Trust and Investment

Creating your “happily ever after”

From personal trust and investment management to brokerage, AndroscogginTrust , can help you manage and invest your money, so you can enjoy life to the fullest.

  • Personal attention and service provided by experienced professionals.
  • Solid history of investment management performance
  • Experience serving investment management and trust clients throughout Maine.

 

 AndroscogginTrust

Learn MoreIf you need assistance managing money in the short and long-term, AndroscogginTrust is for you--and you don't need to be a gazillionaire. AndroscogginTrust provides succession planning services, estate planning services as well as day-to-day money management for our estate clients.

As a client, you’ll receive personal attention from your own dedicated account manager, while enjoying the resources and capabilities of a fully-equipped trust and financial services organization.  Visit the new AndroscogginTrust.com  web site or dial 1-800-927-3344 for more information.

 


Trust services are offered through Androscoggin Bank, a Maine chartered Savings Bank. Investment management services are offered through both Androscoggin Bank and HeadInvest, an affiliate of Androscoggin Bank and a registered investment advisor with the Securities and Exchange Commission.

Investment and insurance products offered:

  1. ARE NOT BANK DEPOSITS;
  2. ARE NOT FDIC INSURED;
  3. ARE NOT OBLIGATIONS OF, OR GUARANTEED BY, ANDROSCOGGIN BANK OR ANY AFFILIATE; AND
  4. INVOLVE INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF PRINCIPAL.


 

 

HeadInvest Investment Consulting

Learn MoreHeadInvest portfolio managers maintain a limited number of client relationships in order to ensure both timely service and accessibility. We are committed to becoming effective partners with our clients and developing strong, long-term relationships. Consistent and frequent client communication is a priority, as we believe communication is critical to your understanding and comfort with our investment management process and our understanding of your changing circumstances and financial needs.

 


Investment consulting and advising services are offered through HeadInvest, an wholly-owned subsidiary of Androscoggin Bank and a registered investment advisor with the Securities and Exchange Commission.

Investment and insurance products offered:

  1. ARE NOT BANK DEPOSITS;
  2. ARE NOT FDIC INSURED;
  3. ARE NOT OBLIGATIONS OF, OR GUARANTEED BY, ANDROSCOGGIN BANK OR ANY AFFILIATE; AND
  4. INVOLVE INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF PRINCIPAL.


 

Androscoggin Financial Services

Learn MoreINVEST Financial Corporation located at Androscoggin Bank gives clients convenient access to financial planning and portfolio services as well as investment products such as annuities, mutual funds, investments and more. An INVEST Registered Investment Advisor Representative will help develop an investment profile tailored to your investment goals, propose investment strategies, and help you manage your finances to help you achieve your objectives.

Important Consumer Information:
INVEST Financial Corporation, member  FINRA, SIPC, is not affiliated with Androscoggin Bank. Securities, advisory services and insurance products offered through INVEST Financial Corporation, a Registered Broker Dealer and Registered Investment Advisor, and its affiliated insurance agencies:

    * Are NOT FDIC INSURED
    * May lose value
    * Have no bank guarantee

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

 


Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

The security products being offered:

   1. ARE NOT BANK DEPOSITS;
   2. ARE NOT FDIC INSURED;
   3. ARE NOT OBLIGATIONS OF , OR GUARANTEED BY, ANDROSCOGGIN BANK; AND
   4. INVOLVE INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF PRINCIPAL.

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