving need analysis
- Education Funding options
- Financial aid and college costs
Call Direct
Speak with real people who solve problems at 978.452.1300
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.