Have Confidence in Your Financial Planning. Every Step of the Way.

Androscoggin Trust and Wealth Management clients have different ideas of “wealth.” For some, it’s in the freedom to indulge in their passions and hobbies. For others, success means planning for future generations.

They all follow one tried and true rule: they all have a plan. Mapping out where they are going, how they are going to get there, and have expert guides to keep them on the trail.

At Androscoggin Trust and Wealth Management, our dedicated financial advisors and strategists offer specialized expertise in trusts, investment management, and financial and retirement planning. We help you and your family clarify your priorities. Then we assess what steps to take so you can be confident in your plan . . . every step of the way.

Working together, we’ll help you craft a plan as detailed as you wish to map your journey and assure you stay on the path to lasting financial security.

As an independent bank since 1870, Androscoggin Bank takes pride in offering a variety of products and services. In the Wealth Management group, our team of objective, expert professionals offer help and strategies for:

• Retirement

• Estate planning, trusts and wills

• Wealth transfer

• Business succession planning

• Fiduciary & trustee services

• Investment management

• Insurance advice and placement

Call us for FREE, no obligation meeting. You will see the difference in objective, expert advice. Wherever you are on the journey – building, managing, or protecting your wealth – call Androscoggin Trust at 207.777.6651 or visit us online at www.androscoggintrust.com

See our most recent articles in the blog and library: Is Long Term Care Insurance a Good Investment and Do I need a Trust?

Trust Services are offered through AndroscogginTrust, a division of Androscoggin Bank. Investment Management Services may be offered through AndroscogginTrust, a division of Androscoggin Bank. Other investment or insurance products may be offered through INVEST Financial Corporation, member FINRA, SIPC. INVEST is not affiliated with Androscoggin Bank, AndroscogginTrust or HeadInvest.

Investment management, securities, advisory services, and insurance products offered through Androscoggin Trust:

ARE NOT BANK DEPOSITS, ARE NOT FDIC INSURED; AND ARE NOT OBLIGATIONS OF, OR GUARANTEED BY, ANDROSCOGGIN BANK OR ANY AFFILIATE; AND INVOLVE INVESTMENT RISKS THAT MAY RESULT IN THE POSSIBLE LOSS OF PRINCIPAL.

Please feel free to contact us!

Barry L. Kohler, JD, CFP®, CLU Senior Vice President Director of Trust & Wealth Management

PO Box 1407 30 Lisbon Street

Lewiston, ME 04243-1407

(207) 376-3648 1-800-927-3344

bkohler@androscogginbank.com

Mary A. Leavitt, CSOP, CTFASenior Vice PresidentManaging Trust Officer

PO Box 140730 Lisbon Street

Lewiston, ME 04243-1407

(207) 376-46581-800-927-3344

mleavitt@androscogginbank.com

 

Have Confidence in Your Financial Planning. Every Step of the Way.

Androscoggin Trust and Wealth Management clients have different ideas of “wealth.” For some, it’s in the freedom to indulge in their passions and hobbies. For others, success means planning for future generations.

They all follow one tried and true rule: they all have a plan. Mapping out where they are going, how they are going to get there, and have expert guides to keep them on the trail.

At Androscoggin Trust and Wealth Management, our dedicated financial advisors and strategists offer specialized expertise in trusts, investment management, and financial and retirement planning. We help you and your family clarify your priorities. Then we assess what steps to take so you can be confident in your plan . . . every step of the way.

Working together, we’ll help you craft a plan as detailed as you wish to map your journey and assure you stay on the path to lasting financial security.

As an independent bank since 1870, Androscoggin Bank takes pride in offering a variety of products and services. In the Wealth Management group, our team of objective, expert professionals offer help and strategies for:

• Retirement

• Estate planning, trusts and wills

• Wealth transfer

• Business succession planning

• Fiduciary & trustee services

• Investment management

• Insurance advice and placement

Call us for FREE, no obligation meeting. You will see the difference in objective, expert advice. Wherever you are on the journey – building, managing, or protecting your wealth – call Androscoggin Trust at 207.777.6651 or visit us online at www.androscoggintrust.com

See our most recent articles in the blog and library: Is Long Term Care Insurance a Good Investment and Do I need a Trust?

Trust Services are offered through AndroscogginTrust, a division of Androscoggin Bank. Investment Management Services may be offered through AndroscogginTrust, a division of Androscoggin Bank. Other investment or insurance products may be offered through INVEST Financial Corporation, member FINRA, SIPC. INVEST is not affiliated with Androscoggin Bank, AndroscogginTrust or HeadInvest.

Investment management, securities, advisory services, and insurance products offered through Androscoggin Trust:

ARE NOT BANK DEPOSITS, ARE NOT FDIC INSURED; AND ARE NOT OBLIGATIONS OF, OR GUARANTEED BY, ANDROSCOGGIN BANK OR ANY AFFILIATE; AND INVOLVE INVESTMENT RISKS THAT MAY RESULT IN THE POSSIBLE LOSS OF PRINCIPAL.

Please feel free to contact us!

Barry L. Kohler, JD, CFP®, CLU Senior Vice President Director of Trust & Wealth Management

PO Box 1407 30 Lisbon Street

Lewiston, ME 04243-1407

(207) 376-3648 1-800-927-3344

bkohler@androscogginbank.com

Mary A. Leavitt, CSOP, CTFASenior Vice PresidentManaging Trust Officer

PO Box 140730 Lisbon Street

Lewiston, ME 04243-1407

(207) 376-46581-800-927-3344

mleavitt@androscogginbank.com