Valuable Services from M&T Securities
Life is full of uncertainties. You might be wondering how you can protect your wealth or what would happen to your family if you were not here. Or you could be asking yourself what you will do if you outlive your money or when you will be able to afford to retire.
No matter what the goal, you need a plan to help you get there. At M&T Securities, we can help you answer these questions and more.
- Investment planning
- Personal and business insurance analysis
- Retirement planning
- Education planning
Developing your long-term investment strategy
M&T Securities works with Financial Planners from Wilmington Trust to take an objective approach to creating a roadmap tailored just for you. Wilmington Trust, as part of the M&T family of companies, provides wealth and investment management services to individuals and families looking to grow, preserve and transfer wealth.
Strategic, Step-By-Step Planning
M&T Securities is committed to providing the quality resources you need to plan for your financial future. In collaboration with experienced Financial Planners from Wilmington Trust, we will work with you to develop a comprehensive, custom financial plan.
Independent & Impartial Professionals
The Wilmington Trust Personal Financial Planning Department takes an objective approach to creating a strategy tailored just for you. The Financial Planners are not commission-based, allowing them to give you independent and impartial recommendations that are not tied to any agenda but your own.
A Thorough Understanding of What's Important
Years of experience and ongoing educational development allow Wilmington Trust's planners to provide you with specialized expertise in all areas of financial planning.
By applying our resources, skills and knowledge with an understanding of what's important to you, M&T Securities remains responsive to your needs in an ever-changing and complex financial world.