Our Approach
At S&B Financial Services, we help take the mystery out of investing and preserving wealth. How? By asking questions about you and your life goals, then recommending ways to help build, manage, protect and distribute your wealth.
Located at Saco & Biddeford Savings, we’re backed by Cetera Investment Services, a prominent national broker dealer firm. We deliver the industry’s leading financial solutions in the comfort and security of a place you know and trust – coastal southern Maine.
Learn about our six-step financial planning process.
Advisory services may only be offered by investment adviser representatives.
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Saco & Biddeford Savings Institution where investment services are offered. Investments are:
- Not insured by the FDIC or any other Federal Government Agency
- Not a deposit or other obligation of, or guaranteed by the Bank
- Subject to investment risk, including possible loss of the principal amount invested
View Cetera Investment Services privacy policy and other important information
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Cetera Investment Services LLC registered branch office: 252 Main Street, Saco, ME 04072
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