Investments

About Us - Our Approach

When it comes to your financial dreams, taking action is vital to your success. But that's not always easy. You know where you are - and where you want to go. Our aim is to help you get there. As experienced financial advisors, we are committed to making your journey toward financial success as easy as possible.

If you're like most investors, you want someone to walk you through the investment choices available to you. That's where we can help. We can provide the in-depth knowledge necessary to assist you in identifying what investments are right for you. Whatever your goals or stage in life, we can help you make the right investment choices.  We also provide a single point of contact to bring together our financial advisors with your own tax advisor and attorney.

With Cetera Investment Services as our broker-dealer, we work as a team to provide you with comprehensive and convenient service - all located in your local branch. It's a unique synergy that supports you with the financial strength of a prominent national investment and insurance firm teamed with the comfort and security of a familiar face at a location you already know and trust.

Our financial services team can provide you with:

  • Building a comprehensive financial plan that is tailored to your unique situation:  retirement planning, income planning, estate planning, life insurance planning or legacy planning
  • Help organize and simplify your financial investments through consolidation of investments, robo advice products and asset management portfolios
  • Access to in-depth knowledge of financial solutions and the confidence that you are working with an experienced financial planner

To schedule a free, no-obligation appointment, please call Lori Coombs at (866) 440-0391, ext. 6810, Monday through Friday, 8:30 am - 5:00 pm.

 

Ulster Savings Bank logo     Cetera Investment Services logo

Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May Lose Value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Advisory Services Agreement and disclosure brochure as provided. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services, nor any of its representatives may give legal or tax advice. FINRA Registered Branch: 180 Schwenk Drive, Kingston, N.Y. 12401

View Cetera Investment Services' privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Investments

 

 
We are committed to ensuring that persons with disabilities have access to our goods and services, including those offered through our website. If you have any feedback or questions regarding our website, please e-mail us at customerservice@ulstersavings.com or call us at 1-866-440-0391.
 

Investment, Tax, Payroll and Insurance products and services offered through Ulster Insurance Services, Inc. and Ulster Financial Group, Inc., subsidiaries of Ulster Savings Bank, are NOT FDIC INSURED.

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