Investment Services


Introduction

No doubt about it. The Market is magnificent when it's on a rocket path. Problem is, it's prone to hiccups, and seizures, even free falls. Why make yourself crazy? Talk to a Provident Bank Investment Services Financial Consultant instead. We'll help you make sense of it. And if you have a financial plan, wouldn't it feel good to have a second opinion? After all, we've made a long career of avoiding all the risky business. At Provident, we have a lineup of products with healthy rates to pump your money up surely, steadily, and smartly. Let us be your partner in your wealth management strategy.
With the variety of investments currently available, you need the knowledge and experience to make careful investment decisions in order to achieve your long-term goals. You can gain access to a full array of products and services through an Investment Services Financial Consultant at Provident Bank.
expanded FIXED RATE ANNUITIES
An annuity is a contract with an insurance company that allows one to save for their retirement and defer taxes on earnings until you request a distribution or receive an income. However, the funds will be subject to income tax. There is no limit to one's investment as there is with a 401(k) and Individual Retirement Account.

Annuities can offer regular monthly or quarterly income for the rest of one's life. They also have options that include a death benefit, which guarantees that when an annuity holder dies, heirs get at least the amount originally invested and sometimes more.

A fixed annuity has a guaranteed fixed rate of return. The interest rate is usually higher than money market or certificate rates. And, the insurance company guarantees 100% safety of your principal and interest.





The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California and Arizona. Securities and insurance products are offered through LPL Financial and its affiliates.
  • Check out your broker with BrokerCheck

  • Member:
  • FINRA
  • SIPC

  • - INVESTMENT PRODUCTS AND SERVICES -
    NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE | NOT A DEPOSIT |
    NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY