M&T Bank : Financial Planning
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Financial Planning

Life is full of uncertainties and often full of questions such as:

  • "How can I protect my wealth?”
  • “What would happen to my family if I was not here?”
  • “Will I outlive my money?”
  • “What would happen to my business without me?”

At M&T Bank, our trained financial planners can help you answer these questions and enjoy greater peace of mind.

Access Clear and Objective Advice from a Trained Financial Planner
M&T Bank’s financial planners may be able to help you make sense of what’s best financially for you, your family and your business. We’ll start by assessing your current situation and identify your priorities and goals. We’ll then develop a comprehensive financial plan that includes specific recommendations tailored to your needs.

We recognize that your life is not static, so we’ll work with you over time and make recommendations and adjustments to your plan as needed.

Our Financial Planning Expertise
Our financial planners are not commission based, which allows for independent and impartial recommendations. They maintain nationally recognized certifications and have years of experience helping clients with:

  • Investment planning
  • Estate planning
  • Risk and insurance analysis
  • Income and estate tax planning
  • Education planning
  • Charitable giving and philanthropic planning
  • Business succession planning

Contact Us
Starting the financial planning process is easy and confidential. Call M&T Bank at
1-800-724-7788 or complete this online form and one of our advsors will contact you to begin a conversation that could bring financial peace of mind to you and your family.

Investment and Insurance Products: • Are NOT Deposits • Are NOT FDIC-Insured • Are NOT Insured
By Any Federal Government Agency • Have NO Bank Guarantee • May Go Down In Value

   
Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank.
 
M&T Securities, Inc. is licensed as an insurance agent and acts as agent for insurers. Insurance policies are obligations of the insurers that issue the policies. Insurance products may not be available in all states.

M&T does not provide tax advice in connection with wealth management, wealth administration and insurance products and services. You should consult with your own tax adviser concerning the tax aspects of a particular action or activity.

 
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