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Brokerage Services

Whether you are just starting to explore building a portfolio or you want some guidance with your current investments, our brokerage services is like having a piece of Wall Street all to yourself.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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Employee Retirement Plans

Competition is high when looking for and keeping employees who will work hard to help make your business a success. Stay ahead of the competition with retirement plans designed to meet your needs and theirs.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Your financial “sweet spot”

Brokerage Services

Your risk tolerance is your comfort level when it comes to investing. Some investors are a little more conservative than others when it comes to the ups and downs of the Stock Market. We can help you find your financial “sweet spot” and then build your custom portfolio.

Boost your portfolio’s potential

  • Full-service brokerage, phone-assisted trading options, and self-service online trading
  • Dividend reinvestment
  • Reduced fees and enhanced services for brokerage account balances of $100,000+
  • Interest earned on cash reserves in your account
  • The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash
  • Customizable, automatic transfers between your bank and brokerage accounts for purchases, sales, or dividend sweeps¹

Schedule your review

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Is it time for your checkup?

Many changes can happen in a year and those changes can have an affect on your personal financial strategy. An annual checkup of your finances can help you stay on top and on track with your goals and objectives.

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More ways to contact a financial consultant

Since Webster Investments is located at Webster Bank, you can call or meet with a financial consultant to talk about how we can help you with planning for the future.

Find a branch

Or call us at 877-838-1570

 

Connect With Us

Learn more about Webster Bank products, services and the communities we serve.

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