Your Guide to the World of Investments & Insurance
At M&T Securities, Inc. we strive to find ways to help you as you chart your course to your investment and insurance goals. Here, you'll meet with easily accessible advisors who are eager to learn more about you and your unique situation, and put you on the path to your financial objectives.
Our Products & Services
Whether you're looking for investment strategies to build wealth, need to update your insurance coverage, or are interested in tax-smart investments designed to help keep more of your earnings, consider letting us help. We offer a wide array of services and solutions to help you on your way to your financial future.
We're with you on your journey – every step of the way.
We understand that even thinking about your financial future can be overwhelming. You may be delaying making a plan – or updating an existing plan – because you're unsure where to turn.
That's where we can help. We want to provide you with the information and tools you need to feel more confident about your financial decisions.
Let's chart your course together.
To get started, we've developed the "Wayfinder Process." It's a four-step approach that our representatives use to better understand your needs and provide you with relevant suggestions.
The M&T Wayfinder
Understand. We learn what's important to you during your Find 59 financial review
Design. Once we have a better understanding of your goals and objectives, we can help you design a roadmap for your financial future and provide recommendations focused on your goals
Implement. Next, we'll help you figure out how to put your roadmap into action
Manage. At any point in your journey, you can call on us for guidance while you manage your account. We're here to help you along the course to your financial future
As financial complexities are growing by the day, there's no time like the present to begin planning. We're here to get you on your way – at your branch and at your service.
Independent Investor? Learn more about our Brokerage Services.
Our Brokerage Services division was designed for independent investors who are interested in taking personal control of their financial future.
At M&T Securities, you'll find representatives who are dedicated to providing you with efficient and accurate order execution, as well as market intelligence. We can help you place the same type of stock and option orders that you would through a full-service broker, as well as assist you with real-time quotes, market and industry news, account information, and market updates.DIS-1*-DIS|DIS-214*-DIS|DIS-218*-DIS|DIS-225*-DIS|DIS-207*-DIS|DIS-217*-DIS
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