Your Guide to the World of Investments & Insurance
M&T Securities, Inc., a subsidiary of M&T Bank provides financial guidance, along with a wide range of investment and insurance solutions that complement traditional banking products to help you meet your long-term investment and insurance goals. We’ll help you sort through your needs and wants to create realistic goals and objectives.
We can help you:
- Determine your financial goals
- Develop a smart investment approach designed to help meet those goals
- Protect your family with insurance offerings
- Create an estate plan that supports your goals
Getting to Know You
Here, you'll meet with easily accessible advisors – conveniently available at your M&T Bank branch or over the phone – who are eager to learn more about you and your unique situation, and put you on the path to your financial objectives.
We’ll get to know you: your career expectations, your family responsibilities, your hopes and dreams. We’ll talk about how much risk you’re comfortable with, and when you expect to need the funds you’re accumulating. We’ll also discuss your estate planning needs: How do you want your assets distributed after your death? Is charitable giving important to you? We’ll use all of this information to begin shaping a plan that’s uniquely suited to you.
Putting a Plan into Action
Once we’ve created a plan tailored to your needs, we’ll work with you to develop an investment strategy that supports it. Together, we offer smart solutions that are customized to meet individual clients’ needs. We’ll come up with a plan that’s right for you, and that considers these key elements.
Make the money you’ve worked hard to accumulate go to work for you with solutions like
managed account programs and
Learn more about
bonds, wealth management and beneficiary planning
Provide multiple layers of protection to help keep your family’s finances safe for the future with solutions like
long-term care and
business insurance, as well as tax and estate planning.
For experienced investors, access to representatives through our
Brokerage Services division dedicated to helping 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.
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.
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 local branch and at your service.
We’re on Your Side
If you’re looking to set financial goals, develop an investment plan or protect your assets, M&T Securities can help. Learn more about how M&T Securities Financial Advisors—conveniently located at your M&T Bank branch—can support your long-term financial goals.
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