Investments

What Are Your Financial Savings Goals?

Whether it's planning a successful retirement, taking advantage of tax-deferred investments, or developing a comprehensive estate plan, The Financial Services Center of Chicopee Savings offers quality investment selection combined with personal guidance and objective advice.

We specialize in helping our clients work toward their financial goals. Through an investment strategy specifically designed to meet your needs, we can help you determine whether you are saving enough money to reach all your important financial objectives.

Mike Williams, Vice President and LPL Investment Advisor Representative, and Maria Desmarais, LPL Investment Advisor Representative, are committed to putting quality service and objective advice first.

We provide financial services in a variety of areas:

• College Planning - long-term planning to ensure you're ready when your children are.
• Tax-Advantaged Investing - to help reduce your tax liability and let more of your money work for you.
• Long-Term Care - to ensure that you and your heirs are well-cared for.
• Retirement Planning - to design an investment strategy to help you towards your retirement goals.

Our products and services include:

• Mutual Funds
• Individual Stocks
• Life Insurance
• Variable and Fixed Annuities

The Financial Services Center was established in 2001 to help individuals and businesses take advantage of all available opportunities. Conveniently located inside Chicopee Savings Bank, it provides you with a one-stop shop for all your financial needs.

By keeping clients' objectives in focus, staying in contact with them throughout all market conditions, and making investment adjustments as economic or lifestyle conditions warrant, The Financial Services Center maintains a constant commitment to putting service first.

Securities and insurance offered through LPL Financial. Member FINRA/SIPC.

Investment and insurance products:

Chicopee Savings Bank is not a broker/dealer and is not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: AZ, CA, CT, FL, GA, KY, MA, MS, NC, NH, NM, NY, RI, VA, VT.