At Charles River Bank, we understand that your everyday banking is just one aspect of your financial life. You also have goals for the future – and for helping and protecting those you love. That’s why we offer a wealth of financial planning solutions, along with trusted guidance to help you and those you care about live the life you want.
Financial Planning & Investments
At Charles River Bank, it is our belief that the public requires and demands trusted advisors to deliver comprehensive solutions to complex problems with the highest degree of confidentiality and integrity.
Our clients are from all walks of life. They are concerned with their financial well being and have the conviction to implement the steps necessary to help realize their future financial goals. We bring the expertise and experience with many different financial products to create and deliver dynamic solutions. These solutions not only help to meet the immediate needs but also have the flexibility to help address future needs and objectives.
We seek to coordinate with our client’s trusted advisors to help develop dynamic and holistic strategies for individuals and businesses. These trusted advisors typically consist of attorneys, certified public accountants and other professionals.
Our strategic process at Charles River Bank starts with you. When you work with us, you can rely on us to consult with you to gain a clearer understanding of where you are, where you want to be, and what financial solutions can help you get there.
We will work with you to:
- Identify your unique financial concerns and objectives.
- Determine your current financial profile.
- Evaluate your financial profile against all levels of risk – injury, sickness, death, and estate taxes.
- Develop a strategy that works with your trusted advisors.
- Implement a strategy to help you reach your goals.
- Review and re-evaluate regularly to ensure you stay on track.
- Periodically review your needs and changing life circumstances.
A wealth of financial services – in one trusted place.
- Financial Planning
- Investment Advisory Services
- Retirement Needs Analysis
- Life Insurance
- Disability Income Insurance
- Long-Term Care Insurance
- Annuities
- Mutual Funds
- Stock and Bond Investment
- Trust Services
- Business Continuation Planning
- Business Retirement Plans
- Executive Compensation Strategies
It is important that our customers understand that the products and services made available through our Financial Advisor:
ARE NOT A DEPOSIT
ARE NOT FDIC INSURED
ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
ARE NOT GUARANTEED BY THE BANK
MAY GO DOWN IN VALUE
The products and services are subject to market conditions and involve investment risks, including the possibility of loss of value. Any questions about this should be taken up with the financial services department and/or any Bank Officer.
Registered Representative, Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Charles River Bank and Cambridge are not affiliated.
Meet Clint McHoul, CFP®
Vice President, Director of Financial Services
70 Main Street | Medway, MA 02054
Direct: (508) 321-3144 | Cell: (774) 217-1002
Email: cmchoul@charlesriverbank.com
(Please note: Email is not secure).
Clint McHoul, CFP® is currently registered to conduct securities business and/or investment advisory services in the following states: MA, RI, FL, CT, ME, NC, GA, UT, NH, and WA.
Meet Matthew Peterson
Financial Advisor
1 Hastings Street | Mendon, MA 01756
Direct: (508) 321-3170
Email: matthew.peterson@charlesriverbank.com
(Please note: Email is not secure).
Matthew Peterson is currently registered to conduct securities business and/or investment advisory services in the following states: MA, FL, RI, and CT.
It is important that our customers understand that the products and services available through our Financial Advisor may not be considered:
- A Deposit
- Are not FDIC Insured
- Are not insured by a Federal Government Agency
- Are not guaranteed by the bank
- May go down in Value
The products and services are subject to market conditions and involve investment risk, including the possibility of loss of value.
Charles River Bank provides links to web sites of other organizations in order to provide visitors with certain information.
A link does not constitute an endorsement of content, viewpoint, policies, products or services of that web site. Once you link to another web site not maintained by Charles River Bank, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.