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Investment, brokerage and insurance services tailored to your goals and needs.
Our team of financial advisors understands that creating a comprehensive wealth management strategy is more than about choosing the right investments, it’s about integrated wealth management that's right for you. And we know no two financial plans are alike, which is why we work with you every step of the way — from managing investments to retirement planning to estate planning — and help you create and put your unique plan into action. Because nothing beats the security of knowing a dedicated team has your back.
Creating and managing an appropriate investment plan for you using our proprietary, unbiased approach.
Providing you access to credit, deposit and other banking resources to simplify cash management, leverage assets and preserve established wealth.
Determining your cash flow and planning for meeting future needs.
Reviewing tax planning strategies to minimize your tax liabilities and preparing Federal and State personal tax returns.
Own your manufactured home with financing that fits your life.
Build toward homeownership with a loan that rewards renting.
Cover life’s needs with personal loans made simple.
Fuel your education with flexible, affordable borrowing.
Focusing on the distribution, beneficiary decisions and more to ensure you maximize your benefits.
Ensuring your assets are titled to reflect your intentions.
Selecting a family and/or corporate representative to carry out your estate plans.
Identifying the appropriate designee to make financial decisions on your behalf.
Maximizing the distribution of your wealth at death.
Selecting a family and/or corporate representative to carry out your estate plans.
Non-deposit investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by the Bank or any affiliate, and are subject to investment risk including the possible loss of principal amount invested.
Let’s talk about how Ledyard Bank can support your financial journey. Contact us or open an account today—it’s fast, easy, and all about you.
