Investment Services
Whatever your financial goals, Rockland Trust can help you achieve them by giving you a variety of investment options.
Rockland Trust's Investment Management Group provides customized, investment management solutions for institutions and individuals with more than $500,000 to invest. The Investment Management Group designs and implements investment strategies to meet the specific needs of each client. [click here]
For individuals and small businesses who prefer to purchase mutual funds, annuities, securities or insurance, Rockland Trust Financial Services1, has financial consultants who will work with you to develop a proper plan. [click here]
- Investments are offered through Linsco/Private Ledger (LPL), a registered broker/dealer, member (FINRA/SIPC). Annuities and insurance offered through Private Ledger Insurance of Massachusetts and/or Rockland Trust, both licensed insurance agencies. Neither Linsco/Private Ledger nor Private Ledger Insurance of Massachusetts are affiliated with Rockland Trust
The Linsco/Private Ledger registered representatives associated with this site may only discuss and/or transact securities business with residents in the following states: Massachusetts and Florida.