Investments & Insurance

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Conveniently Located At Pioneer Bank

Making the right investment choices to achieve your financial goals can be an overwhelming task. PSB Financial Services is here to help you build the foundation for the road to your financial success. Whether you need help with your retirement planning, education planning, tax-smart investment planning or insurance needs analysis, the committed professionals at PSB Financial Services will assist you with identifying your current status, quantifying your objectives and financial goals, and developing a customized plan to help make your dreams a reality.
 

 

Talk To Us About The Many Options We Offer

  • Stocks
  • Bonds
  • Mutual Funds
  • Unit Investment Trusts
  • Annuities
  • Long Term Care Insurance
  • ROTH, Traditional and Education IRAs
  • 401(k) Rollovers
  • Retirement Plans
  • Life Insurance

Contact a PSB Financial Services representative today.
518.272.6599

 

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services may only be offered by Investment Adviser Representatives.

Investments are: Not FDIC insured May lose value Not financial institution guaranteed Not a deposit Not insured by any federal government agency. Registered Address: 21 2nd Street, Troy, NY 12180

View Cetera Investment Services privacy policy and other important information.

Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements.  The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera, nor any of its representatives may give legal or tax advice.

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