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Business Investment Management

Protecting assets and building wealth.

Growing your business is your primary focus. Ours is making sure you have a business investment management plan to address your current needs and future goals. Join business owners throughout Massachusetts and Rhode Island who rely on our attentive advisors for insightful advice and responsible management services.

Our experts are here to help you invest your profits wisely   contact us


A better investment plan for your business

Our investment managers determine how much capital you can invest while still having cash to address new opportunities. We'll design a portfolio to reflect the appropriate balance between higher returns and cautiousness. Rely on us to pull all the details together in a comprehensive strategy.

  • Establish a business financial plan based on your business’ needs and objectives
  • Create a customized portfolio designed for your business
  • Provide on-going investment advice that’s tailored to your business
  • Set up a retirement plan for you and your employees

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Securities and Insurance Products offered through LPL Financial and its affiliates members FINRA / SIPC

Not FDIC Insured - Not Bank Guaranteed - May Lose Value - Not a Deposit - Not Insured by any Federal Government Agency

Rockland Trust Company and Rockland Trust Financial Services are not registered brokers/dealers and are not affiliated with LPL Financial.