Meet Our Team
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Bristol County Savings Bank
Bristol Wealth Group
Bristol Wealth Group is dedicated to providing our clients with the highest level of financial planning and wealth management services. We build strong relationships with our clients and understand the needs of each customer vary. With a personalized approach to financial advising, maximizing the strategies and tools available, we can help you achieve your financial goals.
Experienced investment team ready to help you reach your financial goals.
Bristol Wealth Group puts the needs of our clients first. And we chose to partner with us because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading financial support, superior client service, and the financial planning and personal investment resources of a premier financial services company.
While we have the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity.
The firm’s culture of independence allows us to work closely with you to create custom financial solutions to your short- and long-term financial goals.
We’re honored to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients.
Financial Planning
The pursuit of financial success begins with a plan.
Services for Businesses, Municipalities & Nonprofits
Supporting the needs of local businesses, municipalities, and nonprofit organizations.
Retirement Planning
Helping you address your retirement planning priorities.
Personal Investing
You've spent a lifetime building a legacy. Let our prudent approach help you make the most of it.
Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through Bristol Wealth Group, a Registered Investment Advisor. Private Client Services and Bristol Wealth Group are unaffiliated entities.
Our Advisors are Securities Registered in the follow states: MA, VT, CT, RI, NY, NJ, CA, TX, CO, NH
Our Advisors offer advisory products and services in the following states: MA, VT, CT, RI, NY, NJ, CA, TX, CO, NH
Check the background of this firm on FINRA's BrokerCheck.
Investment and Insurance Products are: Not FDIC Insured – No Bank Guarantee – May Lose Value – Not a Bank Deposit – Not insured by any Federal Government Agency