personal bankingYou 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.
With a sound financial plan, you can enjoy more of the finer things in life and protect your family’s financial future. Your Financial Advisor can help you with investments, insurance, retirement and estate planning, and more.
The Cooperative Bank is pleased to offer convenient, on-site access to investment products and services through TCB Investment Professionals – our partnership with Investment Professionals, Inc. (“IPI”) and their financial consultant, Keith Ninesling. TCB Investment Professionals makes a full range of investment and financial-planning products available to you, including:
- Stocks, Bonds and Mutual Funds
- Wealth Management
- High Net Worth Strategies
- Life Insurance and Long Term Care
- Retirement Planning
- Tax-Exempt Investments
- Tax Deferred Annuities
- Estate Planning
Call Today to Schedule Your Complimentary Consultation
We invite you to meet Keith in one of our convenient branch locations for your free consultation. The initial consultation is an opportunity for Keith to understand your current financial picture and goals and for you to understand what Keith can offer. From there, individual services or comprehensive planning are available based on your preferences. To make an appointment, contact Keith at (617) 325-2900, extension 8531. Retirement | Estate | Insurance | Education | Financial Planning Private Client Group | Asset Management | Trust Services | Accredited Investor Services Equities | Fixed Income Securities | IRAs, Fixed & Variable Annuities | Mutual Funds Structured Products | Tax Advantaged Investments Business Investment Services | Employee Benefits Planning
 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. *TCB Investment Professionals located at The Cooperative Bank is a service of Investment Professionals, Inc. (IPI). Securities and Advisory Services are offered through IPI, a registered broker dealer. Member FINRA / SIPC. IPI is not affiliated with The Cooperative Bank. Securities are not insured by FDIC or any other federal government agency; they are not deposits of or guaranteed by the bank and may lose value.
Check the background on this investment professional on FINRA’s BrokerCheck.