Wealth Management*

Business

Our investment and insurance options provide ready solutions for all your needs, whether it's protection, growth or even transitioning your business. We'll work closely with you to develop a customized plan to reach all your goals and objectives.

Retirement Planning

For business owners, retirement planning can get complicated as you consider your own needs, your employees, plus balancing cost effectiveness with the ability to attract and retain top talent. We can help by offering a variety of services like retirement plans including 401(k) Plans, Simplified Employee Pension (SEP) Plans, Savings Incentive Match Plans for Employees (SIMPLE) IRA, and Profit Sharing Plans.

Protection and Peace of Mind

Every day your business is faced with unexpected risks. Get peace of mind with a wide range of affordable insurance options through First Litchfield Financial Services, helping you protect yourself, your business, and your employees.

Managing Business and Personal Finances

The ease and convenience of working with one financial institution for your business and personal needs can not only simplify your finances, but if can free up more of your valuable time to run your business. Look to First Litchfield Financial Services to help you manage it all by providing access to a comprehensive array of products and services.

Income for Life

Whether you are a conservative or aggressive investor, we can offer access to a wide range of savings and investment options to help you build wealth and generate income for life.

Business Transition

We provide valuable consultation services to help you prepare for a change in the ownership or management of your business, and ensure future benefits for yourself, your family, and your employees.

> Free, no-obligation financial review.

Getting started is as simple as scheduling a comprehensive financial review with an investment professional located within our branches.

*Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. In Massachusetts, insurance products are offered through Infinex Insurance Agency of Massachusetts, Inc. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Investments and Insurance. Add it to FNBL's FDIC insured  free small business checking and savings, credit solutions, merchant services, and customized business online banking, and you have one of the most innovative business services programs you'll find anywhere!