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, Frederick Gillis. 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 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. To make an appointment, contact Frederick 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.
*NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE
All Securities and Investment Advisory Services offered through Investment Professionals, Inc. (IPI), a Broker/Dealer, member FINRA / SIPC & a Registered Investment Advisor. The investment services offered by IPI under the name TCB Investment Professionals, Inc. are not offered by The Cooperative Bank, nor is The Cooperative Bank a registered broker/dealer. The Cooperative Bank is not affiliated with IPI.
Check the background on this investment professional on FINRA’s BrokerCheck.