Brokerage Services
Osaic Institutions located at Ledyard National Bank.*
Personalized investment, brokerage and insurance services from financial professionals available right here in your community.
Ledyard National Bank is proud to offer the services of Osaic Institutions to help guide you on your path to financial security.
Your Osaic Institutions professionals at Ledyard take the time to learn about your specific needs and objectives. Whether saving for your children’s or grandchildren's education, developing a retirement strategy, building a diversified portfolio, or outlining a variety of insurance options, Osaic Institutions can help you.
A full range of financial products and services are available that include:
Insurance Products
- Permanent and Term Life Insurance
- Universal Life Insurance
- Fixed Annuities
- Variable Annuities
- Disability Income
- Business Insurance
- Key Persons
Investment Products
- Stocks
- Corporate & Municipal Bonds
- Mutual Funds
- Unit Investment Trusts
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Special Services
- Brokered CDs
- College Planning
- 529 Plans
- Coverdell Education Savings Accounts
- Retirement Planning
- Personal Insurance Planning
- Portfolio Reviews
Retirement Plans
- Traditional & Roth IRA Plans
- Simple IRA Plans
- SEP/IRA Plans
- 401K Plans
- Retirement Account Rollovers
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Contact:
Stephen O'Callaghan
Senior Financial Advisor
Ledyard Financial Advisors
Osaic Institutions, Inc.
1 Pillsbury Street
Suite 303
Concord, NH 03301
stephen.ocallaghan@osaicinsitutions.com
Phone: (603) 513-4088
Cell: (508) 208-8898
Stephen E. O’Callaghan, CLU®, ChFC®
Stephen E. O’Callaghan is a Osaic Institutions Senior Financial Advisor located at Ledyard National Bank, bringing over 20 years of experience in financial planning and investment management to the team. His expertise, supported by Ledyard’s partnership with Osaic Institutions, Inc. allows him to offer a wide range of investment options and advanced planning strategies to his clients.
Previously, he served as Senior Vice President and Director of Senior Wealth Teams at Citizens Wealth Management, where he led initiatives to enhance client service and portfolio management. He also held the position of National Director of the Premier Banking channel at Citizens and successfully managed a financial planning practice with Bank of America and Santander. Steve holds the CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant) designations, along with FINRA Series 7, 65, and 24 registrations.
A proud graduate of the College of the Holy Cross, Steve lives in Derry, New Hampshire, with his wife, youngest son, and their Pitbull rescues. He is passionate about fishing and is a longtime fan of Boston sports.
*Osaic Institutions and Ledyard National Bank are separate companies. Investment and insurance products and services are offered through Osaic Institutions. Member FINRA/ SIPC. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.