INVESTMENT SERVICES

Whether your financial affairs are relatively simple or very complex, Financial Consultant Charlie Vidoli from the Financial Services Center at Randolph Savings will help you develop an investment and insurance strategy that’s right for you.

Our Financial Consultant will, first of all, listen to you and get to know your financial situation, risk comfort level, tax situation and goals for the future. He will then help simplify the decision-making process by identifying appropriate investment options that meet your specific needs. Charlie will always be available to offer timely advice and provide ongoing, periodic reviews of your portfolio’s performance and your overall progress towards meeting your goals.

Among the products services the Financial Services Center at Randolph Savings Bank can provide are:

• Retirement Planning
• Estate Planning
• Financial Management or Investment Management
• Tax-Advantage Investing
• Mutual Funds
• Tax-deferred Annuities
• Stocks
• Bonds
• 529 College Savings Plans

For your free, no-obligation financial consultation call 877 963-2100, or email charles.vidoli@lpl.com .

*Financial Consultants of The Financial Services Center at Randolph Savings Bank are licensed with Linsco /Private Ledger to discuss and transact securities business with residents of the following states: Massachusetts, Rhode Island, California, New Hampshire, Florida.

Securities and Insurance Products offered through LPL Financial and its affiliates.  Member FINRA/SIPC. Randolph Savings Bank is not a registered broker dealer and is not affiliated with LPL Financial.

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