Planning for the future is complex. Webster Bank's experienced team of dedicated financial planners simplifies the process to help you get the most out of your assets today, tomorrow and in the future.

Creating a Financially Secure Future

You'll work with an experienced and dedicated financial planner who will evaluate your current financial situation. Together, we'll define objectives and challenges, develop customized strategies, recommend solutions, assist with implementation, and help you in selecting appropriate investments and services.

Have one of our private bankers reach out to you.

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What We Offer

Our dedicated financial planners have experience in a wide range of advisory services, including:

  • Short & Long-term Financial Planning
  • Cash Flow & Personal Balance Sheet Analysis
  • Tax Planning
  • Debt Management
  • Estate Planning
  • Retirement Planning
  • Risk Management
  • Education Funding
  • Charitable Giving/Philanthropy
  • Business Succession Planning
  • Employee Benefits Analysis

Webster Bank's Financial Planning Team

Our dedicated financial planners work closely with you to understand your current financial situation, objectives and goals for the future. By making timely decisions and remaining committed to ensuring you lasting peace of mind, we successfully develop customized wealth management plans for realizing your vision. We'll offer honest, unbiased advice on managing your wealth today and for generations to come.

 

Eileen Cahill

SVP, Director of Financial Planning

“As head of Webster Private Bank's financial planning efforts, I work closely with individual clients to understand and analyze their financial and life concerns, and to develop creative strategies with thoughtful implementation to achieve their goals.”

 

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