Our client-centered philosophy has always been to inspire you to make the appropriate decisions for your financial future. Our 5 Advocacy Rules are the foundation of our philosophy.
The 5 Advocacy Rules:
1) Confidentiality and Trust - both are essential to our relationship
2) 100% custom-built retirement plans - based on full financial disclosure
3) Transparency of costs - understand the value, before moving forward
4) Financial Expertise - when you succeed, we succeed- we are in this together
5) Advocacy - advice that has your best interests in mind
It’s your retirement... let’s make your dreams a reality through strong financial advice. Call us today to make an appointment to speak with a Peoples Financial Center representative or download our brochure to learn more.
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Our Team
Meet our advisors who are dedicated to providing exceptional service and diligent financial planning.
Our Process
Our process is a collaboration of your dreams and goals and our expertise. Learn about "The Advocacy Process."
Our Products & Services
Peoples Financial Center has the expertise, products, and services to help you navigate your way to a sound financial plan.
LPL Financial Form CRS.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisory and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Peoples Bank and Peoples Financial Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Financial Center and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peoples Bank or Peoples Financial Center. Securities and insurance offered through LPL or its affiliates are::
Not Insured by FDIC
Not Bank Guaranteed
May Lose Value
Not Bank Deposits or Obligations
Not Insured By Any Other Government Agency
Peoples Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit here for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.