Generations is committed to helping you achieve your long term financial goals. A knowledgeable and trained Investment Advisor will work closely with you to find the best option for your lifestyle. A variety of premium products and services are offered, which is matched with high quality one-on-one customer service.
Whether you’re an experienced investor or just beginning, an Investment Advisor can help you feel confident about your financial plan and goals.
- Mutual Funds
The retirement you dream about is possible, it just requires some planning. An Investment Advisor will help you create a retirement plan that funds your future while keeping your current financial needs in mind.
- Income Planning
- Transfer of Wealth Strategies
With the rise of college tuition prices, paying for you or your child’s higher education can be a daunting task. With the help from an Investment Advisor, you'll create a college savings plan for your unique situation.
- 529 College Savings Plans
- Coverdell Education Savings Account
Protecting your family’s future starts with assessing your insurance needs. An Investment Advisor will help you determine what insurance is right for you and your family.
- Disability Income Insurance
- Life Insurance
- Long-term care insurance
Securities and investment advisory services are offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC and a registered broker-dealer. Insurance products and services offered through Generations Agency, a wholly owned subsidiary of Generations Bank. Insurance and Investment products are NOT A DEPOSIT, NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT GUARANTEED BY THE BANK AND MAY GO DOWN IN VALUE. Securities and investment products and services are subject to investment risk, including the potential loss of the principal invested. Cadaret, Grant & Co., Inc., is not affiliated with Generations Bank, its affiliates, or subsidiaries. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Individual situations may vary. Registered to offer securities in the following states: New York, Colorado.
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