Our vision is to provide our customers superior financial solutions, comprehensive products and an unparalleled service experience. We are proud to be a partial owner of Plimoth Investment Advisors, a limited purpose trust company providing investment advisory and trust services to high net worth individuals, non-profit organizations, and institutional clients. PIA integrates traditional fiduciary trust services into the relationship, where appropriate. Each client relationship works with two professionals: an investment officer who manages portfolio assets and a wealth management officer who provides fiduciary oversight of trust where applicable and all other service aspects of the relationship. Each person is a specialist in their respective area, and each client has direct access to both members of their service team.
*PIA Investment products provided are not bank guaranteed, are not FDIC or DIF insured and may lose value.
By clicking "Continue" below, you will enter a privately owned web site created, operated and maintained by a private business or organization. Before using this link, please be advised of the following: