A well-defined and carefully structured charitable giving plan will help ensure your philanthropic goals are met.
Proper planning can accommodate issues of liquidity and timing of events.
Don’t let your legacy fade by waiting too late to put a proper plan in place.
A good plan can and will be able to be adjusted periodically to allow for shifting priorities.
We are investors. We are locally based throughout the Northeast and our clients are at the center of all that we do. People’s United Advisors offers wealth and investment solutions, customized to each client. We understand the investment and wealth space. We draw upon our tenured team’s expertise and the extensive resources of People’s United Bank to help clients navigate through their unique wealth challenges. As a fiduciary, we pride ourselves on acting in the best interest of our clients and providing each client with the uncommon expertise of People’s United Advisors.
Read People’s United Advisors white paper, “Legacy Planning: How Does One Achieve That Lofty Goal?”, which discusses how legacy planning is only one dimension of looking at your goals, but it’s a unique exercise in many ways.
People’s United Advisors, Inc. helps institutions, employers, and individuals and their families navigate investment, trust, retirement, banking, and planning challenges.
Our experienced professionals work as a team, bringing specialized knowledge and solutions to the conversation.
Call us at (800) 392-3009 to schedule an appointment with a Financial Advisor.
Visit a local branch near you
Disclosure
Investment products are offered through People’s United Advisors, Inc., a registered investment advisor. People’s United Advisors, Inc. is a wholly-owned subsidiary of People’s United Bank, N.A.
Investment Products are:
| • Not Insured by FDIC or any Federal Government Agency • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate • May Lose Value |
ADV Part 2A - Privacy Policy - Legal Disclosure - Wrap Fee Disclosure
© 2020 People's United Bank, N.A.
