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About People's United Advisors

Drawing upon decades of experience, we deliver responsible, customized solutions that matter.
Speak with an Advisor

Set your financial world in motion.

We are a service-driven organization with substantial and sophisticated wealth capabilities coupled with a local perspective.

Investment Management

Customized solutions built around a qualitative & quantitative investment process.

Trusts, Estates & Charitable Planning*

Hands-on, experienced trust professionals providing multi-generational solutions.

Business, Nonprofit and Municipal Services

We offer a variety of services to address specific investment and advisory needs.

Private Banking*

Sophisticated credit and cash management solutions combined with personalized, concierge service. Specialized for firms in the legal, medical, dental and accounting industries.

Insurance, Securities & Annuities**

Full service and self-directed investment options including access to margin trading. Full suite of insurance solution including life, long-term care, business continuity and estate liquidity.

Multi-generational
planning

Personal financial planning & analysis. Multi-faceted approach encompassing balance sheet, cash flows, expense projections and savings. Comprehensive tax, estate & financial planning.

Retirement Plan Solutions

Dedicated recordkeeping and investment offering providing investment management and administration of defined benefit plans, defined contribution plans, IRAs & SEPs.

* Services provided by People’s United Bank, N.A.

** Services provided by People’s Securities, Inc.

People’s United Advisors

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.

Local perspective.
Practical expertise.

Clients are central to all that we do. Our priority is to set in motion an investment and wealth management program that meets each client's unique objective. We proudly serve:

  • Corporations
  • Foundations & Endowments
  • Individuals
  • Non-profit organizations
  • Private practices

Why choose People’s United Advisors

We’re local. We’re experienced. And we’re all about delivering solutions that meet your needs. One of our key tenets is to deliver solutions that matter. That means finding an investment program that suits your time frame, your income and growth needs, and your tolerance for risk. That means building a multi-generational trust program that addresses specific family needs, is mindful of taxation and seeks to deliver outcomes that are in line with your expectations.

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People's United Advisors WealthyMinds shares insights for your financial well being, with a feature in this Q1 2019 issue on Investment Advice: Lost in a Maze?

Don’t you wish there was a blueprint on investment advice?

People’s United Advisors’ white paper, “Investment Advice: Lost In A Maze?” provides a comprehensive guide to the advantages and disadvantages of various advisory options.

We're here to help!

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.

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Call us at (800) 392-3009 to schedule an appointment with a Financial Advisor.

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Visit a local branch near you

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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-2B - Privacy Policy - Legal Disclosure - Wrap Fee Disclosure

Annuities are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A. Investment products may involve risk, including possible loss of principal. Investment and Insurance 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


Business Continuity Plan - Commission & Fee Schedule - Financial Statement - Cost Sharing Arrangements - Order Routing Disclosure - Day Trading Disclosure - BrokerCheck


*Services provided by People’s United Bank, N.A.

**Services provided by People’s Securities, Inc.