Investment Services

sean-leblanc
“Business hours don’t apply with my clients. They should expect to reach me when they have a question regarding their investments.”

– Sean LeBlanc, VP Adams Community Investment Services

Amid an ever-changing investment landscape, investors need a professional and experienced partner who can guide them through the intricacies of investing and financial planning.

We understand providing our customers with objective investment advice is critical to their financial security. That is why the financial consultant of Adams Community Investment Services is associated with LPL Financial.

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best – help their clients attain their financial goals and fulfill their dreams.

Whether you are saving for college, working toward a financially secure retirement or simply protecting yourself and your family from the prospect of financial uncertainty, the knowledgeable Adams Community Investment Services consultant can work with you to develop an investment plan aligned with your needs and goals.

Your Adams Community Investment Services consultant can help you sift through the many options available to create a unique investment strategy. With access to a wide range of financial products and services – including investment analysis, mutual funds, annuities and life insurance – your Adams Community Investment Services consultant will work with you to build a diversified portfolio of well-managed investments to optimize potential returns and minimize risk.

Your Adams Community Investment Services consultant has the expertise to assist you with the following products and services:

Breadth and depth of products:

      > 529 College Savings Plans
      > Individual Stocks & Bonds
      > Brokered CDs
      > Life Insurance
      > Exchange Traded Funds
      > Mutual Funds
      > Fixed and Variable Annuities

Essential financial services:

      > Asset Allocation
      > Estate Planning
      > Business Planning
      > Retirement Planning
      > College Savings
      > Trust Services
      > Traditional & Roth IRAs
      > IRA Rollovers

To learn more about Adams Community Investment Services please call 413-749-1188 or email** sean.leblanc@lpl.com

CLICK HERE to access your LPL Investment Account.

CLICK HERE for more information about LPL Financial.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

The investment products sold through LPL Financial are not insured Adams Community Bank deposits and are not FDIC insured. These products are not obligations of the Adams Community Bank and are not endorsed, recommended, or guaranteed by Adams Community Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Adams Community Bank and Adams Community Bank Investment Services are not a registered broker/dealer and are not affiliated with LPL Financial.

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, FL, GA, IL, MA, ME, MI, MT, NH, NJ, NY, OR, PA, RI, SC, TN, TX, VA, VT & WA.

*As reported by Financial Planning magazine, June 1996-2017, based on total revenues.

**Important Note: Please be aware email communication is not secure. Please do not include confidential information (social security number, account number, etc.) in any part of the email message.