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Investments & Insurance from Legacy Banks

Whether you need assistance with financial planning or are not quite sure if you have adequate insurance coverage, the professionals with Legacy Investments and Insurance Group can help you find a solution that’s right for you.

A division of Legacy Portfolio Management, the Investment Professionals with Legacy Investments and Insurance Group work to match customers with the investment options best suited to their individual financial situations. Our team works closely with customers to help find solutions to their need for non-traditional alternatives to typical bank investment products with a scope of options, which include Annuities, Mutual Funds, 529 Plans and a wide range of life, disability and long-term care insurance options. Whether you are saving for college, buying that first home or getting ready to retire, our investment professionals can help you bank smarter so that you can live easier.

Contact LPM today for more information on Investments & Insurance

Learn more about Investments & Insurance services at Legacy

Retirement Planning:
Individual retirement plans to fit your financial objectives
Mutual Funds:
Diversify your portfolio for long-term growth with managed funds
Annuities:
A variety of payment plans to access your investments now or over time
529 Plans:
Start saving for your child’s education and plan your investment today
Managed Investments: Plan now for a brighter future with Legacy Investment options
Insurance:
Safeguard your investment and your livelihood

Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. Insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. Infinex and the bank are not affiliated. Products and services made available through Infinex 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.