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St. Mary's Financial Services

Services Offered

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

You have choices regarding your 401(k). You can roll it into an IRA, leave it where it is, cash it out, or even roll it into your new company's 401(k). Sit down with the professionals at St. Mary’s Financial Services and get the facts.

Estate Planning
Our Financial Professionals can work with you to create a customized plan that best fulfills your objectives. With foresight and planning, we can help you preserve 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 better match your personal investment goals, objectives and risk tolerance.

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

Through LPL Financial (LPL), we have access to Traditional and Roth IRAs that offer the 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 LPL Financial.

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, we 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 Professionals, or contact us at 603-629-1524.

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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 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.