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You want your money to help you achieve as many life goals as possible. TCB is ready to support you with sound advice, attentive personal service, the right account and loan options, and efficient online tools.

financial planning

 

Financial advice to help you achieve your goals

The Cooperative Bank offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services. Through on-site financial planning and investment solutions, they partner with us to help you reach your financial goals.

Why work with a financial advisor?

You work hard for what you earn — and want to do all you can to make sure you save and invest wisely. A financial advisor can help you achieve your short- and long-term financial goals, whether you have one or many, as well as plan and prepare for unexpected events that might arise. Through an ongoing, collaborative relationship with an advisor, plus secure anytime–access to your accounts online, you can track your progress toward your goals anytime and receive timely advice when you need it.

Solutions and advice aligned to your goals

The Ameriprise Financial Institutions Group program allows us to align with the expertise and resources of Ameriprise Financial. You will have access to wide-ranging advice — from point-in-time investment recommendations and asset allocation strategies, to a comprehensive financial planning approach that covers key aspects of your financial life — to help you meet your goals. And, your advisor can provide access to a broad array of solutions to meet your specific needs, including investments, insurance and annuities, personal trust services, cash and cards.

Financial Advisor Frederick Gillis is available at our Roslindale, MA, West Roxbury, MA and Charlestown, MA locations to speak with you about your financial goals, including:

  • Financial planning
  • Retirement planning
  • Investments
  • Funding education expenses
  • Insurance and annuities
  • Estate planning strategies
  • Retirement income strategies
  • Tax planning strategies

Call Today to Schedule Your Complimentary Consultation

We invite you to meet Frederick in one of our convenient branch locations for your free consultation. The initial consultation is an opportunity for Frederick to understand your current financial picture and goals and for you to understand what Frederick can offer. From there, individual services or comprehensive planning are available based on your preferences.[1] To make an appointment, contact Frederick at (617) 325-2900, extension 8531. Visit Frederick’s website here.


[1] In most cases the initial consultation is complimentary. Fees for your financial plan are determined by the level of service requested, your needs and the experience and credentials of the Financial Planner.

About Ameriprise Financial

For more than 120 years, Ameriprise has remained true to its vision of putting its clients’ interests first. Ameriprise is passionate about helping clients live the full and rich life they’ve earned, today, tomorrow and in the future. Ameriprise has helped millions of people invest billions of dollars for what’s important to them. Today, Ameriprise is a leading global financial institution, with more than $875 billion in assets under management and administration.  View the Ameriprise FINRA BrokerCheck listing.

1 Company data, as of Q1 2018

Not Federally Insured | No Financial Institution Guarantee | May Lose Value

References to financial institutions are solely to indicate location.

Any financial institution referenced is not affiliated with Ameriprise Financial, Inc.

The Confident Retirement® approach is not a guarantee of future financial results.

Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.

Investing involves risks, including changes in value and possible loss of the entire amount invested.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2018 Ameriprise Financial, Inc. All rights reserved.

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Call us.
Roslindale
(617) 325-2900

West Roxbury
(617) 325-9955

Charlestown
(617) 242-0380

Visit one of our locations.
Roslindale
40 Belgrade Avenue
Roslindale, MA 02131

West Roxbury
36 Spring Street West
Roxbury, MA 02132

Charlestown 
201 Main Street
Charlestown, MA 02129