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Brokerage Services

Osaic Institutions located at Ledyard National Bank.*

Personalized investment, brokerage and insurance services from financial professionals available right here in your community.

 
 

Ledyard National Bank is proud to offer the services of Osaic Institutions to help guide you on your path to financial security.

Your Osaic Institutions professionals at Ledyard take the time to learn about your specific needs and objectives. Whether saving for your children’s or grandchildren's education, developing a retirement strategy, building a diversified portfolio, or outlining a variety of insurance options, Osaic Institutions can help you.

A full range of financial products and services are available that include:

Insurance Products

  • Permanent and Term Life Insurance
  • Universal Life Insurance
  • Fixed Annuities
  • Variable Annuities
  • Disability Income
  • Business Insurance
  • Key Persons

Investment Products

  • Stocks
  • Corporate & Municipal Bonds
  • Mutual Funds
  • Unit Investment Trusts

Special Services

  • Brokered CDs
  • College Planning
  • 529 Plans
  • Coverdell Education Savings Accounts
  • Retirement Planning
  • Personal Insurance Planning
  • Portfolio Reviews

Retirement Plans 

  • Traditional & Roth IRA Plans
  • Simple IRA Plans
  • SEP/IRA Plans
  • 401K Plans
  • Retirement Account Rollovers



 


 

*Osaic Institutions and Ledyard National Bank are separate companies. Investment and insurance products and services are offered through Osaic Institutions. Member FINRA/ SIPC. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.




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