Skip Navigation Documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view,download Adobe® Acrobat Reader.

Financial Planning

A brighter tomorrow begins with planning today.

What will your future hold? Whatever your plans and dreams, they likely require sound financial planning to reach them. That's where our bank services come in. Whether you're saving for your children's education or working toward the retirement lifestyle you want, our financial planners in Massachusetts and Rhode Island can help you create a long-term strategy that addresses your interests and needs.

Find an investment center

meet the team

Let's start working toward your goals.

A financial plan developed to pursue your goals, not ours

We take time to understand your current situation involving finances, interests and lifestyle. From that, we weigh your short- and long-term goals and then provide a written analysis that lays out an investment strategy balanced with your risk tolerance.

Your financial health and stability are top priority, and we have a long history of providing informed, objective advice and thoughtful, comprehensive solutions for families just like yours. Let's start working toward your brighter future.

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

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

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

Connect with us:
Personal
508.732.7072
|Business
508.732.7078

Financial Planning

A brighter tomorrow begins with planning today.

Let's start working toward your goals.

A financial plan developed to pursue your goals, not ours

Connect with us:

508.732.7072

508.732.7078

Popular Request

Explore Rockland

Customer Information Center Hours

How Can We Help