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BayCoast Bank is a successful community bank serving the people and businesses of southeastern Massachusetts and Rhode Island. The Bank upholds the time-honored belief in community involvement and provides a wide range of financial services. BayCoast has 17 locations in North Dartmouth, South Dartmouth, Fairhaven, Fall River, New Bedford, North Dighton, Seekonk, Somerset, Swansea, Westport and Tiverton, Rhode Island, and has Smart ATMs at each branch. In addition to offering a vast array of deposit and loan products, BayCoast offers insurance and brokerage services to consumers and businesses alike. Affiliates include BayCoast Financial Services, offering stocks, bonds, mutual funds, annuities and college savings plans and Partners Insurance Group, LLC, a network of independent agencies representing several insurance companies that provide automobile, home, life and business insurance coverage. Products and services offered by affiliates are not FDIC or DIF insured.
Savings Bank of Danbury is a mutual bank headquartered at 220 Main Street in Danbury, Connecticut.
Bankers Search is a Marina Del Rey, CA-based company in the Financial Services sector.
First Community Bank is locally owned and operated. Its slogan, "Where Community Comes First," is the company`s commitment to be a good community partner. Its family of bankers believes in the value of giving their time, talents and financial support to many worthy causes.
C. Kelly Buckley, MBA, CFP®, AAMS™ - Founder and Managing Principal of Spectrum Financial Alliance. Spectrum Financial Alliance is a unique, concentrated and predictive asset management firm headquartered in Nicholasville, KY. We serve clients across the nation, while still emphasizing the importance of local ownership and community. We specialize in providing personalized, comprehensive services in the areas of asset management, financial planning, insurance services, and estate planning facilitation. Our clients come from a wide range of backgrounds and income levels. For over 35 years, Kelly Buckley has had the privilege of helping clients build financial security, grow their assets, provide for their childrens education, and secure their retirement income. As a Registered Investment Advisor, we have a fiduciary duty to make decisions in our clients best interests 100% of the time, unlike many financial services firms. We are passionate about what we do, and your success matters to us. Rest assured, your financial future, peace of mind, and best interests are always our primary focus. Experience the Spectrum Financial Alliance Difference! Contact us today to schedule your FREE consultation at (859) 223-6333 or sfa@spectrumalliance.com.