Just because you’re putting money toward the future doesn’t mean it has to be out of your hands.
At Five Star Investment Services, we believe in a personal approach to financial planning*. You’ll enjoy a local, individual relationship that lets you stay as involved as you want with the direction your financial future is headed.
We know financial planning can sometimes seem daunting. At Five Star Investment Services, we see the bigger picture—your bigger picture. And we’re there to help you every step of the way.
Products and Services
When it comes to your financial future, the way there is as unique as you are. With Five Star Investment Services, if you're saving for your child's education, looking ahead to retirement, or managing investments, you have choices. From a full-service relationship, to more of a do-it-yourself approach—our personal attention and expertise will help you discover the direction that's right for you, and we will be there every step of the way.
Sometimes it makes sense to manage certain parts of your financial future on your own. But when you need to know that your investments, savings and retirement plan are all working together toward a common goal—you can trust our services to keep them focused, every day.
More and more, people are looking at retirement as a moving target—many figuring that they’re going to have to work far longer than they’d like to. We understand that appropriate planning today will not only help keep your sights on where you want to be in the future, it will help you get there when you want as well.
College Savings Plans
Your child’s college education is no small investment. As a matter of fact, it may be the single-largest expense you ever incur. But there are steps we can help you take, starting right now, in which the goal is to make that investment far more affordable—without sacrificing the quality of your child’s education.
In today’s economy, hanging on to what you have is as challenging as earning it in the first place. When it comes to managing your investment portfolio, the only constant is change. We can help you discover the right balance of risk and reward that will help minimize that change—and maximize your return.
*Financial Planning offered through LPL Financial, a Registered Investment Advisor.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Five Star Bank deposits and are not FDIC insured. These products are not obligations of Five Star Bank and are not endorsed, recommended or guaranteed by Five Star Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of New York State.