Investment management and you

Your investment strategy should address the life you’re living now, the life you want to live in the future, and everything in between. We can help you get there with a free, no-obligation financial review.

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Customized advice

  • Investment services
  • Retirement planning
  • Life insurance
  • College planning
  • Long-term care planning
  • Small business services
  • Brokerage services

A powerful alliance

Our long-standing relationship with LPL Financial deepens the knowledge and experience we bring to the table. Professional guidance, convenient access, and the ability to see the big picture are just some of the features we can offer when partnering with you to build your investment strategy.

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Bull or Bear - we're there

Let’s work together to create a financial blueprint that strives to weather the highs and lows of the Stock Market while being flexible enough to handle any life changes.

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Someone in your corner

Wealth management can be complex but having the support of an experienced professional can make a huge difference. Find out how we can help you put a plan into place to help manage your financial life.

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Disclosures

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Webster Bank and Webster Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Webster Investments, and may also be employees of Webster Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Webster Bank or Webster Investments.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The Webster Symbol is a registered trademark in the U.S.