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St. Mary's Financial Services

Small Business Retirement

Manage the benefits of your business retirement program with St. Mary's Financial Services.

We'll not only help you determine the right plan, we'll even present the plan and assist employees in choosing what's appropriate for them. Options include:
  • Simplified Employee Pensions (SEPS)
  • Simple IRAs
  • 529 Payroll-Deducted College Savings Plans
  • 401(k) plans

To learn more, or to schedule your complimentary planning session, connect with one of our Financial Professionals, or contact us at 603-629-1524.

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*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. St. Mary's Bank and St. Mary’s Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using St. Mary’s Financial Services, and may also be employees of St. Mary’s Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, St. Mary’s Bank or St. Mary’s Financial Services. Securities and insurance offered through LPL or its affiliates are:
 
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial registered representative(s) 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.