Private Banking | Wealth Management

Our focus is to deliver the banking and lending solutions that will help you achieve your goals.

We are client-centric, focused on bringing our best ideas and solutions to you. Working with a private banker, you gain access to our substantial credit and lending capabilities as well as the range of related personal trust, investment and retirement solutions.

Customized Lending
and Credit Solutions

Mortgage
Home Equity Lines of Credit
Investment-secured Line of Credit
Specialized loan serving for your larger purchase.

Responsive Service
and Decision-making

Combines the responsiveness of a local expert with the resources of a larger regional provider
Dedicated relationship managers
Access to local decision-makers

Financial Planning
and Balance Sheet Assessment

Customized planning for individuals and families
Risk-return analysis
Charitable giving and legacy strategies

Private Banking: Defined

Our mission is to the deliver the bank. It’s that simple and that important. We are a substantial organization with deep resources and uncommon expertise.

Our commitment to every client is to bring together the solutions that matter.

Our clients benefit from an integrated approach where the banker, the portfolio manager and the trust specialist work closely to develop solutions that will make a difference.

Solutions for Businesses and Professional Practices

Our team’s niche industry knowledge delivers clients a tailored banking experience combined with a superior level of service. We works closely with a professionals and firms from a wide variety of industries including legal, medical, dental, accounting, financial services, private equity, venture capital, technology and nonprofits.

Speak with an Advisor

Custom credit tailored for business use
Short-term cash management and liquidity management
Partner financing
Specialized insurance services
Retirement and employee benefit solutions
Corporate trust and escrow services
Equipment leasing and financing
Foreign exchange services
Employee benefit solutions

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.

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

Disclosure

Investment and insurance products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency. 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

People's United Equipment Finance Corp. is a subsidiary of People's United Bank, N.A. Credit Approval required.

LEAF Commercial Capital, Inc. is a subsidiary of People's United Bank, N.A. Credit Approval required.