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 Investment
Services
To help individuals and businesses take advantage of all available
opportunities, SSB Investment Services, located in Southbridge, MA,
was established in 2000. SSB Investment Services, conveniently located
inside Southbridge Savings Bank, provides you with a one-stop shop
for all your financial needs. By keeping clients' objectives in focus,
staying in contact with them throughout all market conditions and
making investment adjustments as economic or lifestyle conditions
warrant, SSB Investment Services maintains a constant commitment to
putting service first.
Our products and services include:
Mutual funds
For diversification and professional management
Variable and fixed annuities
For tax-deferred growth potential
Strategic
Asset Management (SAM)
Providing you with fee-based asset management through Linsco/Private
Ledger. Access to nearly 3,500 mutual funds, as well as individual
stocks and bonds
Life insurance
Providing financial protection for your loved ones
* The account protection applies when a SIPC member fails financially
and is unable to meet obligations to securities clients, but it does
not protect against losses from the rise and fall in the market value
of investments.
The College Board, 1999
Financial Planning Magazine, June 1999
Can you afford not to have a financial adviser?
Whether your financial affairs are relatively simple or very complex,
working with a professional financial adviser can help provide financial
security. A financial adviser can provide insight on how to:
- Fund your retirement: Even if you have accumulated the financial resources for what could be 15, 20 or 30 years of retirement, you will need a plan to maximize and protect those assets for as long as possible.
- Purchase a quality education: College costs continue to rise at an average annual rate of 3% to 5%.
- Develop a realistic investment plan: A plan should seek to achieve your desired level of return without taking on more risk (or more kinds of risk) than you can tolerate.
- Protect current and future assets: Without proper insurance and estate planning, all your other planning could be wasted, depleted by circumstances beyond your control.
What can a financial adviser do for you?
Offer prudent and timely advice
As an investment professional, a financial adviser has a greater understanding of the economy and markets; more time to evaluate financial strategies; and greater access to comprehensive information. The independent financial advisers affiliated with LPL also can make use of unique, firsthand research of mutual funds; multiple sources of traditional reviews of individual securities and mutual funds; and proprietary software for integrated estate, retirement and college planning.
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Monitor and manage your
personalized strategy
A qualified financial adviser can build long-term strategies that
balance your financial objectives and constraints, your time horizon
and your tolerance for risk, then measure them against your short
and long-term goals.
Simplify the Decisions
A financial adviser's job is to pare down the choices--more than 9,400 mutual funds, plus thousands of annuities, insurance options and individual securities--to those that fit your parameters. By identifying appropriate options--including ones that are difficult to discover on your own--and focusing on your objectives, an adviser can save you considerable time and effort.
Ensure accountability
Last but certainly not least, financial advisers ensure that each entity involved (you, the adviser, and all other suppliers of financial products and services) understands what it must contribute to help make your plans work.
Why choose an independent LPL financial adviser?
LPL is the leading independent brokerage firm in the nation, encompassing more than 3,200 investment professionals nationwide. LPL's representatives specialize in providing customized financial solutions, backed by LPL's:
- Financial strength: LPL representatives invest or manage $40 billion every year in brokerage products and advisery programs. LPL's capital ratio is the highest among all independent brokerage firms.
- Dedication to unbiased financial advice: LPL markets no products of its own, so our representatives concentrate their energies on understanding your individual financial goals and offering impartial solutions to the challenges of wealth accumulation and management.
- Account protection: LPL holds membership in SIPC which protects the securities in each client's account to $500,000, up to $100,000 of which can be cash. Please ask your investment representative for specific information on the significant additional coverage that is provided.*
SSB Investment Services
Jason D. Main, Investment Representative
Whether it is planning a successful retirement, taking advantage of tax-deferred investments or developing a comprehensive estate plan, Jason Main offers access to quality investment selection combined with personal guidance and objective advice. We specialize in helping our clients meet their financial goals. Through an investment strategy designed to meet your needs, we can help you determine whether you are saving enough money to reach all your important financial objectives. Jason D. Main, an Investment Representative, is committed to putting service and quality, objective advice first and provides financial services in a variety of areas:
- Retirement planning: To design an investment strategy to help you meet all of your retirement goals
- Tax-advantaged investing: To reduce your tax liability and let more of your money work for you
- Managed asset plans: For professional fee-based portfolio management
- Investment portfolio analysis: To keep you informed of how your investments are performing, and to make adjustments as needed
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I have been providing investment advice and financial services to individuals
and businesses