Download the St Mary’s Bank app on Google Play.

Dismiss

Services

Creating a financial plan can be a daunting task, but you don’t have to do it alone. Our experienced Financial Advisors will help you create a unique strategy, keeping your specific financial goals in mind every step of the way.

401(k) Rollovers
You can maintain the tax benefits you already have in the retirement program of a previous employer by utilizing a Direct Rollover IRA. St. Mary's Financial Services will help you find the one that is right for you. Learn more.

Estate Planning
Our Financial Advisors can work with you to create a customized plan that best fulfills your objectives. With foresight and planning, we can help you protect the assets you've spent a lifetime accumulating and assure that they are disbursed according to your intentions. Learn more.

Mutual Funds
We can help you select the mutual funds that best match your personal investment goals, objectives and risk tolerance.

Annuities
Variable versus fixed, immediate or deferred, which annuities are right for you? Your St. Mary's Financial Services advisor will monitor the rates of some of the top annuity companies and help you choose what's best for you.

IRAs
Through CUNA Brokerage Services, Inc., we have access to Traditional and Roth IRAs that offer greater potential for higher returns than traditional bank deposit products.

Stock and Bond Trades
We can facilitate the buying and selling of individual stocks and bonds, whether you are looking to sell inherited shares of stock, or to purchase shares of a stock for your personal portfolio through CUNA Brokerage Services, Inc.

Advice, Research, and Analysis Services
Get advice on a full range of financial matters, from retirement planning to mutual fund investments. In addition, we offer access to research and analysis services like mutual fund reports, mutual fund tracking, and investment screening through our extensive software and online resources. Plus, our experts provide Business planning services, which can help employers set up employee pensions, 401(k) plans, and more.
 

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

Representative is neither a tax advisor nor attorney.  For information regarding your specific tax situation, please consult a tax professional.  For legal questions, including a discussion about estate planning, please consult your attorney.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker/dealer in all fifty states of the United States of America. The representative may also be financial institution employee that accepts deposits on behalf of the financial institution.