Investing

Personal Investing

Our vision at BayCoast Bank is to give our customers superior financial solutions, comprehensive products, and an unparalleled service experience. One way we fulfill this vision is by offering personal investing services to our clients. When you turn to us for personal investment advice and services, we can help you reach your financial goals and achieve financial security.

Our Personal Investing Services

Whether you’re interested in opening a traditional retirement account or want to develop a personal investing strategy, our team can help. Learn more about our personal investing services below:

• BayCoast Financial Services: At BayCoast Financial Services, we believe in a long-term investment strategy that strives to balance risk and return using a diversified portfolio. We focus on quality so that you can invest with confidence. When you work with us, our team of experts can help you define your financial and investment objectives. They’ll walk you through the investment options available and discuss a personalized approach, giving you the information you need to make smart investment decisions.
• Individual Retirement Accounts: How do you envision your retirement? At BayCoast, we support our clients long into the future by helping them choose the Individual Retirement Accounts (IRAs) that align with their financial goals, including Traditional IRAs and Roth IRAs. When you discuss your retirement options with our team, they’ll answer your questions and help you make an informed decision regarding your retirement strategy.
• Plimoth Investment Advisors: Our experts at Plimoth Investment Advisors specialize in providing portfolio management to high-net-worth individuals, institutional clients, and nonprofits. Their investment process includes fixed-income, equity selection, and security selection.  Investing in your future is personal, and few things are more important to an individual than their financial security.  Learn ten reasons why customers choose Plimoth Investment Advisors to achieve their future retirement objectives.

Choose BayCoast Bank for Your Personal Investing Needs

Are you ready to safeguard your financial future? BayCoast Bank is ready to help you.  In addition to our comprehensive personal investing services, we also offer products for your everyday banking needs, including personal checking and savings accounts. We can also help you find the right personal loans for your goals.

If you have any questions, please feel free to contact us. You can also visit one of our local branches in Massachusetts or Rhode Island and speak with a representative personally.