Investments

Financial Planning & Wealth Management

To provide our banking customers with the highest level of financial planning and wealth management services, Bristol County Savings Bank has merged our Financial Advisory Services (FAS) division with Ricciardi Financial Group to form Bristol Wealth Group (BWG).

This joint venture also includes an affiliation agreement with Raymond James Financial Services (Raymond James), one of the leading brokerage firms in North America, which will provide Bristol Wealth Group and its clients with a wide range of investment solutions and a state-of-the-art investment platform. In addition to the familiar faces of Louis Ricciardi, Carl Begin and Brian Hunter, this partnership will provide customers access to additional financial planning and wealth management advisors.

Our partnership with BWG is focused on continuing a personalized approach to financial advising and maximizing the strategies and tools available in pursuit of helping our customers achieve their financial goals. Through this initiative, we strive to provide our banking customers with the exceptional products and services required to satisfy all of their investment and financial planning needs.

Contact BWG today to begin discussing your financial future.

Bristol Wealth Group

Louis M. Ricciardi

President & Chief Executive Officer, BWG / Financial Advisor, RJFS

Dean R. Larabee III

Chief Operations Officer, BWG / Financial Advisor, RJFS

508-824-1796

Carl M. Begin, CFP®, CLU®, ChFC®

Chief Investment Officer, BWG / Financial Advisor, RJFS

Photo Brian Hunter

Brian Hunter, CFP®

Vice President, BWG / Financial Advisor, RJFS

508-738-6424

Image of James Wolfsberg

James M. Wolfsberg

Senior Vice President, BWG / Financial Advisor, RJFS

508-822-0122

Matthew P. Haggerty, CFP®

Vice President, BWG / Financial Advisor, RJFS

Ryan J. Wolfsberg

Marketing Associate, RJFS

508-822-0122